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
Start by finding out where you stand.
Send last year's returns and this year's numbers. Two weeks later you get a written finding with four figures — and a call to walk through it.
01
Your reasonable compensation position
02
Projected tax at both levels
03
Underpayment exposure today
04
What's still moveable this year
$1,250 — credited in full against your first engagement.
Accounting, tax, and planning under one monthly fee.
Most clients who run the diagnostic stay on. Four depths, from clean monthly books to a full finance function — and your entity return and personal return are included at every one of them.
Monthly accounting
Bookkeeping and close, payroll, accounts payable and receivable, sales tax and 1099s, with controller and fractional CFO work above that. See the levels →
Tax only
If your books are already clean and you just need the returns filed well, the annual packages cover it. See the packages →
Who we're a fit for.
A good fit
- Owner-operated, roughly $1M to $10M in revenue
- An S corporation 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.