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

  • Preparation of your annual personal income tax return and state return(s), starting at $500

  • Using your current financial data, we'll let you know how you can save on and save for taxes, starting at $200

  • Preparation & filing of your annual 1120 corporate tax return, starting at $1,800

  • Preparation & filing of your annual 1120S corporate tax return, starting at $1,800.

  • Preparation and filing of your annual 1065 Partnership tax return, fee varies.

  • For the business owners looking for the best tax saving strategies, we offer a 50 minute tax planning session for $350.

  • We provide a wide range of accounting services to meet the specific needs of our clients on a monthly basis, starting at $500/month.

  • For the small businesses with small accounting needs, we offer our accounting services on a quarterly basis, starting at $150 paid monthly.

  • For those that prefer to do their own bookkeeping, we offer a quickbooks consultation service 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 $500/quarter.

  • 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. We will form an accountable plan, and ensure compliance with IRS requirements for a one-time fee of $250.

  • Ready to make that S Election? Our team can do this for you by filing the necessary government forms and addressing any issues with acceptance that may arise, all for the one-time fee of $350.

  • Receiving letters from the IRS, Oregon Department of Revenue, City of Portland, or another government agency? Our tax resolution service will take care of this for you so that you don't have to. The fee for this service varies depending on the letters and actions required.

  • Starting a new business? Running an existing business but thinking about a change in business structure? Our entity evaluation service will provide you with the necessary information to make an informed decision. We'll run the numbers for you and give you the advice you need, for the one-time fee of $1,000.

  • Tax Planning & Preparation

    Federal and State Tax Preparation
    IRS and State Representation
    Transaction Planning
    Compliance

  • Accounting & Advisory Services

    Bank Reconciliations
    Month-end Close
    Financial Statements
    Annual Tax & Audit Report
    Accounting Systems Optimizations
    Software Selection & Integrations
    Strategic Planning & Analysis
    Management Consulting

  • Management & Consulting Services

    Our tax team provides a broad range of services including:

    Business Valuations
    Property Evaluations
    Tax Planning & Preparation

  • Entity Formation

    We provide knowledgeable insight about each of our client’s options, as well as anticipated outcomes for each entity type. We help business owners select from the following entities:

    C Corporations
    S Corporations
    Partnerships
    LLC’s
    Sole Proprietorships