Tax Preparation
Tax returns done by the person who sees the whole picture.
Individual, business, pass-through, real-estate and multi-entity returns — prepared with the planning built in, not bolted on afterward. You work directly with Neil, not a rotating cast of staff.
What we prepare
The returns we handle.
Individual returns (Form 1040)
Owner and family returns where the business, the real estate, and the personal picture all interact — prepared so they actually fit together.
S corporations (Form 1120-S)
S-corp returns with reasonable-compensation and distribution questions handled deliberately, and coordinated with the owner’s personal return.
Partnerships & LLCs (Form 1065)
Partnership and multi-member LLC returns, including real-estate partnerships, with allocations and K-1s that hold up.
Real-estate returns
Depreciation, cost segregation, material participation, short-term rentals and exchanges — coordinated with the rest of the return.
Multi-entity families
Several entities that have to agree with each other — intercompany items, basis, and owner-level results kept consistent.
Trust & estate returns
Fiduciary income (Form 1041) and the federal and Oregon estate tax returns.
General educational information only; tax results depend on your facts.
Where we go deep
Industries and situations we actually know.
Some returns reward a preparer who’s seen the situation before. Ours are real estate, timber, and family or multi-entity businesses — the places where the return and the plan are tangled together and small choices compound.
Plan + file
The plan and the return are the same conversation.
We build the plan before we file, not after. Entity structure, owner compensation, income timing and real-estate strategy get looked at while they’re still changeable — so the return reflects decisions you actually made, not just what already happened.
Starting points
Transparent starting points.
From $800
Individual return
From $1,500
Real-estate partnership return
From $2,500
S-corporation return
Starting points, not quotes — final scope depends on complexity. Entity pricing doesn’t include the owner’s individual return.
Ready to have your return and your plan handled together?
30 minutes · no pressure · no obligation.