Personal Attention
As a client of this CPA firm, you will have your own personal CPA. You will be able to call or email him and ask 5-10 minute questions during the year for free (if additional time is needed, at hourly rate). Year-end tax planning brochures & emails are offered at no charge.
One-on-one attention from your own CPA is this firm's niche. Services are customized to each business.
Several of my clients came to me from larger accounting & tax preparation firms - saying that they were not getting enough individual & year-round attention.
At this CPA firm, you get the attention you deserve.
What business entities does my firm serve?
Helping local small business owners file their business & personal income taxes...
SORRY, NOT ACCEPTING ANY NEW CLIENTS AS OF THIS DATE...
AS OF THIS DATE - ONLY ACCEPTING NEW CLIENTS WITH SCHEDULE C'S
NOT TAKING ON ANY NEW S/C CORPS OR MULTI-MEMBER LLC DUE TO TIME LIMITS, SORRY!
(that could change, if i can get caught up a bit, fyi)
* Sole proprietorships
* Single member LLC's
Multi-member LLC's - at firms' limit, apologies...
S corporations - at firms' limit, apologies...
C corporations - at firms' limit, apologies...
No staff to do simpler taxes - W-2 only or rental activities only (no biz)
Due to time limits & personal 1:1 services - limiting new clients to simpler personal tax returns with an IRS Schedule C (sole LLC or sole proprietorship) & little or no out-of-state activities. fyi
Past & current clients...
Architects
Architectural design
Art director
Attorneys
Auto repair shops
Auto body shops
Billing accountant
Business owners
Construction, chimney
Construction, electrician
Construction, laborer
Construction, roofer
Construction, painter
Construction, project manager
Construction, telephone installation
Consultants
Customer service rep
Designers, web
Designers, app
Designers, software
Designers, garden
Designers, landscape
Engineers, civil
Engineering techs
Event planners
Executives
Food brokers
Food service manager
Insurance agents
Librarians
Manufacturing
Manufacturer's rep
Marketing consultant
Market research firm
Medical, acupuncture
Medical, chiropractor
Medical, Audiologists
Medical, Dentist
Medical, massage therapists
Medical, Naturopathic physician
Medical, Nurses
Medical, Nurse anesthetist
Medical, pharmacists
Medical, physician
Medical, psychologist
Musicians
Office manager
Online sales/stores
Photographers, professional
Postal worker
Professors, college
Public relations
Publishing, info
School of dance
Software designers
Space planner
Teachers
Teachers, music
Travel agency
Videographer
Web developers
Writers, author
Writers, magazine
A few services & industries that I just don't focus on - sorry about that!
restaurants, bars, lodging, non-profits, daycare, film, breweries, cannabis, cryptocurrencies, entertainers, pro-athletes, real estate, rentals/airbnb, taxis, estates/trusts, gift taxes, farming, overseas taxpayers, foreign ownership, international taxation, and payroll preparation services (ADP, Paychex or Oregon vendors recommended). No legal advice or retirement/financial planning services. I also can't provide tax consulting, a comfort letter or P&L to your bank, or audit help - if you're not already a tax client.
These are real comments from my real Portland Oregon clients. I was born in Portland. 100% CPA & VETERAN owned. and I've been working one-on-one with my clients for 25+ years.
You get the attention you deserve.
