Drennan & Associates

Hagen O'Connell Estate Tax Planning Services

Are you looking for estate tax planning services around Portland, Oregon? Do you live in Salem and would like legal advice from a trusted attorney around the area? If you said 'yes' to either one of these questions, then you need to go to a law office that you can depend on to give you the best services. Everyone here at our law office is well trained and knowledgeable with just about anything. When you are seeking low cost legal advice, we understand how stressful things might be. That is why we want to ease the stress by providing top-notch service, all at an affordable cost.

Calone & Harrel Law Group LLP High Quality Legal And Tax Planning Services

For over 50 years, residents and business owners of the San Joaquin and Stanislaus Counties. Our clients include large and small businesses and small and large estate clients. We specialize in the areas: Tax Planning, Estate and Wealth Management planning, Business and Commercial Transactions (Corporate, Partnership, LLCs), Post Mortem Estate and Trust Administration, Real Estate Law, Trust and Estate Litigation and Tax Litigation (and Controversies). We work zealously to provide consistent, high quality legal and tax planning services. At Calone & Harrel Law Group, we have the Experience, Breadth, and Vision that you can rely for expert and aggressive representation. Call us to schedule a consultation.

Comprehensive Tax Service

At Comprehensive Tax Service, we understand the stress that many people feel during tax season. We are a locally owned and operated business with over 14 years of experience in tax preparation. Our owner, Yvonne Schwartz, has been working in payroll and bookkeeping for over 20 years and is well-versed in the filing requirements of other states. She is an Oregon Licensed Tax Consultant and is recognized by the IRS as an Enrolled Agent, allowing her to represent clients before them. Yvonne is also a member of Oregon Society of Enrolled Agents, Oregon Society of Tax Consultants, Clackamas Chapter of the Oregon Association of Tax Consultants, and was voted Woman of the Year through the National Association of Professional Woman for 2011-2012. We provide personalized services to those with unique tax situations, such as single parents, rental property owners, and business owners. We are proud to have clients from all over the United States, from Massachusetts to Hawaii. Our A+ Better Business Bureau rating speaks for itself. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

Safeword Tax Service tax planning, return preparation, and advocacy for members

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WWSA

Tax experts, small business tax specialists and quickbooks professionals are essential for helping individuals and businesses to navigate the complex world of taxes. They help people understand the rules and regulations of different tax laws and help them to prepare for filing taxes and making estimated payments on time. Tax specialists can also provide advice and support for those facing IRS audits, CP2000 notices, and other disputes with the IRS. Furthermore, they can help taxpayers to identify deductions and credits to reduce their overall tax burden, as well as to develop a comprehensive tax plan. WWSA is a company that specializes in tax services and is backed by professionals who have years of experience in the field. They offer a wide range of services such as tax preparation, tax planning, problem solving with QuickBooks, representation in the event of an IRS audit, and more. WWSA also provides free consultations and tax software to assist with filing taxes, as well as help with understanding 1040s, 540s, Franchise Tax Board issues, stock basis, capital gain, K1s, and more. With their knowledge and expertise, they can ensure that their clients pay less taxes and have a smooth filing process.

David Beck Financial Services

David Beck Financial Services is a Certified Financial Planner (CFP®) and Licensed Tax Consultant that can help you make plans for taxes, retirement, and college. Our services are provided remotely, through our secure portal and Zoom, with cost varying by the complexity of the situation. We provide tax planning services which can help you understand what recent tax law changes mean for you and how you can reduce your 2022 tax bill. We will also compare filing jointly or separately to determine how it affects federal loan payments. For retirement planning we use planning software to calculate a constant living standard that can be maintained before and after retirement. Make the right financial moves and you can have more spending power or even retire earlier. Lastly, we can help families that have a Junior or Senior in school make decisions about how to pay for college. This includes selecting affordable colleges, filing financial aid applications, evaluating offers, planning cash flow, and education loans.

AA CPA Tax Strategies

AA CPA Tax Strategies specializes in helping individuals and businesses build and preserve their wealth. We offer customized tax strategies to help clients legally beat the IRS, as well as one-on-one guidance and comprehensive financial planning services. Our team also specializes in business valuation, tax preparation & IRS dispute resolution, bookkeeping and payroll services. We are dedicated to providing small business owners, start ups, dentists and Mexi with comprehensive financial, tax and accounting solutions. With our expertise and professional service, we ensure the growth and longevity of our clients' wealth. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Year Round Tax Service Inc

Year Round Tax Service Inc is a professional tax service with a focus on meeting the individual needs of each client. Our experienced staff will tailor their advice to your specific situation, ensuring that you receive the best possible service. We are committed to providing comprehensive tax planning and preparation services, as well as expert business consulting and financial statement preparation. Furthermore, we offer assistance with IRS representation, payroll services, estate and trust tax preparation, sales tax services, and retirement planning. Our team of professionals have years of expertise in the field of taxation and business consulting. We are dedicated to providing our clients with reliable service, and always strive to exceed expectations. Our personalized approach ensures that each client receives exceptional care and attention. We are committed to helping each of our clients achieve their financial goals and objectives.

Johnston Tax Group

At Johnston Tax Group, we are dedicated to providing top-notch tax services for our clients. Our mission is to help our customers save the most amount of money possible in their taxes. We offer a range of services including tax return preparation, audit defense, IRS correspondence, wage garnishment and bank levy defense, negotiation with the IRS Collections, preparation for US Tax Court, strategic planning, CFO managerial analysis for businesses, bookkeeping, payroll, and more. Our team is experienced in providing tax advice and services to same-sex couples that can save them thousands or even tens of thousands of dollars through comprehensive tax planning and taking advantage of all available deductions and income classifications.

Fax Tax of Inglewood

Fax Tax of Inglewood provides individuals with comprehensive tax preparation services for all kinds of taxpayers. Our services include 1099 tax preparation, electronic filing, check cashing, W-2, tax loans and refunds, bookkeeping, and more. We offer a range of tax refund loans up to $2,500 as well as taxpayer refund advances from $500 - $6,000 available starting January 2, 2019 or once IRS e-file opens. Our family owned and operated business is located near the East YMCA, and we are available for changes in hours of operation and Saturdays. At Fax Tax of Inglewood we strive to provide you with the best customer service possible. With over 25 years of experience, our team of experts are knowledgeable and reliable. We have helped countless individuals save time and money by providing accurate and cost-effective solutions. Our services are tailored to meet your individual needs and budget.

CreaTif Event Planning

CreaTif Event Planning offers comprehensive event planning services for a variety of occasions. Whether you are looking to host a wedding, corporate event, or social gathering, our team is equipped to provide full-service coordination, day-of assistance, and any combination in-between. Our experienced professionals can help you not only select the right venue, but also manage your budget, negotiate contracts, design and decorate your space, book live music and entertainment, and arrange floral arrangements. We will also assist with invitation design, RSVP management, catering consultation, and day-of coordination. Our team is committed to providing exceptional service to both individual and corporate clients. We strive to deliver customized, stress-free experiences that exceed expectations. Our services cover all types of special events, including weddings, corporate events, holiday parties, team building activities, fundraisers, galas, social events, birthdays, anniversaries, housewarmings, showers, open houses, bar/bat mitzvahs, and more. With CreaTif Event Planning, you can expect quality event planning and coordination for every occasion.

Lakesha Porter | Tax / Financial Consultant

At Lakesha Porter | Tax / Financial Consultant, we strive to help our clients achieve their financial goals. Our mission is to provide support in repairing credit issues such as bankruptcy, repossession and any other negative impacts on the credit report. We are dedicated to providing high quality services and helping our customers to reach their financial ambitions. Our team of experienced professionals are here to assist with all credit and tax related matters. We understand the importance of having a good credit score and can help our clients to access the best funding options, allowing them to live the lifestyle they desire. We also offer comprehensive tax preparation services to ensure that you get the most out of your returns. With our dedicated team and excellent service, you can trust us to get the job done.

Cherie D. Putman-CPA A

Individual Services: Comprehensive Tax Planning and Preparation Estate and Trust Services Divorce Planning *Elder Care Business Services: Bookkeeping Payroll Part-Time CFO Accounting Department Support & Setup Comprehensive Tax Planning & Preparation Business Performance Reviews Succession Planning Buy Sell Agreements Strategic Business Planning Budgeting and Cash Flow Management Our Value: The value that we bring to the table is unique, for the benefit of our clients, and efficient and effective. Through our experience, we have positioned ourselves to enable our clients to honor the important promises they make to themselves, their families and others that are most important to them.

Lakewood Hills Investments

At Lakewood Hills Investments, we specialize in providing comprehensive financial planning services to help ensure your retirement success. Our “Know So Plan” offers more than a "Hope So Plan" by taking into account all of your retirement income components -- Social Security benefits, company pension plans, and retirement savings -- and creating a guaranteed income plan that will last your whole life. We specialize in Social Security maximization, personal pension planning, tax-free retirement account development, survivor pension planning, and wealth transfer of assets. We use all of these tools to work with our clients to create a unique income plan through which they can achieve their retirement goals. Our team is passionate about giving our clients the confidence of a secure retirement. If you want to protect your retirement wealth and make sure it meets your needs for life, contact us today to find out how we can help you with your Know So Plan.