Tax Preparation & Planning
Strategic tax planning and expert preparation to minimize your liability and strengthen your financial position, year-round.
Individual Tax
Personal Tax Services
Ideal for: Employees and single filers with straightforward W-2 income.
- W-2 income reporting
- Standard deduction optimization
- Earned Income Tax Credit (EITC) and other credits
- Form 1040 and Schedule 1 preparation
Ideal for: Freelancers, landlords, investors, and crypto holders with multiple income streams.
- Self-employment, rental, and investment income
- Itemized deductions
- Business expenses and capital gains reporting
- Schedule C, E, and D preparation
- Tax-saving strategies and year-round planning
Ideal for: Trusts, estates, and multi-state filers with complex financial positions.
- Form 1041 (trust and estate) preparation
- Multi-state filing coordination
- Estate and gift tax planning
- Complex investment reporting
- Tax-efficient wealth preservation strategies
- Coordination with financial advisors and attorneys
Business Tax
Business Tax Services
Ideal for: Single-member LLCs and small S-Corps with straightforward operations.
- Form 1120S, 1065, and 1120 preparation
- Basic income, expense, and depreciation reporting
- K-1 preparation and distribution
- Sales and payroll tax compliance
Ideal for: Multi-entity businesses and companies with significant revenue and complex structures.
- Multi-state filings and nexus analysis
- Complex depreciation and amortization schedules
- Tax credit optimization (R&D, energy, hiring)
- Year-round tax planning and strategy
- Coordination with legal and financial advisors
Ready to Minimize Your Tax Liability?
Schedule a free consultation and learn how proactive tax planning can save you money and protect what you've built.
Schedule a Consultation Licensed CPA
Oregon & California