Think of us as a wayfinder for your accounting needs.
In an age of transparency, we’re committed to helping our clients succeed. We’re uncompromising about only one thing—service. Below are the services we offer. From working with individuals, to serving small and mid-sized businesses, our full suite of professional services helps you plan, build, and reach your financial goals.
Our Services
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Preparation of your annual personal income tax return, state, and any necessary local filings, starting at $840.
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We estimate your current-year individual income tax liability based on projected income, deductions, and credits, allowing us to identify tax-saving opportunities and recommend estimated payments to help minimize surprises at tax time. Starting at $240.
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Preparation & filing of your annual 1120 Corporate tax return, starting at $2,600.
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Preparation & filing of your annual 1120S Corporate tax return, starting at $2,600.
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Preparation and filing of your annual 1065 Partnership tax return, starting at $2,600.
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For business owners looking for the best tax-saving strategies, we offer additional 50-minute tax planning sessions for $475.
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We provide a wide range of accounting services to meet the specific needs of our clients on a monthly basis, starting at $525.
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For small businesses with little accounting needs, we offer our micro accounting services on a monthly basis, starting at $225.
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We offer a QuickBooks consultation service to our bookkeeping clients, where we come alongside you (or your bookkeeper) to ensure your business is following the proper accounting principles required for your annual tax return, starting at $575, and can vary significantly.
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If you're an S or C Corporation AND you deduct expenses (e.g. home office) paid personally, then you are required to have an Accountable Plan on file. We can help you form an accountable plan, and ensure compliance with IRS requirements for a one time investment of $795-$1,500.
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Ready to elect S Corporation status? Our team will prepare and file the necessary IRS forms and monitor the process through acceptance for a one time investment of $815.
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Received a notice from the IRS, Oregon Department of Revenue, City of Portland, or another government agency? Our team will review the notice, determine the appropriate course of action, and work toward resolution on your behalf. Investment varies based on the complexity and services required.
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Starting a new business or considering a change to your existing business structure? Our team will evaluate your options, analyze the potential tax implications, and provide personalized recommendations to help you make an informed decision, for a one time investment of $795-$1,600.
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Preparation of your business income and expenses reported on your individual tax return, starting at $1,440.