Wondering how to structure your new company? Maybe you own rental properties and you’re wanting to understand the tax ramifications of your buying and selling decisions.
Whatever the case, we enjoy working with small business owners who understand we’re not just a “Here’s your return, here’s your bill” kind of firm. We provide value to our clients through our tax guidance and knowledge, using a personal touch in an easy-to-interpret language to help them make the right tax decisions and avoid surprises at tax time.
Services for: Individuals who want to maximize their refund
As a firm, our goal in providing tax preparation in Corvallis, OR is to identify tax planning implications and proactively apply updated strategies to minimize our clients’ tax liability and maximize financial growth. At Tax & Wealth Management, we offer a broad spectrum of comprehensive and thorough year-round tax assistance for individuals and small businesses in Corvallis and Surrounding Area.
Our services for small businesses include:
- Preparing year-end books for your tax return
- State-to-State tax forms, filings, and calculations
- Differentiating tax rules for the varying business structures
- Tax planning and how it relates to your business or individual taxes
- Benefits of Cash versus accrual accounting methods
- Retirement planning as it relates to taxes, you and your employees
- Payroll Taxes: Quarterly Reports, W-2s & 1099s
Our goal is to guide and encourage you to take advantage of the most current developments in the tax laws so we can develop an overall tax strategy together to help you minimize your tax liability.
Our detail-oriented and insightful staff is committed to providing the comprehensive reports and services you need to manage your finances and assess your financial position.
Whether you need a Chief Financial Officer (CFO) without paying the large salary or you’d like to be able to rely on your organization’s financial statements, our expert provide services to improve your financial needs.
We work closely with small businesses around the Mid-Valley, bringing a passion for detail and accuracy and a wealth of experience to examining your financial health.
Financial Services we provide If you need help:
- CFO Services & Business Coaching
- Financial Statement Audits
- Financial Statement Reviews
- Monthly, Quarterly, or Annual Compilations
- Compliance or Reporting Needs Outside of the Standard Scope
Tax problems don’t go away by themselves. They just get worse while penalties and interest mount up. Not to mention dealing with the IRS can be an absolute nightmare. But it doesn’t have to be.
At Tax & Wealth Management, we aim to work with you toward one common goal: to set the record straight. Whether a filing mistake was made on your end or the IRS just doesn’t have all of the information, you can regain your peace of mind by letting us help you resolve your IRS problems. That’s why we created a division specifically for you called Tax Debt Strategies, LLC
We will closely examine your case in order to help you develop an achievable plan of action for resolving your IRS issues. This includes discreetly negotiating Offers in Compromise on your behalf, determining why you owe the IRS and combing through source documents to find out what the IRS claims you owe versus what you actually owe.