Business Details
Trusted Tax Planning & Preparation Services in Lake Oswego
Anne Gaggini, CPA provides personalized tax planning and preparation guidance to individuals and businesses. Our firm specializes in addressing complex tax matters for individuals, including the taxability of employee stock compensation plans, income determination for rental properties, and accurate income calculations for sole proprietors. For businesses, we offer comprehensive services ranging from bookkeeping and accounting to strategic tax planning. With years of experience in the accounting industry, we prioritize client-specific needs and deliver tailored solutions.Our commitment to precision and client education ensures clients understand their tax obligations and opportunities. We serve clients in Lake Oswego and surrounding areas, combining local expertise with professional rigor. Our approach emphasizes transparency, reliability, and adherence to evolving tax regulations. By focusing on long-term client relationships, we aim to simplify tax complexities and support financial success.
Services
Tax Planning
Tax Preparation
Bookkeeping
Accounting Services
Rental Property Tax
Sole Proprietor Tax
Highlights and features
- We offer expertise in employee stock compensation taxability assessments.
- Our team specializes in rental property income determination.
- We provide accurate income calculations for sole proprietors.
- We deliver comprehensive bookkeeping and accounting services.
- Our tax planning ensures optimal business compliance strategies.
Services
Tax Planning
Our tax planning services help individuals and businesses optimize their financial strategies through proactive tax-saving opportunities. We analyze income sources, deductions, and credits to minimize liabilities while ensuring compliance. Clients receive customized recommendations aligned with their long-term financial goals.
Tax Preparation
We provide accurate and timely tax preparation for individuals and businesses, handling complex scenarios like stock compensation and rental property income. Our process includes thorough documentation review and error-checking to ensure precise filings with federal and state authorities.
Bookkeeping
Our bookkeeping services maintain organized financial records for businesses, tracking income, expenses, and transactions. We implement systems that support accurate reporting and informed decision-making, serving as a foundation for tax planning and compliance.
People
Anne Gaggini
CPA
Anne Gaggini is a certified public accountant with extensive experience in tax planning and preparation for individuals and small businesses. Her expertise includes complex tax scenarios involving stock compensation, rental properties, and sole proprietorships. Anne prioritizes client education and personalized service.
Questions
What tax services do you offer for individuals?
We specialize in tax planning, preparation, and analysis for individuals, including stock compensation taxation and rental property income reporting.
Do you handle business accounting needs?
Yes, we provide bookkeeping, tax planning, and compliance services for businesses, ensuring accurate financial management and regulatory adherence.
What areas do you serve?
We primarily serve clients in Lake Oswego, Oregon, and surrounding regions with personalized accounting support.
