Business Income Tax Preparation

We have extensive experience in filing all common Federal income tax returns including but not limited to Forms, 1120, 1120S, 1065 and Schedule C.  The majority of our business clients file C or S corporate returns.  However, we also have many business clients who file as sole-proprietors, LLCs, and partnerships.  In addition to filing Federal returns, we are also experienced in filing many state returns including Oregon, California, Idaho and Washington.

Payroll Processing and Reporting

We provide a wide array of payroll services depending on your payroll needs.  For some clients we do everything from writing the actual payroll checks through filing all required payroll reports.  We have other clients who only have us look over their payroll once per year and file year end Forms W-2.  We custom tailor our payroll services based on your needs.

Compiled and Reviewed Financial Statements

We provide a wide variety of services in the area of CPA prepared financial statements.  Based on your needs, we can prepare yearly full disclosure reviewed GAAP statements with notes.  Or, we can prepare something as simple as a one time compiled tax basis statement with no disclosures.

Tax Planning and Advice

Tax planning and business advice is an important part of the service we provide.  Our goal is to help our clients to become as successful as possible.  We attempt to accomplish this by advising our clients on how to take advantage of tax breaks while at the same time trying to maximize current and future profits.   (See Yearly Business Plan for businesses)

Individual, Estate & Non-Profit

We prepare hundreds of individual returns per year.  Many of those returns come from our business clients.  However, we also prepare returns for many individuals with no affiliation to a business.  Although the majority of our clients are from Oregon, we also prepare returns from many other states.

Due to our current tax structure, estate planning is an important part of any tax plan.  We provide estate tax planning advice along with filing of Forms 1041, 706 and 709.

Although we are not experts in the field of not-for-profit accounting, we have been preparing non-profit tax returns for a small handful of clients for many years.

Other Accounting Services

We also provide many other accounting services such as preparing Information and Personal Property Tax returns, excise tax reports, working up estimates, compensation planning, cost analysis, along with any other accounting related service a client may require.

As a courtesy to our clients, we offer notary public services at no charge. (For multiple notaries or for notaries requiring excess time, we may charge the Oregon standard notary fee.)

We have a varied client base that includes many fields - we have over one hundred and fifty business clients.  I would have estimated our major classes of clients to be in the construction and medical fields.  However, as this list demonstrates, professional services including engineers, architects, consultants and other service businesses ranks highest on our list of client concentrations.  I believe our varied client/knowledge base helps us to better service our clients by keeping us aware of changes in many industries.

The majority of our business clients are family owned and have between one and one hundred employees.