- taxhelp@newbergtax.com
- Monday - Thursday 9:00a.m. - 12:00p.m. and 1:00p.m. - 5:00p.m.
At Newberg Tax Services, we pride ourselves on delivering comprehensive tax and financial solutions tailored to meet the needs of both individuals and small businesses. Since 1996, our locally owned firm has been committed to providing expert, personalized service to clients throughout the Portland Metro Area and beyond.
We help our clients meet their financial tax goals and objectives by providing proactive and professional tax preparation for your specific needs, especially with the new tax laws. Our team thoroughly researches every possible way to find financial opportunities for you to benefit from and help you make the best decision possible for your future. Our clients will be the most tax-efficient with our help and pay the least amount of taxes by law.
We handle all aspects of your tax return, from gathering documents to filing, ensuring you receive every eligible deduction and credit. We work with you in whichever way is convenient for you – in person or through Zoom meetings.
Your financial picture can change at any time. Plan for the future with our expert advice on strategies to minimize your tax liability and maximize savings. We offer both quarterly and year-end meetings.
If you’re facing an audit, we offer support and guidance to help you through the process with knowledge and confidence.
Enjoy the convenience of fast and secure electronic filing to get your returns processed efficiently.
Managing business taxes requires expertise and precision. All services can be tailored to your business needs, but on average, you can expect the following expert-level services on an annual basis. The more we know about your business, the better we can help you navigate your business’s financial aspects. That is why it is important to us to build a relationship with our clients and become one of your most trusted advisors. We also believe in a team approach – if you have a financial advisor, attorney, or another trusted advisor, we love to partner together to make the best overall decisions for you and your business
Preparation of annual income tax return and other Business Filings for the year, including:
Preparation of Business Tax Return (Form 1120, 1120S, 1065)
Preparation of Individual Income Tax Returns for the partners of the above-named business
Preparation of 1099/1096 forms for Independent Contractors (up to 5 forms included)
Preparation of other Annual filings required for your company, as needed and agreed to
We will schedule an initial 30-minute Zoom call with you to discuss current happenings in your business and future plans and compile a list of questions/concerns you may have regarding your business’s tax and accounting aspects. We will then review your current financials and develop a tax plan for the year, using strategies in the following areas:
Tax minimization through potential re-structuring
Relevant changes in legislation
Research and discuss any applicable credits or other deductions for your business
Future family/estate planning issues
Wage plans for S-Corp owners
We assist with the preparation of personal property tax returns to ensure proper reporting and compliance.
Benefit from efficient and secure electronic filing for all your business tax needs.
Receive support during audits to address any issues and ensure a smooth resolution.
Start, grow, or transition your business with confidence using our advisory and consulting services:
From initial planning to execution, we provide guidance on launching your new business successfully.
Get expert advice on entity selection and incorporation to establish the best structure for your business.
Whether you’re buying or selling a business, our consulting services ensure a smooth transition and strategic planning.
Keep your financial records organized and up-to-date with our comprehensive bookkeeping solutions:
We help you set up and learn how to use accounting software to manage your finances effectively.
Accurate and timely payroll processing to ensure your employees are paid correctly and on time.
Regular bookkeeping to maintain accurate financial records and provide you with insightful reports.
Training and support for your team as required, including:
Setup of new staff members, vendors, and accounts as needed
Text message support for quick questions from your team
VIP-level support/screen sharing on the application when needed
We offer additional support packages to help our clients transition their accounting software as needed. The most common conversions are from QuickBooks Desktop to QuickBooks Online. If you need help with this transition, please contact us for a price quote.
Newberg Tax Services is dedicated to providing the expert support and guidance you need to manage your taxes and finances effectively. Our experienced team is here to assist with all your tax preparation, business consulting, and bookkeeping needs.
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