Clackamas Accounting & Taxes

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Personal & Business Tax Services

Our tax, accounting, and consulting services are more than just compliance. Planning is key! We will work with you to minimize taxes, file all of the required forms and reports on a timely manor, and streamline your record keepping work flow.

  • Personal and Business Tax Return Preparation and Reporting
  • Multi-state and Local Taxation Issues
  • 1099 Information Return Preparation
  • Property Tax Return Preparation

Business Accounting & Payroll Services

Good financial reporting is a key to your success. Before you can know where you want to go, you need to know where you are. We assist you in stream-lining reports to provide key information in an easily understood format. We will assist you in making sure that you meet the required financial institution or government program guidelines. Your review can be an important time for goal setting and analysis. Our thorough approach will help you analyze your business to improve in key areas.

  • Bookkeeping and Accounting Services
    • Create and send invoices and monthly statements to customers
    • Create checks to pay vendors and others that you owe
    • Balance and reconcile checking and credit card accounts
    • Post expenses and keep track of account balances and interest expenses

  • Not-For-Profit Entities
    • Create and send statements to doners and members
    • Create checks to pay vendors and others that you owe
    • Balance and reconcile checking and credit card accounts
    • Post expenses and keep track of account balances and interest expenses

  • Payroll Processing and Reporting
    • Setup and update employee files and records
    • Setup and process payroll
    • Create payroll vouchers and checks to pay employees
    • Create and submit quraterly and yearly payroll reports
    • Create, submit, and distribute to employees yearly W-2's
    • Balance and reconcile payroll accounts
    • Post payroll expenses and keep track of account balances

Small Business Training & Consulting Services

We are not Lawers and as such we can not give any legal advice! Keeping that thought in mind - Remember, it can only take one good idea or proceedure to turn your business into a finely tuned machine.

We can advise you about personal and business recordkeepping requirments, work flow of financial documents, and planning to lay the foundation for a brilliant future. Laying the ground work for business growth is a matter of proper strategy and planning.

  • Accounting System Review
  • Bonus Programs and Key Employee Compensation
  • Budget Analysis
  • Succession Planning
  • Form of Entity Evaluation
  • Financial Analysis
  • Sale of Business and Acquisitions


You will find that we do not have “Clients,” we have “Friends!”

Clackamas Accounting & Taxes PA, LTC


Updated: August 28, 2012