Lake Oswego CPA
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Our CPA firm works with many Lake Oswego area businesses to improve accounting processes and minimize taxes.
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Tax Planning and Preparation Services
Preparing your own tax return is not as easy as it sounds. The U.S. tax code is so complicated that even filing a relatively simple return can produce questions the average person can’t answer. You can easily overlook credits and deductions that you’re entitled to, costing you money. While a tax software system can help, it will never replace the insight of a real tax professional.
Donald O. Smith, CPA, P.C. offers a variety of tax services in the Lake Oswego and Portland metropolitan area. Our goal is to provide tax preparation and planning solutions to match the particular needs of each client whether they’re a small business owner or individual taxpayer. We can recommend tax saving strategies, prepare your tax return and become your personal tax advisor.
Call 503-534-9909 to learn more about how our Lake Oswego CPA Firm can help you save money on taxes. We’ll take the time to answer your questions and clearly explain complicated tax matters.
Business Tax Preparation
We prepare business tax returns for sole proprietors, partnerships, limited liability companies and corporations. We understand how tax laws apply to businesses in different industries. We’ll determine what kinds of tax breaks you qualify for and which deductions can be taken for your type of business. Whether your business operates in Oregon only or has locations in multiple states, we can prepare and file your State and Federal taxes.
Estate and Trust Tax Preparation
At Donald O. Smith, CPA, P.C., we have extensive experience in the preparation of Estate and Trust tax returns. Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. We will work in cooperation with estate attorneys and directly with individual executors and trustees to ensure the proper management of your estate or trust.
Tax Returns for Individuals
There’s no substitute for working with a qualified professional when it comes to tax preparation. When you try to do your taxes yourself you risk overpaying. When you turn to us for tax preparation you’ll have peace of mind knowing that your income tax return reflects all the savings you’re owed according to current regulations.
Tax Planning Services
We implement year-round planning to reduce tax liabilities for businesses and individuals. Our tax planning strategies are customized to fit each client’s unique situation.
Every business needs to keep their tax burden low so they can maximize profits and have money to grow. To put a tax planning strategy in place that helps you take advantage of every possible deduction, you need the assistance of a qualified tax accountant. At Donald O. Smith, CPA, P.C. our Firm is highly experienced in tax planning and compliance for both businesses and individuals so we can save you the most money on your taxes.
Don’t waste time worrying about taxes and wondering what you’ll owe when the next deadline approaches. Call Donald O. Smith, CPA, P.C. at 503-534-9909 and together we’ll develop tax strategies to fit your needs so there will be no surprises at the end of the year.
Alternative Minimum Tax Planning
To deal effectively with this tax we offer alternative minimum tax planning and can prepare the necessary paperwork to determine if you owe Alternative Minimum Tax.
IRS Tax Problem Resolution
If you owe back taxes or have received an IRS audit notice, don’t panic. We can file delinquent taxes and negotiate all kinds of tax settlements with the IRS including offers in compromise and installment agreements.
Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.
Multi-State Tax Services
Businesses operating across multiple states deal with a number of unique tax issues. We understand what qualifies as “doing business” or Nexus in other states and can prepare multi-state tax returns. We offer sales and use tax services, tax incentive analysis, and Nexus filings.