MOST VALUE-ADDED CPA FIRMS IN TIGARD, OREGON
Thank you for visiting.
You may be just starting out your own business.
You may be in business for a while.
In all seasons, we are here to help you refine your strategic planning from an income tax perspective so you can save taxes and reinvest back into your business and lifestyle. Taxes are the highest expenditures in your life yet hard to quantify how much you left on the table because once you paid to governments you won’t get back. You never see them back!
We have been providing tax planning for business owners as a CPA firm in Portland, Oregon.
The process of working with us looks is simple:
- We have a strategy session to understand your business and personal tax situation and lay out your business, revenue/profit/salary over the last few years as well as your future plans, exit strategy, and estate planning.
- Decide to work together and optimize your tax situation which would include below:
- Entity Structure
- Maximizing Deductions
- Insurance
- Retirement
- Legal Loophole
- Nitch-specific tax strategies
- Advanced tax strategies
- TCJA, Cares Act, and Biden Administration Tax updates
- Tax-efficient investment strategies
- Evaluate your accounting records to ensure the reports are accurate and complete and, most importantly, decision-useful. And, that you have the right systems in place to grow.
- Then, construct a compliance calendar for you and make sure you’ve got a clear idea of everything that’s due and when.
If you fit one of the below criteria, we may be the right CPA:
- You feel you are overpaying the taxes and want to reduce taxes.
- Your business is currently at least $1M gross revenue or will be in a few years.
- You run multiple entities but don’t feel like your current accountant does good job of tax planning.
- You are selling a business or properties and don’t know what to do with capital gain over $1M.
- You need accounting and tax services in general for your small business.
If this is something you are interested in, go ahead and make an appointment with our accountant in Portland, Oregon.
You can schedule an appointment with Udai
We help you pay the bare minimum taxes you are obligated to pay
Providing Tax Compliance Work
Tax Planning to Lower Your Tax Liabilities
Representing Clients in front of IRS, State, and Local Tax Jurisdictions
Providing Monthly Accounting, Controller, Virtual CFO Service