Oregon CPA firm · Client accounting and tax
You shouldn't find out in March.
Bookkeeping, the entity return, the owner's 1040, and the planning that connects them — one firm, one monthly fee, all year.
The number arrives too late to do anything about it.
Your books get closed in February. Your return gets prepared in March. By the time anyone tells you what you owe, every decision that could have changed it — your salary, your distributions, your equipment timing, your retirement contribution — is twelve months behind you.
That isn't a tax problem. It's a calendar problem — and it's the one thing a firm that sees you once a year can't fix.
What we find, almost every time
Your salary is a guess.
Reasonable compensation set once, years ago, and never revisited — with exposure running in both directions.
Estimates don't match distributions.
Cash came out of the business. The estimates never moved. The underpayment penalty does the rest.
Your QBI deduction leaks.
Wage and income thresholds interact with the salary you set. Most owners have never seen that tradeoff modeled.
The tax position diagnostic
Four numbers you should have had in June.
A fixed-fee review of where your business and your personal return actually stand — and what's still moveable before December.
What you pay yourself against a defensible range for your role, industry, and revenue — documented, so it holds up if it's ever questioned.
The entity and you personally, with distributions accounted for rather than ignored.
What you owe if nothing changes, what the penalty runs, and whether a safe harbor is still reachable this year.
Retirement plan design, equipment timing, compensation adjustments — with the dollar effect of each, and the date each one closes.
$1,250 — credited in full against your first engagement. You send four documents; two weeks later you get a written finding and a 45-minute call to walk it.
Then we take it off your desk.
Four depths, one engagement — and your entity return and personal return are inside the monthly fee at every one of them.
Categorization, reconciliations, and a monthly P&L and balance sheet you can actually read.
We run the back office — AP and AR, payroll, sales tax and 1099s, an accrual close, an annual reasonable compensation review, and a monthly call about what the numbers mean.
Budget against actual, a rolling 13-week cash forecast, a KPI dashboard, and quarterly planning.
Modeling, margin analysis, banking relationships, board reporting, and support through a transaction.
What "tax included" means
Your entity return. Your personal return. Every level.
Quarterly estimates handled. The planning conversation before December instead of the invoice after April. There's no tax package to choose, because the level you're on already gives you more access than the top tier at most firms.
We find out where you stand, in writing. Credited against what comes next.
Historical cleanup, chart of accounts rebuilt, systems set up. Quoted once, billed once.
Books closed, returns filed, estimates handled — and a call each month with someone who's watched your numbers all year.
Who this is for.
A good fit
- Owner-operated, roughly $1M to $10M in revenue
- An S-corp or partnership where distributions are real money
- You want one firm doing the books, the returns, and the planning
- You'd rather know the number in June than in March
Probably not us
- Pre-revenue, or under $1M
- Shopping for the cheapest monthly bookkeeping quote
- A single W-2 return with nothing else attached
- You want the return filed and no conversation about it
Find out where you stand.
Tell us about your business in a few sentences. If we're a fit, we'll send the diagnostic engagement and a private booking link — usually within two business days.
© 2026 Gentry Tax & Advisory. General information only — not tax advice, and not a substitute for advice on your own facts.