This is a list of the area's in which we specialize. If you are looking for a specific service which you do not see here please contact us.

Financial Management

 

• BUSINESS MANAGEMENT

• Financial Statements

  • ​Preparation of Statements

  • Analysis of data

• Accounts Payable

  • ​Business bill paying

• Accounts Receivable

  • ​Computerized billing system modified to fit your billing needs

• Payroll

  • Check Writing

  • Information summary

  • Fringe benefit computation

• Quaterly Payroll Reports

  • Federal withholding & FICA reports

  • State withholding & unemployment

  • SAIF (worker's compensation)

• Annual Payroll Reports

  • Federal unemployment & FICA reports

  • W-2's and W-3's

  • 1099's

 

• PERSONAL MANAGEMENT

  • Personal financial management

  • Bill-paying

  • Banking

  • Estimated tax payments

  • Tax Return Preparation

  • Managing Cash Flow

Business Management Consulting

 

• Accounting System Design

  • Creation of an accounting system most suitable for your business

• Cash Flow Plans

  • Assistance in developing a cash flow plan to determine when and if your business needs financing

• Loan Applications

  • Assistance in filling out loan applications to meet the requirements of the lender

• Business Forms

  • Sole Proprieter

  • Partnership or LLC

  • Corporation

• Computer Programming

  • Design of computer programs to meet the information storage and retrieval needs of your business

• Business Sales and Purchases

  • Advise on sale and purchase of business

Tax Return Preparation

 

• 1040/40 - Personal Income Tax

• 1120 (S) - Corporate Tax

• 1065 - Partnership Tax

• 1040NR - Non-Resident Income Tax

• 1041 - Trust and Fiduciary Tax

• 706 - Estate and Gift Tax

• 990 - Not-for-Profit Tax Returns

• Oregon Timer Tax

• Property Tax Returns

Estates & Trusts

 

• Consultation of tax consequences as related to estate planning

• Assistance with rust management issues

• Assistance with ongoing estate issues

• Preparation of required tax retuns for estates and trusts.

Taxpayer Problems

We are happy to help you with issues related to your tax filings - filing past due years, answering requests from federal or state tax offices and negotiating outstanding tax issues.