Our Services

  • We primarily offer pass-through entity and individual tax returns. Most common returns include:

    Individual returns: Form 1040
    S-Corp returns: Form 1120
    Partnership returns: Form 1065
    Applicable state returns

  • We love to assist our community however we can, but if your entire tax filing is a single W2 you can probably find adequate help elsewhere.

  • Pricing is dependent on complexity and can be discovered going through our introduction process.

  • We’re set up as a fully virtual firm. For document storage and security all items exchanged will be done so through secured channels.

    If you’re in Bend you may be able to talk Casey into a coffee or a visit at your favorite spot.

What's All Included in the Outsourced Accounting Model

We'll clean up your books, establish a perfect chart of accounts and ensure you're setup correctly.

Provide an in-depth analysis of your taxes, financial situation and accounting system.

We'll create a comprehensive tax reduction plan for the current year and the future, identifying how to keep more of what you make.

We'll provide excellent bookkeeping every month, keeping you up to date and doing it to perfection.

We'll set you up on the best payroll, and either run it for you or equip your staff to do it.

We'll pay in your taxes throughout the year according to the tax plan, which eliminates year end surprises. Never overpay or build up a huge tax bill.

We'll provide monthly or quarterly reports and management dashboards for key performance indicators.

We'll meet before year end to make major tax mitigation decisions around investments, purchases and strategy.

We'll close out your books and perform high levels of year end reporting.

We'll make year end tax season a breeze since we've done all the bookkeeping, tax payments & tax plans.

We'll prepare & file your taxes.

We'll guide you to build tax efficient wealth & provide guidance on mitigating risks for you, your business & family.