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.

Practice Areas