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Services

Individual Services

Tax Returns

  • Preparation
  • Amended Returns
  • Year-round Planning
  • Advice

 

Estates and Trusts

  • Planning
  • Consultation
  • Returns

 

Tax Audit Defense and Collection Action

  • Internal Revenue Service
  • Oregon Department of Revenue

 

Business Services

Tax Returns

  • Preparation
  • Amended Returns
  • Year-round Planning
  • Advice

 

Training

  • Recordkeeping
  • Payroll
  • QuickBooks

 

Tax Audit Defense and Collection Action

  • Internal Revenue Service
  • Oregon Department of Revenue
  • Washington State Taxes
  • City of Portland

 

 

Additional Business Services

Analysis and Preparation

  • Review your business entity structure
  • Provide tax-planning strategies
  • Prepare financial statements
  • Review your organization’s operation plans
  • Review skill utilization of your staff
  • Customize your internal financial statement design

 

Periodic Monitoring

  • Meet with you quarterly, semi-annually or annually
  • Review your income tax deposits
  • Review your retirement plan contributions
  • Provide tax planning services
  • Make updates to reflect your tax and business changes