At our firm, finding the right match is crucial, so we invite you to explore the list of clients we work with to see if we’re the perfect fit for you.
Who do we serve?
Oregonians – Our Home State Focus
If you’re an Oregonian, you’re in the right place. We are proud to focus on serving clients right here in the Lone Star State. However, if you’re currently residing out of state and planning to move to Oregon soon, let’s have a chat about how we can assist you in the future.
Small Business Owners – Our Passion
Entrepreneurship fuels our passion, and we absolutely love working with small business owners. Whether you’re a seasoned business owner or just starting up, we’re here to support your journey.
Investment Property Owners – Your Trusted Advisors
We have a special connection with investment property owners, and it’s no joke that a significant number of our clients are in this domain. Understanding the complexities of reporting the correct cost basis for depreciation purposes is our forte – a common pitfall that we help you navigate.
Stock Options – Maximizing Your Gains
If you have RSUs, ESPPs, ISOs, or other stock options, we’re here to guide you through the intricate world of tax planning for purchases and sales. Our expert advice will help you make the best decisions according to our professional opinion, and we ensure that your tax return accurately reflects the correct cost basis when you sell those options.
“Simple” Tax Return – We’ve Got You Covered
In today’s world, there’s really no such thing as a “simple” tax return anymore, thanks to Congress. However, don’t worry – even if you have a W-2 with stock sales, you are more than welcome here. We handle various complexities and are well-prepared to handle your unique situation.
Our Values: Respect and Collaboration
At our firm, we believe in fostering a positive working relationship with our clients. We are committed to providing excellent service and advice to individuals who treat others with respect. On the flip side, if you choose to be disrespectful or exhibit inappropriate behavior towards any member of our team, we reserve the right to discontinue our engagement.
Pricing
Individual Tax Returns
$1,000 minimum for personal (1040)
Business Entity Returns
$2,000 minimum for the business entity (S-Corporations, Partnerships)
Our services may be more expensive, but it’s because we prioritize doing the right thing and providing high-quality results that meet your needs. We value prompt communication and specialize in our field, offering distinguished services steeped in knowledge and experience. You’ll get exceptional value that exceeds your expectations.
If you are interested in working with us, we would be delighted to learn more about you. Kindly complete the inquiry form, and we eagerly anticipate hearing from you soon.