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What our Clients are saying

Lisa is absolutely wonderful! She launched a successful business years ago because she knows what she’s doing. Always soooo sweet, super efficient, really insightful – I’m so lucky to have her as my accountant. I have proudly referred her to several of my friends.

Establish Greater Profitability and Business EffICIENCY!

Your business’ profitability and operational efficiency are at the center of your business’ success!

Our experience, resources, and attention to detail make our accounting services second-to-none. As an experienced accounting team, we look forward to the opportunity to help transform your business’ financials as we work with you to establish short- and long-term strategies for growth and profitability.

Working with us and enlisting our business services could make all the difference!

Whether you need help starting a business, cleaning up your bookkeeping, setting up QuickBooks, handling payroll, or you crave some much-needed business coaching or other strategic consulting, we have been doing this for years, and stay on top of all of the new regulations to help you take the most advantage possible. Legally, and ethically — and profitably.

We work with our clients in a relational way to help them experience the financial success they desire — whether the business is just an idea, relatively new, or a well-established entity. Whether small, large, or in need of some special attention, we have the experience you need so that you can focus on what your business does best.

How Does the Lifetime Learning Credit Work for McMinnville Students, Parents, and Professionals?

Quick Answer: The Lifetime Learning Credit (LLC) is a non-refundable federal tax credit worth up to $2,000 per tax return. It’s calculated as 20% of the first $10,000 in qualifying higher education tuition and fees, with no limit on the number of tax years...

Considerations for Choosing a McMinnville Tax Advocate

There has been a lot of market noise about Silicon Valley Bank (SVB). When a huge bank (#16 in the country) is taken over by the feds, it’s worth at least a mention.But here’s my quick take:Unless you are a CFO of a startup or you actually live in the Silicon Valley...

Car Loan Interest Deduction Guidance for McMinnville Car Buyers

There’s been no shortage of opinion flying around about the new One Big Beautiful Bill Act (OBBBA). And understandably so. An 800+ page tax overhaul tends to stir the pot.What I want to assure you is this: I'm here to break down what actually matters for you. And not...

What’s the McMinnville Gig Worker Solution to a Surprise Tax Bill?

Key TakeawaysEstimate your full 2025 tax liability now (including income tax and Self-Employment Tax) to avoid underpayment penalties before the January estimated tax deadline. Maximize year-end deductions such as mileage, home office, equipment purchases,...

How Do McMinnville Investors Avoid Capital Gains Taxes From Selling Investments Or Property?

Key TakeawaysHold for at least one year and a day to qualify for lower long-term capital gains rates. Use losses to offset gains through tax-loss harvesting (but beware the wash sale rule). Time your sale during a lower-income year to take advantage of...

What Taxes Do You Pay in Retirement That Most McMinnville Retirees Overlook?

Quick Answer: The most frequently overlooked retirement tax traps are taxable Social Security benefits, Medicare IRMAA surcharges, and forced Required Minimum Distribution (RMD) tax pileups. These hidden costs occur when mandatory RMDs and uncoordinated...

2025 Social Security COLA Updates for McMinnville Retirees

It’s the eve of the presidential election as I write this. There’s a lot of talk about how pivotal this election is for our country. Is it true? Well, yes. But in other ways? Also, yes. Many things do in fact hang in the balance.Like the House and Senate races....

Non-filing Isn’t a Good Option for McMinnville Taxpayers

The events of 2020 were both a reprieve for Yamhill County taxpayers (like you) and a nightmare for tax pros (like me). And the complications of that year and the one following created a backlog for the IRS. That’s one of the reasons they shut off the reminder notices...

Work From Your Yamhill County home? What You Need To Know

I truly hope your weekend wasn’t spent anticipating a weather report from a certain notorious rodent. Because Punxsutawney Phil hasn’t had the most reliable track record in the past – 70 percent of his predictions have been wrong in recent years. You know...

Healthcare Costs in Retirement McMinnville People Probably Haven’t Thought Of

It’s the week of Thanksgiving. You’ve done your Turkey Day shopping (whew those stores were packed this weekend, right?!). Now what’s left is prepping for the big food extravaganza. Are you the Martha Stewart type: chopping the mirepoix for the stuffing and...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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