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.

The TCJA And What It Means For Your Southern Oregon Business

Usually, in the week following the Super Bowl, I do a fun rundown on the various advertisements -- at least a short one. But this was an unusual year. Because unless you are a Patriots fan, everything about that game experience was boring, including the...

Big PPP Loans Forgiveness Update From The IRS For Southern Oregon Businesses

For the past few weeks, we have been constantly talking about the Paycheck Protection Plan (PPP). Perhaps an overkill, but the program has been a lifesaver for a variety of our clients, and it has provided a great shot in the arm for others.Finally last week, we got...

Protecting Your Focus At All Costs by Brian Manthe

War drums beating in Iran.Impeachment (?) proceedings. Democratic primaries.Weird economic signals.There is literally SO MUCH that can rob you of your greatest asset as we move forward into 2020.And in case it wasn't obvious, I'm talking about your focus.As a local...

The Three Kinds of Customers For Southern Oregon Businesses

Bar none, the most important asset in your Southern Oregon business is your client and customer list. This is even true if you are in a "capital-intensive" business with significant material assets. In fact, I'd be very interested to hear someone make a strong case...

Five Ways To Get Small Business Help Right Now For Your Southern Oregon Business

There is so much noise right now about how to survive (even thrive) in the midst of this very difficult season."Pivot on your strategy, stay laser focused on your vision," its been advised.Yes, if you are running a business, these times call for a shift....

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...

An SBA Funding Update And Four Scenarios Your Southern Oregon Business Could Be In

The second round of the Paycheck Protection Program (PPP) funding, $322 billion, began this past Monday.  The first round at $349 billion funded 1.6 million businesses in just 13 days, with some 800K pending applications in the queue. If yours was one of...

August 31: Last Day to Undo Your 2020 RMDs

Tax day is finally here, July 15! If you need more time, it's easy to get an automatic filing extension to October 15, and we can help you with that. But, there is another deadline coming up: August 31, 2020. For those of you who took out your 2020 required minimum...

Influence and Leadership In The Digital Age by Brian Manthe

Here's a truth that some Southern Oregon entrepreneur-types HATE to acknowledge: uptight accountants are a useful bunch.One of the things we really like, btw, is getting AHEAD of the game for our Southern Oregon clients.Which, regardless of your entity structure,...

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...

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!