Tax Services
Personal Tax Services
Whatever your individual income tax needs may be, we can help offer solutions to help you minimize your tax liability and develop strategies to protect your future.
Some of the services we offer are:
- Individual Income Tax Preparation
- Income Tax Planning
- Estate and Trust Tax Planning
- Inheritance Tax
- Gift Taxes
- Back Taxes
- Electronic and Paper Filing
- Personal Representation before Federal and State Governmental Agencies
Business Tax Services
Tax planning is crucial for businesses in a world of ever-changing tax laws and regulations. We want to help your business thrive with customized, thoughtful and efficient tax strategies designed to mitigate risks and seize every opportunity available.
Some of the services we offer are:
- Sole-Proprietorship Tax Preparation
- LLC and S-Corp Tax Preparation
- Corporate and Partnership Tax Preparation
- Oregon PTE-E Tax
- Oregon CAT Tax
- Electronic and Paper Filing
- Bookkeeping Services
- Payroll Services
Tax Preparation
Tax preparation doesn’t just happen between January and April. It’s an ongoing process. With tax laws and regulations constantly changing, there are new risks to avoid and new opportunities to seize all the time. We help you take a proactive approach to taxes, evolving your strategies along the way, so you can minimize your tax liability and secure a brighter future for your and your family.
Tax Filing
When it comes time to submit your return and the necessary forms to the appropriate government agencies, we’ll do all of that for you. Whether you want to electronically file your return, or if your return needs to be paper filed, we’ve got you covered. You can also have your federal and state refunds directly deposited into your bank account if you choose. We want to make filing your taxes as easy and stress-free as possible.
Tax Planning
Thoughtful tax planning is the cornerstone to building an effective wealth-management strategy for you and your future generations.
Many of the financial decisions that you make have a direct impact on your taxes at the end of the year and even years into the future. We’re here to help you develop a sound financial strategy so that you can make the best decisions for your individual situation in order to minimize your tax liability and help you afford the things you want.
The benefits of tax planning are endless and can help you tremendously toward those things that you find most important in life. Whether it is saving for your child’s education, saving for retirement, growing your business, or traveling the world, tax planning can help you maximize your income and protect your money so that you can use it exactly how you want.
Tax Advising
The tax code is massive and extremely complex. It contains over 2,600 pages and is constantly being updated. From 2001 to 2012, the National Taxpayer Advocate noted that the tax code changed 4,680 times, which is about once per day.
Scattered throughout these ever-changing pages are both tax advantages and disadvantages that the average person likely would not recognize. Our tax professionals are always staying current on tax laws and regulations so that we can help you avoid pitfalls and take advantage of every tax break that is available to you.
Whether you need advice about the tax implications of a major life event, or you need us to contact the IRS and deal with them on your behalf, our tax professionals can help you save as much money as possible.
Tax Help
We can help answer any questions you may have. Maybe you want to discuss the tax implications of buying/selling or renting out your home, getting married, having a child, gifting money, or saving or withdrawing from retirement, etc. Whatever your questions may be, we want to help you identify your goals and help you develop a solid tax strategy to achieve them.
Back Taxes
If you are behind on your taxes or struggling with a tax obligation, we can help you get back on track. There are several options for tax relief. We would love to discuss them with you and help you develop a plan to not only manage any tax debt, but to also utilize the tax-breaks that are built into our tax code for you and minimize your tax liabilities in the future.