Income Tax Preparation

Income Tax Preparation & Filing

Personal income tax filing can be overwhelming and confusing for individuals, especially with so many changes made to the tax code every year. Our job is to make sure that we know the tax code and all its changes inside and out so that we can help save you the most money possible.

Whether your financial situation has changed a lot or hardly changed from the prior year, there could be substantial tax-saving opportunities available to you that you could be missing. Let our professionals work with you to identify these opportunities to minimize your tax liability and save your money.

Income Tax Advice & Planning

There are many reasons why someone would seek tax advice and could benefit from tax planning. Maybe you’re considering which retirement account options are best for you. Maybe you just opened a new business and need financial advice for growing that business. Maybe you’re dealing with a specific transaction, like selling a property, and are unsure about capital gains. Or maybe you need help adjusting to tax changes caused by a major life event such as getting married or having a child. The list goes on.

Whatever the situation may be, we’re here to help you navigate the complex tax code so that we can identify all of the tax-saving opportunities available to your specific situation.
  • Real Estate Tax

    Our accountants can help with our tax planning questions regarding buying and selling a home or rental including tax planning for a 1031 exchange.

  • Gift Tax

    Thinking of gifting money or property to someone? Consult our specialists and we can answer any questions that you might have. We’ll help walk you through your exclusions and prepare your gift tax return so that you don’t have anything to worry about.

  • Estate Tax & Trusts

    Our CPAs and tax specialists can help guide you through the complex tax laws surrounding estates and trusts and the transfer of assets to beneficiaries.

  • Inheritance Tax

    There’s no inheritance tax in the state of Oregon, but if you’re in other states, contact us and we can get more information specific to your location and situation.