While our physical location services our clients in Milwaukie, Gladston, Happy Valley, Clackamas, and Oregon City area with individual income tax preparation, small business taxes, corporate taxes, and tax audits, our Online Office brings financial services directly into your home or business enabling you to more actively participate in your financial management.
Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments. Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback. Visit often as current news impacting your financial situation will be outlined here.
Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments. Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback. Visit often as current news impacting your financial situation will be outlined here.
Services
About Who we are and what we do
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Our company specializes in accounting and tax preparation services for individuals, small business, corporation, rental property owners, estates, and nonprofits. Annual participation in Continuing Professional Education courses offered by local chapters of national accounting and tax associations keeps our firm on the leading edge of ever-changing tax laws and accounting methods.
Business Tax Returns
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Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Over the years, 100's of small business Federal and State tax returns have been prepared for both service and manufacturing company clients.
Tax Planning
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Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.
Bookkeeping
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Timely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support are also available. We support all major accounting programs including Quickbooks and Peachtree.
Payroll Services
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Total payroll services for small business clients have been provided for many years. Services include: Set up and maintenance of all records, time card tabulations, withholdings of tax and benefit contributions, Federal and State tax filings, issuance of checks and preparation of all W-2's and 1099 forms.
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