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.

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.