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Providing superior customer service to Washington and Oregon clients at competitive prices


Solutions
Our firm offers a wide range of services to our individual and business clients. Because we are a small firm, our clients benefit by getting personalized, quality service that is beyond comparison.  Below we have listed the services that we offer to our clients along with a brief description.  As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

In the areas that fall outside of our expertise, we can offer you general guidance and refer you to professionals in each specific area that can attend to the detailed needs you require. 

To learn more please click any of the links below:

:: Accounting Services :: Bookkeeping/Write-Up
:: Financial Statements :: Reviews & Compilations
:: Cash Flow & Budgeting Analysis :: Tax Planning & Preparation
:: Tax Services :: IRS Representation
:: Payroll Services :: Sales Tax Services
:: Consulting Services :: Business Succession Planning
:: Accounting Software Selection & Implementation :: Buying & Selling a Business
:: Financial Planning :: Management Advisory Services
:: Fraud Prevention & Detection :: Retirement Planning
:: Business Consulting  :: Debt & Financing Services
:: Business Entity Selection :: Mergers & Acquisitions
:: Asset Protection  :: Expert Witness Services
:: Litigation Support  :: Bankruptcies
:: Employee Benefit Plans :: Internet Commerce


Accounting Services 
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following: 
*General ledger & financial statement preparation 

*Bookkeeping (Monthly/Quarterly/Annual) 

*Accounting system setup for new businesses 

*Computerized payroll services 

*Business tax return preparation (Sales & Use/Business Property) 

*Personal financial statements 

*Litigation support 

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Reviews & Compilations 
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Our goal is to work with you to understand these reports and use them as a tool to manage your business. Likewise, presentation of these reports to investors, banks, and creditors is an integral part of growing your company. We provide financial reporting on two levels of assurance: 
*Review - some analytical procedures conducted with limited assurance 

*Compilation - based upon client information provided and used primarily for internal use. 

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Bookkeeping/Write-Up 
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping. Whether you have an in-house staff of accountants or send your records to us on a monthly basis, we are here to insure the integrity of your record keeping process so that it is not only accurate, but being handled in the most efficient and effective manner. Our staff is proficient in various types of software. The bulk of our clients operate on Computer Associates (ACCPAC), Quickbooks.

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Financial Statements 
We can assist you in the preparation of your financial statements in accordance with professional standards. These financial statements are presented in a nationally standardized format that all financial institutions understand. The financial statements produced is also be a useful tool for management for making financial decisions if one is able to decipher the key points that a financial statement can bear on the financial status of your company. Our goal is to help you to identify these key points and to become literate in the mechanics of the financial analysis of your company's operations. 

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Cash Flow & Budgeting Analysis 
A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses. Planning ahead and anticipating cash shortfalls and finding solutions before the problems arise is part of effective cash flow management. 

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Tax Services 
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to: 
*Tax planning & return preparation 

- Individuals 

- Corporations 

- Partnerships 

- LLCs/LLPs

*Taxing authority representation 

*Divorce and support issues 

*Tax effects of buying/selling a business 


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Tax Planning & Preparation 
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. It is what you do before the end of the year that makes the most difference in your tax filings. 

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IRS Representation 
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies. Whether it is a simple tax notice, an IRS audit, or an application for an Offer in Compromise, we are skilled at this "art form" and prepared to help you to make the best possible settlement. 

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Payroll Services 
As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner. 

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Sales Tax Services 
Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.


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Consulting Services 
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services: 
*Accounting software selection and implementation 

*Type of entity selection 

*Business valuations 

*Buying/selling a business 

*Computer systems 

*Financial & retirement decisions

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Accounting Software Selection & Implementation 
With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs. 

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Business Succession Planning 
Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan. 

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Buying & Selling a Business 
Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations. 

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Computer Consulting 
Whether you are contemplating the addition of new computer hardware or overhauling your network, our experienced staff can assist you with many of the difficult decisions that must be made when designing your business' computer systems. 

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Fraud Prevention & Detection 
We use accounting and auditing skills to provide an analysis of financial records in conjunction with fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices. 


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Financial Planning 
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.


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Retirement Planning 
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years. 

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Management Advisory Services 
Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success. 

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Business Consulting 
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. 

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Debt & Financing Services 
Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level. 

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Business Entity Selection 
Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company. 


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Mergers & Acquisitions 
Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations. 


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Asset Protection 
Asset protection, or wealth preservation, plan makes the enforcement of judgements against protected assets nearly impossible and allows the owner of protected assets to retain substantial control over these assets. Our firm can assist you with an asset protection plan that may include family limited partnerships, or offshore trusts. 


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Bankruptcies 
Filing for bankruptcy is a serious and involved process with many legal and tax issues. Our firm is familiar with the complexities of the bankruptcy filing system and can competently guide you through the process. 


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Expert Witness Services 
Pending or existing litigation can result in the need for a qualified professional to present his/her opinion to support or oppose evidence submitted to the court. Our level of competence allows us the opportunity to function as expert witnesses in such cases. 


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Employee Benefit Plans 
The accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We can assist with the development, implementation and administration of your employee benefit plan. 



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Litigation Support 
Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages. 


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Internet Commerce 
Online sales are predicted to reach $ 12 billion by 2002. If your business is not on the Web, it needs to be. We can help you determine if your company would benefit from setting up a "virtual storefront" on the Internet and assist in implementing adequate systems and controls.

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Copyright 2011 Certified Accounting And Tax Service LLC