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.

Why Soft Skills Are The Future For The Southern Oregon Workforce

We work with many Southern Oregon business owners, so that means that the April 15th deadline doesn't carry quite the same "relief" that it does for many firms who work primarily with individual tax returns.Which is one of the reasons why you still see me posting a...

The “Profit First” Framework for Southern Oregon Businesses

You might have heard the term "profit first accounting" buzzing around Southern Oregon business circles as of late.The philosophy was made popular by Mike Michalowicz and his book, Profit First. His theories have blossomed into reality for many business owners.Today,...

Four Key Steps For Effective Customer Care By Brian Manthe

As "customer service" goes, I can guarantee that you (and YOUR customers too, btw) have multiple stories of Southern Oregon businesses or organizations that have massively bungled the encounter.For instance, anyone who calls the IRS directly -- instead of having...

Brian Manthe’s Keys For Empowering Your Employees For Advancement

You can either train your Southern Oregon employees and risk that they leave ... or choose not to train them and risk that they stay.Think about that for a moment.Are you empowering your employees for growth? Does your leadership team (which might be just you)...

Lemonade Stands And A New Selling Strategy For Southern Oregon Businesses

We're turning the corner into the holidays, and it's a massive selling opportunity for your Southern Oregon business ... if you use it.But I'm not referring merely to holiday promotions. Those are almost to be expected at this point.What I have for you today is a...

Mapping Out Your Southern Oregon Prospective Customers’ Experience

Hopefully, you aren't too locked into national news, stock market jitters, trade wars, etc. As a Southern Oregon business owner you've gotta keep your head in your own particular game.But you must know this: with all the gloom out there, our mutual customers are...

Four Non-Bank Options for Small Business Financing

When many people start a business, they do so using their own resources and funds. And there can be great wisdom to this ... retaining control, a more lucrative exit, etc.But it also puts your own personal resources on the line, and there are greater risks, as well as...

The Pareto Principle And Your Company’s Work Cycle

Slogging through the summer, and with the weather still hot, it can be really tempting to sort of press cruise control for the month of August until Labor Day hits us, and *then* really put that nose to the grindstone. But could it be that a rhythm of working a little...

Should I Extend Credit To My Southern Oregon Customers?

Before I get into the slippery slope I'm referring to in the title of this post, how are things for you these days? How's business going?I'd love to hear an update on your business ... so click the email button in the upper-right of the site here, and send me a note...

The Role Of The Southern Oregon Business Owner

We just finished all of the extended returns for our business owner clients, and today I'm feeling particularly grateful.Because over the past few weeks and months, I've been reminded of how important our work is. Not because "taxes and accounting" are inherently...

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!