INSIGHT TAX AND ACCOUNTING

Introduction: My main focus is on Tax Preparation. I do taxes for individuals, small businesses (Schedule C) and corporations, in my office and remotely. For this I charge per form but I can also bundle the tax preparation with the bookkeeping and/or accounting that need to be done first (when that's the case) and evaluate/price the big project as a whole package. I do litigation and I can represent clients in the audits either with the IRS or Oregon Dept of Revenue, as I am an Enrolled Agent and a Licensed Tax Consultant (with OR Board of Tax Consultants). I offer Bookkeeping and Accounting services to businesses and self employed people. I charge between $60 and $100/h - depending on volume and complexity of work. I can travel to your business or work it in my office. I use QuickBooks (including Online) and I'm familiar with other software (used in the non-profit industry) as well. For Tax Preparation I use Proconnect software by Intuit (online) and charge per form; it depends on how many forms individuals or businesses need for filing but also on how complex the return is and if an extended preparation time is necessary. A basic individual tax return with just one item of income (like 1 W2 form) is $160. I also do tax planning and projections for individuals and businesses in order to find ways for my clients to stay ahead of the game, save on taxes and help them be compliant with the financial/tax requirements for their particular situation. My work happens mainly in a paperless environment, so connecting and exchanging information via internet is very efficient and important, although is not compulsory. I like doing Accounting and Tax Preparation because of the multitude of aspects and cases they involve. There are many things to consider, different frames to map a client's case, while both a synthetic thinking and an analytic mind need to come together for the job to be successfully done. Accountants and Tax Preparers are those able to break things down and reconstruct the whole - not only to measure the financial efforts but to draw accurate pictures of the financial trends, raising budget awareness and eventually saving money through applying the right knowledge to the right situation.