How do you structure your new company? For example, you may own rental properties and want 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. Instead, we provide value to our clients through 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 client’s tax liability and maximize financial growth. Tax & Wealth Management offers a broad spectrum of comprehensive year-round tax assistance for individuals and small businesses in Corvallis and the Surrounding Area.
Our services for small businesses include the following:
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 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 a large salary or you’d like to be able to rely on your organization’s financial statements, our experts 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
We are the only Certified Tax Resolution office in Oregon specifically trained in the Internal Revenue Manual.
Tax problems don’t go away by themselves. Instead, they 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. So whether a filing mistake was made on your end or the IRS doesn’t have all 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 for you called Tax Debt Strategies, LLC
We will closely examine your case to help you develop an achievable action plan 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 decide what the IRS claims versus what you actually owe.