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...

Marketing Tips for Small Business Owners

As you may have heard, "Labor Day" originated during the time of 7-day workweeks of 12-hour days, in the late 1800's, as our country was in the throes of the Industrial Revolution. Times have certainly changed since then -- and our economy is no longer driven by the...

Solving Problems in Southern Oregon Businesses with Effective Solutions

There's this idea out there among many wannabe Southern Oregon business owners that they have to come up with the next completely fresh idea in order to have a great business. Shows like Shark Tank (which I love) go towards creating this kind of mindset -- although...

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...

Why Price Reductions are Bad Positioning for (Almost) Any Business

Our hearts remain with those in Houston and, now, South Florida, who has been dealing with such a massive disruption of their lives -- and during a time of year that is already one of the busiest. The IRS has set up a "catch all" page for those cleaning up from...

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...

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...

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...

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 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...

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!