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...

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...

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 TCJA And What It Means For Your Southern Oregon Business

Usually, in the week following the Super Bowl, I do a fun rundown on the various advertisements -- at least a short one. But this was an unusual year. Because unless you are a Patriots fan, everything about that game experience was boring, including the...

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...

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...

Brian Manthe’s Three Simple Steps Towards a Better Business Budget

It's amazing -- and scary -- how many Southern Oregon businesses operate without a true budget. Cash flow becomes their only barometer, and that often doesn't include an accurate picture of ongoing growth, or the health of a business.Look -- in addition to handling...

How to Eliminate Workplace Gossip in Southern Oregon Businesses

I'm going to step away from tax land today, and put on my business coaching hat.But don't get me wrong -- we are diligently working through many of our Southern Oregon business owner client files and getting a significant thrill from being able to help so many of our...

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...

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...

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!