Business Details
31 Years
experience
Certified Accounting Services Oregon City
At Plus Minus, we serve as a navigational tool for clients navigating complex financial landscapes. Founded in 1995, our firm combines precision, technology, and proactive communication to deliver tailored accounting solutions. With over two decades of experience, we specialize in tax planning, preparation, and advisory services for individuals and businesses. Our team of certified professionals prioritizes accuracy, staying ahead of regulatory changes to ensure optimal outcomes.We leverage advanced tools like QuickBooks administration and secure document portals to streamline processes. Client testimonials highlight our ability to save thousands through strategic planning and personalized service. Our relocation to Oregon City in 2007 expanded our reach while maintaining strong ties to the Greater Portland area. We emphasize transparency, building long-term relationships through reliable expertise and a commitment to exceeding expectations.
Services
Tax Preparation
Tax Planning
Accounting Services
Entity Formation
Tax Resolution
QuickBooks Support
Financial Consulting
Details
- Year established: 1995
Highlights and features
- 25+ years of local accounting expertise since 1995
- Proactive tax planning with certified public accountants
- Secure document sharing via Liscio Portal
- Customized QuickBooks administration solutions
- Personalized service with 100% client satisfaction guarantee
What people say
Saved thousands
Expertise
Personalized service
Reliable
20 years
Services
Tax Preparation
We prepare and file federal and state tax returns for individuals and businesses with meticulous attention to detail. Our certified professionals ensure compliance while maximizing deductions. Clients receive comprehensive documentation and clear explanations of all filings.
Tax Planning
Our proactive tax planning identifies savings opportunities throughout the year. We analyze financial situations to develop customized strategies that minimize liabilities. Services include retirement planning, investment analysis, and business expense optimization.
Accounting Services
We provide monthly and quarterly accounting solutions tailored to business needs. Services include bank reconciliations, financial statement preparation, and system optimization. Our QuickBooks experts ensure accurate record-keeping aligned with tax requirements.
Entity Formation
We guide clients through selecting optimal business entities based on financial goals. Services cover S Corp elections, partnership formations, and LLC structuring. We analyze tax implications and regulatory requirements for informed decisions.
Tax Resolution
Our team handles tax notices from federal and state agencies. We negotiate payment plans, resolve audit issues, and ensure compliance with tax codes. Services include representation before the IRS and state revenue departments.
People
Stephan Sykes
Certified Public Accountant
Founder with 25+ years experience in tax strategy and financial planning. Specializes in business accounting solutions and tax optimization. Committed to personalized client service and technological innovation.
Diana Sykes
Enrolled Agent
Licensed tax consultant with expertise in complex tax situations. Provides strategic guidance for high-net-worth individuals and business owners. Maintains IRS compliance certifications and continuing education.
Jaileene Eubanks
Executive Assistant
Coordinates client services and office operations with 15+ years institutional knowledge. Ensures seamless communication between clients and accounting professionals. Manages document workflow and appointment scheduling.
Ezra Lortz
Accountant
Certified accountant specializing in small business accounting and payroll processing. Implements efficient bookkeeping systems and prepares financial statements. Provides QuickBooks training and support.
Amy Huffman
Accountant
Experienced in corporate tax preparation and financial reporting. Focuses on accuracy and compliance for multi-state business operations. Assists with audit preparation and accounting system integrations.
Questions
What accounting services do you offer for small businesses?
We provide monthly accounting, QuickBooks support, tax planning, and entity formation services tailored to small businesses. Our team handles bookkeeping, financial statements, and compliance requirements.
Do you offer tax planning throughout the year?
Yes, we provide year-round tax planning to identify savings opportunities, optimize deductions, and ensure compliance with changing regulations for both individuals and businesses.
How do I submit documents securely?
Clients use our Liscio Portal for secure document sharing. Contact our front desk for login credentials and upload instructions.
What areas do you serve?
We serve Oregon City, Portland metro area, and western suburbs. Clients include individuals and businesses throughout the Willamette Valley region.
Can you help with IRS tax notices?
Yes, our tax resolution services handle IRS and state agency communications, including notices, audits, and payment plan negotiations for individuals and businesses.
