Services
We provide a range of services from individual and business tax returns to estate planning, business advisory, QuickBooks training, audit defense, and more.
Business Advisory 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
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 Department of Revenue
- City of Portland
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