Our Services

Tax Planning

For small business, professional practices, high-net-worth individuals, and individuals & families.

 

Would you like to predict your tax bill this year — and know you're paying the minimum the law allows? Planning happens before December, not in April. We build the multi-year picture and then handle the filings that follow from it.

  • Multi-year tax projections and scenario modeling

  • Entity structure and selection — S-corp, partnership, LLC, C-corp

  • Reasonable compensation and owner-comp strategy

  • Multi-state and nexus planning

  • Equity compensation — ISOs, NSOs, RSUs, 83(b) elections

  • Capital gains timing and loss harvesting

  • Owner retirement plans — SEP, SIMPLE, solo 401(k), cash balance

  • QBI and Section 199A optimization

  • Estimated tax and safe-harbor planning

  • Individual, business, and fiduciary return preparation

  • Multi-state and part-year filings

  • Amended returns and prior-year cleanup

Cash Flow Planning

For small business and professional practices.

 

Would you like to predict your cash balance for the end of the year, the quarter — or even this month? When you can see cash coming, every decision gets easier. We watch the numbers that actually drive your business, year-round.

  • Cash flow forecasting and 13-week cash planning

  • Budgeting and variance reporting

  • KPI dashboards and practice benchmarking

  • Pricing, margin, and service-line profitability

  • Hiring and capacity planning

  • Financing readiness and lender packages

  • Debt paydown sequencing

  • Bookkeeping, cleanup, and controller-level oversight

  • Compilations

  • Payroll advisory and provider coordination

We advise on payroll structure and act as your liaison with your payroll provider — we do not process payroll in-house. We do not perform financial statement audits.

Trust, Estate & Legacy

For estates & trusts and high-net-worth individuals.

 

Whether you're planning your own legacy or serving as a trustee or executor, the stakes and the paperwork are high — and it usually arrives at the worst possible time. We bring clarity and care to the numbers so families are protected and wishes are carried out.

  • Fiduciary, estate, and gift returns — 1041, 706, 709

  • Trust accounting and fiduciary reporting

  • Oregon estate tax and federal estate tax planning

  • Gifting strategy and lifetime exemption use

  • Step-up in basis and date-of-death valuation

  • Trustee, executor, and beneficiary guidance

  • Family business succession and transfer planning

  • Charitable trusts — CRTs, CLTs, and foundation basics

  • Coordination with your estate attorney and financial advisor

Real Estate Tax Strategy

For real estate investors — landlords, 1040 investors, developers, and contractors.

 

Structure decisions get made at closing, when it's too late to change them. Gains get recognized that didn't have to be. And most owners never run the study that would have accelerated years of depreciation — because nobody told them it existed.

  • 1031 like-kind exchanges

  • Cost segregation studies and bonus depreciation

  • Rental portfolio structuring and entity layering

  • Passive activity losses and real estate professional status

  • Opportunity zone investments

  • Developer and contractor accounting — job costing, percentage-of-completion

  • Basis tracking and disposition planning

  • Multi-state property and nexus exposure

And more
Additional ways we help

Exit & Succession Readiness

What the business is actually worth — and what would change it before you sell or bring in a partner.

Retirement & Withdrawal Strategy

The order you draw income in decides how much tax you pay. We plan the sequence, including Roth conversions and Social Security timing.

Portfolio Tax Efficiency

Asset location and tax-aware review, coordinated with your financial advisor.

Charitable Giving

Donor-advised funds, appreciated stock, QCDs, and bunching — generosity that's structured well.

Bookkeeping & Controller Oversight

Clean, current books that make every other decision easier.

IRS & Oregon DOR Representation

Notice response, audit representation, penalty abatement, and back-filing.

Exit & Succession Readiness

For professional practices and small business owners.

What's my business worth? It's the question behind almost every decision an owner is weighing — whether to sell, when to retire, what to offer a partner coming in or buy out one going out.

We'll give you that number. Then we do the part most owners never get: show you what's driving it, what's suppressing it, and what would change it over the next few years. For partner buy-ins and buy-outs, we work from your buy/sell agreement so everyone is looking at the same figure.

When a situation calls for a formal appraisal — a gift or estate filing, a divorce, litigation — we'll tell you plainly and bring in a credentialed appraiser, then stay in your corner to review their work.

That's a planning-grade number — built for the decisions you're making, not for a buyer's due diligence or a courtroom. When you need the other kind, we'll tell you before you spend a dollar on the wrong thing.