Areas of Practice

Tax Preparation

 

  • Individual Tax Returns

  • Business Tax Returns

  • Expat & Foreign National Tax Returns

  • High Net Worth Individuals

  • Real Estate Professionals

  • Small Business Owners

  • Rental Properties

  • Property Tax Returns

  • Tax Planning

  • Audit Representation

  • Other Tax Return Compliance

Accounting

 

  • CFO/Controller Services

  • Cash Flow Management

  • Forecasting & Budgeting Analysis

  • Accounting System Conversions

  • Process Re-Engineering

  • Accounting & Bookkeeping Services

Payroll

 

  • Payroll Administration

  • 1099 Preparation

  • Do it yourself & Manage your own Payroll,

    click here

QuickBooks Consulting & Training

 

  • QuickBooks Online & Desktop Personalized Training

  • QuickBooks One Off Consulting

  • QuickBooks Online discounts for clients new to QBO

Business Entity Structure Advise

 

  • Business Consultation

  • Entity Structure Planning & Consulting

  • Assistance in LLC & Incorporation Filings

  • Do it yourself LLC & Incorporation Filings, click here

  • BOI (Beneficial Owner Information) Reporting Compliance

Cannabis Expert

 

  • Tonya is specially trained in cannabis accounting by a nationally recognized company that trains accounting professionals in the complexities that surround the cannabis industry in the areas of tax law, specific accounting rules effecting items such as inventories and cost of goods sold, farming, banking issues, cost accounting and cost absorption issues, and the Federal and state compliance laws that affect the cannabis industry.

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Retirement & Estate Planning

 

  • Personal Financial Tax Planning

  • Retirement Planning

  • Wills & Estate Planning

  • Gifting Strategies for Tax Avoidance

  • Planning for 401(k) Beneficiaries under the new Secure Act 2.0 Rules

  • Savings & College Planning, Converting unused 529 Plans to IRAs

  • Roth Conversion Tax Planning

  • Financial Literacy Educator & Speaker

Notary/Mobile Notary

 

  • Notary services are $10 per stamp/signature

  • Mobile services are $20 for mileage within the Portland Metro area

  • Notary services are free for existing clients