Tax Preparation & Planning
Individual and business taxes, prepared and planned by a CPA
Federal, Oregon and Washington taxes for individuals, and federal and Oregon returns for businesses, prepared by Anthonee Gibbs, CPA, with planning through the year so the return holds no surprises. Your documents go into a secure portal rather than email, and you see your return explained before it is filed.
Preparation and planning, together
Preparation gets last year right: every form accounted for, and every credit and deduction you qualify for claimed. Planning gets next year right: estimated payments set to what you will actually owe, and the decisions that change your tax made before the year ends, not discovered in April.
If we already keep your books, your business return starts from books we have closed and reconciled, rather than from a stack of statements in March.
What it covers
Individual returns
Form 1040 and the schedules that come with real life: wages, self-employment and rental income, investments and retirement distributions, and health coverage and education credits. Oregon resident, part-year and nonresident returns, including the kicker and Washington residents who work in Oregon, and the Portland Metro Supportive Housing Services and Multnomah County Preschool for All taxes. Washington's capital gains excise tax, calculated for you.
Business returns
S corporations (Form 1120-S), partnerships and multi-member LLCs (Form 1065) and C corporations (Form 1120), with the matching Oregon returns and the K-1s your owners need for their own returns.
Tax planning
A look at the year before it closes: estimated payments, owner compensation, whether an S corporation election would lower your tax, the timing of large purchases, and retirement contributions. Most of the savings are decided during the year; the return records them.
A secure, simple process
A short organizer asks only what applies to you, in English, Spanish or Russian. Your documents go into your own secure folder rather than an email inbox. Anthonee reviews every return, and before anything is filed you get a short video walking through yours, including what changed from last year and why. The return is filed once you give the go-ahead.
The rest of what we do
Outsourced Accounting Department
Bookkeeping, the full-cycle close and a fractional CFO and Controller, from one team.
Learn moreClient Advisory Services
Your trusted advisor for fractional CFO, full-cycle close accounting and new entity formation.
Learn moreBusiness Process Automation
Take the repetitive work out of the week: invoices, onboarding, and the tools your team uses.
Learn moreBookkeeping
Books current every day, plus payroll, inventory and state regulatory filings.
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