You might choose to use document management software to keep track of key financial information and statements. You’ll want to periodically back up your files and ensure that you’re adhering to security protocols so your information isn’t compromised. For example, if you need to save a copy of a document separately from other files you may put it in portland bookkeeping its own password-protected folder inside your document management software. Your business structure determines which types of tax you must pay. Remember that if you have employees you’ll also need to account for payroll tax. If you’re unsure about your tax obligations, you may want to talk to a professional accountant or tax expert for advice.
The firm provides a wide range of solutions, including bookkeeping, accounting, personal or business tax preparation, and payroll services. Owner Holly Peterson Kjeldsen is a tax consultant and an enrolled agent licensed to practice in front of the IRS. Clients who have questions regarding their IRS refunds can contact the firm for assistance. Once we have everything set up, we’ll complete a month of your bookkeeping in 1-2 days.
Portland Bookkeepers
If you decide to go with us, we’ll take bookkeeping off your plate—for good. You can add any amount of Catch Up bookkeeping to a standard Bench plan. No matter how far behind you are (yes, even years behind), we can get you caught up quickly. Our team of pros is familiar with Oregon tax rules and will customize their approach to your business’ unique needs. Many different factors can affect the timing of a refund after the IRS receives a return.
Dragonfly Tax’s owner, Kathryn L Hryciw, is a licensed tax consultant in the state of Oregon. One of its professionals, Leslie L Phillips, https://www.bookstime.com/ has been an employees’ union representative for 8 years. Pacific Northwest Tax Service is an accounting firm with two offices in Portland.
Tax Center
We use Plaid, which lets you securely connect your financial accounts to Bench in seconds. This feature saves you the time and effort of manually uploading documents. Our platform allows you to automate data inputs from most major providers to avoid common mistakes. We partner with merchants like Gusto, Stripe, Shopify, and Square—so your finances are always accurate.
