Hire the Best Tax Preparers in Oregon

As a CPA with extensive experience in tax preparation, advisory, and compliance, I help individuals and businesses optimize their tax strategies while staying compliant with federal and state regulations. I specialize in: - Tax Preparation & Filing: Efficient and accurate preparation of individual and corporate tax returns (1040, 1065, 1120) with a focus on maximizing deductions and credits. - Tax Planning & Strategy: Offering proactive tax planning to minimize liabilities and ensure year-round tax efficiency for small businesses, freelancers, and high-net-worth individuals. - Business Tax Services: Expertise in entity selection, S-Corp/LLC tax elections, and multi-state filing complexities. With a meticulous approach and personalized service, I aim to simplify the tax process while delivering the highest level of professional support. Whether you're looking for help with your personal taxes or business needs, I’m here to provide strategic solutions. Let’s work together to ensure you’re financially sound and compliant!

I have a passion for organization. I understand how valuable your time is and how you would rather chase your dreams than figure out the money. Are you a small business who has neglected your bookkeeping, preferring to burn the candle at both ends yourself? Are you stuck trying to figure out what you've done with your bookkeeping and why it isn't giving you the information you are looking for? I am a Quickbooks Advanced Certified Pro-Advisor and here to figure out the puzzle of your bookkeeping! I have been trained by two of the most respected industry leaders to dig into your books and untangle the mess and mystery of your numbers and cash flow. Here's how I can help: ~I can record and categorize transactions as well as untangle mis-categorized transactions ~I can maintain a clean paper trail attaching supporting documentation you provide ~I can prepare your bills as well as match payments to bills that may have gone unattended ~I can reconcile your checking, saving, and credit card accounts and fix them when they aren't ~I can provide monthly financial reports in a variety of ways that speak to you -I can develop workflows and processes to help you get me the information I need in a timely manner The benefits of hiring me to be your bookkeeper: ~We work together to get your books caught up, cleaned up and ready for the tax preparer ~Your books are ready to review monthly, which helps you better manage cash flow -I appreciate the value you receive when your CPA and bookkeeper have a good working relationship - which saves you money in the long run. Industries I've worked with: -Vape Retail Stores -Land Developers -Investments -Personal finances -Pawn Shops -Food Distributors -CPA's -Architects -Therapists -Jewelry Stores -Short Term Rentals both foreign and domestic Let's Talk!

Need a CFO, tax strategist, and accounting team without the full-time cost? I'm Casey, CPA, MBA, and Founder of Compass CPA, a tech-enabled accounting firm helping business owners cut taxes, raise capital, and turn financial chaos into clarity. My team and I have saved clients $25K–$300K+ per year through proactive tax planning, cost segregation, and R&D tax credits. We don't just file taxes. We design financial strategies that compound. TAX PLANNING & STRATEGY ✓ TaxLITE — Annual tax planning for solopreneurs & 1099 earners ✓ TaxCORE — Quarterly strategy for established business owners ✓ TaxMAX — Advanced planning for high-income owners ($500K+ revenue) ✓ LifeMAX — Integrated wealth, business & legacy tax planning VIRTUAL CFO & CONTROLLER SERVICES ✓ Cash flow forecasting, scenario modeling & KPI dashboards ✓ Capital raising support and investor-ready financials ✓ Strategic decision support for pricing, hiring & scaling ✓ Monthly leadership reporting that drives next moves CLIENT ACCOUNTING SERVICES (CAS) & VIRTUAL BOOKKEEPING ✓ Monthly close & financial reporting (QuickBooks Online) ✓ Property accounting for real estate investors & operators ✓ Accounts payable / receivable workflows ✓ Audit-ready books and clean financial statements SPECIALTY TAX SERVICES ✓ Cost Segregation Studies — accelerate depreciation on rentals ✓ R&D Tax Credits — federal + state credits for SaaS, manufacturing & product teams ✓ Entity structuring & multi-state tax planning ✓ Tax compliance & filing in up to two states WHY CLIENTS CHOOSE ME ✓ 10+ years as a licensed California CPA ✓ MBA + BS in Accounting, West Virginia University ✓ Industries: SaaS, e-commerce, real estate, professional services, marketing, design/build ✓ Tools: QuickBooks Online ProAdvisor, Xero, Gusto, Bill, TaxDome, Notion ✓ 5.0★ Upwork rating across every completed engagement ✓ Oregon based, serving business owners nationwide LET'S TALK Tell me your goal — cut your tax bill, raise capital, clean up the books, or build a real finance function — and I'll show you exactly how Compass CPA gets you there. 🧭Your Financial Navigator, 𝐂𝐚𝐬𝐞𝐲

I’m Erin Rue, a Certified Public Accountant (CPA) with 15+ years of experience in small business accounting, bookkeeping, payroll, and tax preparation. I help entrepreneurs and business owners get their books in order, file accurate and timely taxes, and gain financial clarity—without the jargon or stress. Services I Provide: • Bookkeeping & Accounting: Monthly/quarterly reconciliations, financial reporting, QuickBooks setup & clean-up • Tax Preparation & Planning: Federal and multi-state business tax returns (LLCs, S Corps, C Corps, Partnerships) and individual tax returns • Advisory & Financial Guidance: Budgeting, forecasting, internal controls, and client training to help you understand and manage your numbers. Why Choose Me • Licensed CPA – Trusted, credentialed expertise. • Small Business Focus – I understand the unique challenges of entrepreneurs and service-based businesses. • Multi-State Experience – Skilled in complex tax situations across state lines. • Clear Communication – I simplify complex financial and tax matters so you can make confident business decisions. Whether you need accurate bookkeeping or stress-free tax prep, I’ll help you move from overwhelmed to organized—and keep your business on track. Let’s work together to simplify your accounting, save on taxes, and free up your time to focus on growing your business.

Hello, I'm excited to have the opportunity to work with you! I am a bookkeeping and QuickBooks expert. All years. All versions. As a retired Enrolled Agent and small business income tax advisor, I focus on making sure my bookkeeping clients get every single tax deduction to which they are entitled. I make certain your Quickbooks file is properly structured, that all the relevant expenses are correctly categorized, and that the financial statements are formatted just the way your tax advisor will love them. I have many clients get a discount on their tax preparation service because of my work! I provide monthly data entry, reconciliations, and financial statements to all my small business clients. Or, for those who have an in-house bookkeeper, I provide Quickbooks file review services on a quarterly basis, to make sure everything is on the right track. If you're just looking to start your business out on the right foot, I can provide a professional QuickBooks file setup to get you started. If you already have a QuickBooks file but are experiencing problems, I can clean up and repair your data to get you back on track. Or, if you need help learning and implementing an advanced feature of QuickBooks, I can train you and your staff on the correct way to use it. In short, if you need help with bookkeeping or Quickbooks, you've come to the right place!

Please note: Please leave feedback for your freelancers - even if it's only 5 stars with no comment - no feedback hurts our algorithms and makes it harder for clients to find the rockstars they want, like me. Thank you! :) I have had the pleasure of over twenty-five years in business administration, operations and project management, and customer service, utilizing my great eye for detail, research, and writing skills to the benefit of a wide spectrum of clientele. I enjoy building databases, increase operational efficiency and streamlining, and helping people get organized and stay organized. As a former executive assistant, I have transcribed, edited and produced technical manuals, done almost everything possible with spreadsheets and docs, built websites, built complete workspaces in Monday.com with automations, and too many other tasks to count. From startups to established tech companies, commercial producers to solo entrepreneurs and small businesses, I've worked for them all. Making sense of chaos and establishing order is my forte. Over the years, I have found freelancing to be very fulfilling. I am able to help a larger pool of people with their projects by telecommuting, while simultaneously home schooling my disabled teen. In my spare time, I enjoy living green, spending time with and writing stories for my daughter, enjoying the beautiful outdoors of Oregon fishing and camping, trying out new recipes for my solar cooker, and reading everything I can get my hands on. I look forward to working with you! Office Hours: My typical office hours are between 8 am - 5 pm PST/PDT Mondays, Tuesdays, Thursdays, and Fridays, with the occasional evening and weekend. However, I can usually adjust my schedule to any US time zone to accommodate you. If I have sent you a proposal, I am able to complete the work as described at that time, within a reasonable time frame.