SERVICES

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We prepare federal, state, and local returns for individuals, businesses, trusts, estates, and tax-exempt organizations. Our practice covers all 50 states and includes international reporting obligations. Every return is prepared with the same standard of care we would apply to our own — accurate, compliant, and filed on time.

• Federal, state and local returns, including 1040, 1120, 1120S, 1065 and 1041 and corresponding schedules
• Specialty and informational returns, including 706, 709, 990 and 5500
• Compliance with the IRS, FTB, EDD and EOB and all State tax authorities
• Amended Income Tax Returns
• Non-Resident Income Tax Returns
• Electronic Tax Filing
• State Income Tax Returns (all 50 states)
• FBAR, Foreign Income and Asset Reporting, and International Information Returns
• IRS ITIN Certifying Acceptance Agent
• Oregon Licensed Tax Consultant #1924222-C

Tax preparation tells you what happened last year. Tax planning positions you for what happens next. We work with clients year-round to structure their income, entities, and investments in ways that minimize tax liability within the bounds of the law.

• Business management & compliance packages (Corporations, Partnerships & LLCs)
• Income deferral and use of legal entities to minimize tax impact
• Deferring tax liabilities through pension plans and retirement contributions
• Tax-exempt investment strategies
• Finding tax deductions that serve you
• Fringe benefits and accountable plans
• Bookkeeping and financial statement preparation
• Certified QuickBooks ProAdvisor services

When the IRS contacts you, your response matters. As an Enrolled Agent with advanced credentials in tax controversy (CTRC, NTPI Fellow), I represent taxpayers at all administrative levels of the IRS — from initial examination through appeals, collections, and settlement. You do not need to face the IRS alone.

• Audit & Examination
• Offer In Compromise
• Collection Appeals (liens, levies and seizures)
• Taxpayer Assistance Orders (Form 911)
• Installment Agreements
• Penalty and Interest Abatements
• Administrative Appeals
• Delinquent Returns
• Trust Fund Recovery Penalties
• Statute of Expiration Defense
• FOIA (Freedom of Information Act Requests)
• Collateral and Closing Agreements