Business Details
Expert Accounting & Tax Services in Portland
We believe that long-term relationships with our clients and a commitment to ethical values enable us to deliver top-quality accounting and tax services. By deeply understanding our clients' personal and business needs, we prioritize personalized service while integrating modern technology to enhance efficiency and data security. Our approach ensures we ask critical questions, uncovering relevant details clients may not initially provide, allowing us to develop comprehensive tax and financial strategies.As a small firm, we focus on cost-effective solutions, dedicating time to minimize long-term financial challenges for individuals, small businesses, and clergy clients. Our expertise spans over 20 years, with extensive experience in tax preparation, nonprofit audits, and clergy-specific tax complexities. We are proud members of the American Institute of CPAs and the Oregon Society of CPAs, reflecting our dedication to professional excellence and community engagement.
Services
Income Tax Preparation
Tax Planning
Accounting Software Consulting
Clergy Tax Services
Financial Statement Preparation
Nonprofit Auditing
Highlights and features
- We offer over 20 years of experience in public accounting.
- Specialized expertise in clergy tax planning and compliance.
- Personalized service tailored to individual and business needs.
- Proven track record in tax strategy and financial planning.
- Committed to using technology to enhance efficiency and data security.
Services
Income Tax Preparation
We provide accurate and strategic income tax preparation for individuals and small businesses. Our team ensures compliance with evolving tax laws while identifying opportunities to minimize liabilities. By understanding clients' unique financial situations, we deliver tailored solutions that align with both personal and business goals, ensuring long-term tax efficiency.
Clergy Tax Services
Our firm specializes in clergy tax compliance and planning, addressing complex housing allowances, payroll for religious institutions, and IRS-specific regulations. With deep expertise in this niche, we resolve prior filing issues and guide churches on ministerial compensation, ensuring adherence to tax rules governing clergy incomes and benefits.
Accounting Software Consulting
We assist clients in selecting and implementing accounting software tailored to their operational needs. While recommending QuickBooks for many cases, we support diverse platforms to optimize financial workflows. Our consulting focuses on streamlining processes, improving accuracy, and empowering businesses to manage their finances effectively.
People
Nancy Lee Bolton
Certified Public Accountant
Nancy Lee Bolton, CPA, has over 20 years of experience in public accounting, specializing in tax strategy, clergy tax compliance, and nonprofit audits. She earned her bachelor's in Business Economics from Willamette University and accounting certifications at Portland State University, where she joined Beta Alpha Psi. A member of the American Institute of CPAs and Oregon Society of CPAs, she previously served on the Multnomah County Library board.
Questions
What accounting services do you offer for small businesses?
We provide tax planning, financial statement preparation, and accounting system consulting tailored to small businesses' needs.
Do you specialize in tax services for clergy members?
Yes, we specialize in clergy tax planning, housing allowances, and IRS compliance for religious institutions and ministers.
How do you ensure client data security?
We use secure technology and ethical practices to protect client information during tax and accounting processes.
What sets your firm apart from larger accounting firms?
Our small firm offers personalized service, combining 20+ years of expertise with a focus on building client relationships.
Can you help with nonprofit organization audits?
Yes, we conduct audits for nonprofit organizations, ensuring compliance with financial and tax regulations.
