Business Details
14 Years
experience
Trusted Tax Preparation & Bookkeeping Services in Newberg, OR
Our licensed professionals have dedicated their careers to mastering federal and state tax laws while delivering precise returns and bookkeeping solutions. Since 2012, we have served clients in Newberg and nationwide, combining decades of collective experience with continuous education to navigate evolving tax regulations. Our team specializes in individual and business tax preparation, amendments, and accounting assistance using QuickBooks and Wave software. We pride ourselves on meticulous attention to detail, ensuring every client receives personalized service tailored to their unique financial needs. Our expertise extends to S-Corporations, Partnerships, and C-Corporations, with a focus on simplifying complex financial tasks for clients across all 50 states.By maintaining licenses including Oregon LTC and IRS Enrolled Agent credentials, we uphold the highest standards of professionalism and client representation. Our commitment to excellence is reflected in our track record of accurate filings and satisfied clients who trust us to minimize their tax burdens and administrative stress. We differentiate ourselves through technical proficiency, client education, and a proactive approach to tax compliance and planning. Our team's diverse backgrounds in accounting and IT enable us to tackle specialized cases while maintaining operational efficiency. This combination of experience, technology, and personalized service positions us as trusted partners in our clients' financial success.
Services
Individual Tax Preparation
Business Tax Preparation
Tax Planning & Compliance
Bookkeeping Services
Accounting Assistance
Tax Amendments
Consultations
HOA Services
Details
- Year established: 2012
Highlights and features
- We hold active Oregon LTC and IRS Enrolled Agent licenses for tax representation
- Our team maintains continuous education in evolving tax regulations
- We combine 15+ years of collective experience in tax and accounting services
- We specialize in QuickBooks and Wave accounting software integration
- Our staff includes certified professionals with degrees in accounting and IT
Services
Individual Tax Preparation
We prepare current and past-year individual tax returns with meticulous attention to detail. Our licensed professionals optimize deductions and ensure compliance with federal and state regulations. Clients receive clear explanations of their returns and proactive advice for future tax planning.
Business Tax Preparation
Specializing in S-Corporations, Partnerships, and C-Corporations, we handle complex business tax filings. Our services include entity selection guidance, quarterly estimated tax calculations, and multi-state tax compliance to minimize business liabilities.
Bookkeeping Services
We manage accounting tasks using QuickBooks Online and Wave software. Our bookkeeping includes bank reconciliation, payroll processing, and financial statement preparation to maintain accurate business records for tax and operational purposes.
Tax Planning & Compliance
Our proactive tax planning identifies year-round savings opportunities. We analyze clients' financial situations to implement legal tax reduction strategies while ensuring compliance with evolving IRS and state requirements through continuous education.
Accounting Assistance
We provide comprehensive accounting help including software training, system setup, and financial reporting. Our QuickBooks expertise streamlines financial management for small businesses and self-employed individuals seeking professional support.
People
Cyndy MJ Rawlinson
Owner/Enrolled Agent
Licensed since 2006 with Oregon LTP/LTC credentials and IRS Enrolled Agent status since 2013. Holds accounting associate degree and has prepared taxes since 2008. Specializes in complex tax situations and oversees all client services.
Carlee
Tax Preparer
Oregon LTP licensed since 2012 with 25+ years IT experience. Specializes in investigative tax work and problem-solving for diverse client needs across all 50 states. Holds multiple associate degrees in technical fields.
Alyssa
Accountant/Tax Preparer
CSU graduate with accounting bachelor's degree since 2016. Oregon LTP licensed since 2019. Focuses on bookkeeping and QuickBooks implementation. Provides technical expertise for financial record management.
Questions
What tax services do you offer?
We prepare individual and business tax returns (including S-Corps, Partnerships, and C-Corps), tax amendments, and provide planning services. We do not handle estates, trusts, or crypto-related returns.
Are you licensed tax professionals?
Yes, our team holds active Oregon LTC (Licensed Tax Consultant) and IRS Enrolled Agent credentials, with licenses dating back to 2006 and continuous education in tax law changes.
Do you handle multi-state tax filings?
Yes, our expertise covers tax compliance across all 50 states, with specialized knowledge of Oregon regulations and nationwide filing requirements for individuals and businesses.
What accounting software do you use?
We specialize in QuickBooks Online and Desktop versions, plus Wave accounting software. Our team provides bookkeeping services and software implementation assistance for small businesses.
How long have you been in business?
We've operated in Newberg since 2012, with team members having tax preparation experience dating back to 2008 and continuous service through evolving tax code changes.
