Tax Preparation for Individuals and Businesses
Individual returns
- Complex returns
- Simple returns
- Prior year returns
- Out of state returns
- Estimated taxes
- Capital gains, including cost basis calculations
- Amended returns
- Audit representation
- Resolve problems with the IRS, and State Tax Authorities
Business Returns
- Sole proprietor
- Corporations
- S Corporations
- Limited Liability Companies (LLCs)
- Partnerships
- Local tax returns
- Out of state returns
- Turn that bag of receipts into a professionally prepared tax return.
Tax Services for Nonprofit Organizations
- IRS Form 990 and 990ez
- Oregon CT-12
- Help with initial 501c-3 application, form 1023
- Related accounting needs
- Local tax reporting
- IRS problem resolution
Tax and Business Planning
I provide financial planning services on a fee-only basis. I sell no products, which ensures my objectivity
- New tax law ramifications
- How to minimize or postpone taxes
- When to make contributions
- How to split income; when is it useful?
- Starting a new business
- What type of entity is right for your business, S Corporation, Sole Proprietor, etc.
- What type of retirement plan is right for your business?
- Sorting out the many IRA issues, such as:
- How to determine which — if any — IRA is right for you
- Can a Roth IRA benefit you
- IRA withdrawal rules
- How to qualify for a SEP IRA
- What are the penalty exceptions
- Minimum required distributions at age 70.5
- Education IRAs
Full Service Bookkeeping
- Monthly, quarterly or annual financial statements
- Compiling data to produce financial statements from prior years
- Consultation to set up and organize your record keeping
- Turn your bag of receipts into professionally prepared financial statements
- Bank Reconciliations
- Reports custom-fit for your needs
- Prepare statements to obtain business loans and help complete loan forms
- Prepare 1099 forms
- Washington sales tax
Payroll Services
- Pay stub calculations
- Monthly payroll deposits
- Quarterly reports, federal and state
- Prepare W-2s and other necessary year-end forms
- Workers Compensation payroll reports
- Problem resolution with IRS and state revenue agencies
Tax Seminars
- We present tax seminars for your independent contractors
- Ideal for businesses that use independent contractors
- Includes detailed handouts
- Take the mystery out of the employee vs contractor issues
