About Us Pacific Northwest Tax Service

tax and bookkeeping portland

The end result is a set of accurate financial statements—an income statement and a balance sheet. Our team of tax professionals has decades of tax preparation experience. Jasper Casbeer and Heather Hua lead our bookkeeping and payroll services department which delivers bookkeeping and payroll services to our business clients.

  • AI-powered software can handle large volumes of data with speed and accuracy, significantly reducing the risk of human error.
  • Under the federal Protecting Americans from Tax Hikes (PATH) Act, the IRS cannot issue Earned Income Tax Credit (EITC) and Additional Child Tax Credit (ACTC) refunds before mid-February.
  • It provides bookkeeping services for companies in specialized niches, such as law firms and restaurants.
  • Ryan specializes in small business bookkeeping, income tax planning and preparation, and payroll and tax services.
  • That’s because you deserve honest insights to help you make the best financial decisions possible to grow your business year in and year out.

According to a January 7 letter from House Speaker Mike Johnson (R-LA), the $1.590 trillion topline for the fiscal year ending September 30 includes $886 billion for defense and $704 billion for nondefense. “The agreement today achieves key modifications to the June framework that will secure more than $16 billion in additional spending cuts to offset the discretionary spending levels,” wrote https://www.bookstime.com/ Johnson. Congress is tasked with taking action before a January 19 partial government shutdown deadline, and a February 2 full shutdown deadline. Agencies impacted by the earlier date include the departments of Agriculture, Transportation, Energy, Veterans Affairs, and Health and Human Services. Please see our Bookkeeping and Payroll page for detailed information about our services.

Meet Our Leadership Team

Checkpoint Edge uses cutting-edge artificial intelligence to help you find what you need – faster. That framework refers to debt ceiling negotiations between Republicans, Democrats, and the Biden administration. The plan was to trim another $10 billion out of the enforcement bucket in fiscal 2024, and again an additional $10 billion the next year.

  • Also, AI-powered analytics can predict future financial trends, helping firms plan and strategize effectively.
  • Founded by Jess and April Gutierrez in 1992, our Portland-based, family-owned business has focused on delivering quality service to our clients.
  • Finances are complicated, but your bookkeeping service will make it simple.
  • No matter how far behind you are (yes, even years behind), we can get you caught up quickly.
  • Its bookkeeping service includes balance sheet and general ledger reporting, monthly operating write-ups, and checking account reconciliation.

Our digital operations and experienced team of professionals enable Perpetual CPA to serve clients locally and across the nation. We understand that bookkeeping mistakes can happen, but it’s important to address them as soon as possible to avoid any further complications down the line. Our team of experienced CPAs can help you identify and fix any bookkeeping mistakes, ensuring that your financial records are accurate and up to date. Don’t let bookkeeping errors hold your business back – contact us today to get started on correcting your financial records. Many financial decisions have tax implications, such as contributing to a retirement account, selling a home, or owning a rental property.

Personalized, professional accounting, tax, bookkeeping & business consulting services.

No matter how far behind you are (yes, even years behind), we can get you caught up quickly. Use our portal to send and receive your tax documents in a secure environment. Depending on the complexity of your tax situation, getting ready for your tax interview may take just a few minutes or require quite a bit of time and effort. Perpetual CPA leadership team has nearly 35+ years of combined Accounting, Tax, Controllership, CFO, and Business Administration skills and experience.

If there’s any change in your bookkeeping team, we’ll let you know as soon as possible and make sure the transition is a smooth one. We use Plaid, which lets you securely connect your financial accounts to Bench in seconds. This feature saves you the time and effort of manually uploading documents.

Dawna Stafford

Contact us today to learn more about how we can help your business grow and thrive. Small business consulting and QuickBooks services are available as well along with the preparation of tax returns for individuals and small businesses. The bookkeeper, Stefanie, often works together with a client’s CPA for comprehensive service at an affordable rate and is a member portland bookkeeping of the American Institute of Professional Bookkeepers as well as the NATP. Fisher Bookkeeping serves small- and medium-sized businesses throughout Portland and neighboring communities. It provides bookkeeping services for companies in specialized niches, such as law firms and restaurants. It assists clients in catching up on past reports and preparing for taxes.

tax and bookkeeping portland

The easiest way to check a refund’s status is by using Where’s My Refund? Realtors, property managers, and other real estate professionals turn to us when the need a real estate CPA firm who specializes in their industry. Your bookkeeping team consists of 3 professionally trained bookkeepers, including one senior bookkeeper who reviews all of your monthly statements and your Year End Financial package. Every plan comes with a dedicated bookkeeping team to handle your monthly books, and intuitive software to track your financials.

We offer comprehensive accounting, QuickBooks, and payroll services to our clients. Certified QuickBooks Pro Advisor Heather Hua leads our payroll and QuickBooks team. To avoid delays in processing, people should avoid filing paper returns whenever possible. Taxpayers will continue to see helpful changes at the IRS following ongoing transformation work. The IRS expects more than 128.7 million individual tax returns to be filed by the April 15, 2024, tax deadline. Whether you’re a small business owner or a large corporation, you can count on us to provide the professional and reliable services you need to succeed.

tax and bookkeeping portland