A Focus on Individuals
Our clients are first and foremost individuals that we develop a relationship with. Those individuals frequently own businesses or professional practices or are investors. We prepare their personal and business income tax returns. In addition to income taxes we prepare reports on financial statements for businesses and individuals and perform independent accountings for the courts. To learn more, call us today: (503) 295-1988
Tax Returns and Consulting - Foreign and Domestic
We prepare income tax returns for all our clients, but distinguish ourselves by (1) consulting with you on planning important transactions, and (2) being able to deal with both Foreign and Domestic issues. So, whether you have a business in Scappoose or Shanghai, we can help. We also provide reports for financial statements and when our clients need it, we qualify as an expert in both federal and state courts in matters of accounting and damages.
Here are just some of the specialized services:
Specialty Areas of Income Taxes
- Individuals holding business entities.
- Closely Held Businesses.
- US Citizens (Expats) living outside the US
- Foreign Nationals living in the US or subject to US tax
- Foreign Investment in US Real Estate (FIRPTA)
Areas of Interest
- Discharge of Debt
- Capital Gains
- Partnerships and S-Corporations
- Retirement Plans
- Losses and limitations
- Like Kind Exchanges
- Foreign Subsidiaries and Sub Part F Income
- Foreign Trusts
- Personal Balance Sheet for Financial Planning
- Reviewed and compiled financial statements for businesses
Gift and Estate Planning
- Wealth transfer planning to minimize death taxes
Our work doesn't stop after April 15. We provide tax planning services in estimating liability and designing transactions to legitimately avoid or minimize US and state income taxes.