Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

We’re happy to help you with any of these services:

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

IRS AUDIT Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

Effectively Using Your Southern Oregon Company’s CRM For Sales Management

Well, before I dive into today's dose of real world business strategy, you should know that as I write on Monday, the IRS has begun receiving filed federal tax returns. That means things are about to get real.Now, for our Southern Oregon business owner clients...

The Business Intelligence You Don’t Know That You Need For Your Southern Oregon Company

You might think that was a typo in the subject line ("pull", right?). Nope, that's just me being clever, because today I'm talking about POLLING your various stakeholders for fun and profit.Alright, yes. I should clearly stick to financial matters, and leave the puns...

Resilience And Southern Oregon Business Growth

If you were a client of ours this tax season, you're probably feeling fine about your tax return.But on the chance that you were not ... we've helped many Southern Oregon business owners "make the switch" over to us, year after year. I know that you may have...

How Southern Oregon Business Owners Can Win The Day Through Micro Tasks

It's April. And that means, well -- it's PROCRASTINATION season.Our phones are ringing off the hook, and our inboxes are clogged with Southern Oregon people who are looking for tax help. Fortunately, our business owner clients (usually) are a little more ahead of the...

Outlining What Occurs During A Business Audit For Southern Oregon Businesses

Our Southern Oregon business owner clients come to us for lots of different reasons.Whether it's merely for straight tax work, cash flow management and forecasting, or direct accounting assistance, we wear many hats on behalf of our favorite business owners.But here's...

The Trump Shutdown Is Over And Tax Filing Season Has Begun For Southern Oregon Taxpayers

Politics aside, I think we can all breathe just a little easier knowing that the federal government is no longer in shutdown mode.And on top of that, this morning, as I write, the IRS has begun accepting filed tax returns. Which means, well ... it's about to get...

Tax Paperwork Checklist

These days, I'm often glad that it's our busy tax filing season, so that I have an easy excuse when political conversations are happening: Oh THAT [crazy new political story]? Huh, didn't see it -- I'm too busy with tax season. With all of the chaos out there, the...

Keeping Your Business Focused On Revenue Growth and Customer Retention

We've been talking about meetings, efficiency, and how Southern Oregon small business owners simply have to stay laser-focused on tasks that will bring them and their business towards actually achieving their goals. Especially with all of the political and cultural...

A Few More Common Marketing Mistakes Made By Businesses

Seeing what has happened in our nation's fourth-largest city has been a sobering reminder of the fragility of life, and business. It's helpful to be reminded that threats and disasters can (and do) strike from directions that you might least expect. And while this is...

If There’s Another Government Shutdown We’re Here To Help Your Southern Oregon Business

You're wise these days if you don't pay close attention to the political tug-of-war that seems to be getting worse and worse. If so, you might not have yet seen that the federal government seems headed for another shutdown.Which is rough news for any poor schmoe out...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!