CPA Services

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
Rentals
Partnerships and S-Corporations
Retirement Plans
Losses and limitations
Like Kind Exchanges
Expatriates
Foreign Subsidiaries and Sub Part F Income
Foreign Trusts

Financial Reports

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.