Tax Preparation & Planning

Tax services are the core of what we do. Profectus CPA provides tax preparation services for all types of taxpayers including individual, corporations, partnerships, trusts, estates and non-profit organizations.

Our capabilities includes preparing all federal, state and local tax returns.  State of the art tax preparation software and tax research resources are used to insure our clients fully and completely comply with the law while minimizing their tax liability.

Effective representation can also be provided to improve the chances of a good outcome and to insure your rights are respected, if you are audited or you are dealing with collection actions by tax authorities.

It is part of our mission to help clients understand their tax situation and the steps they can take to cut their tax bill in the future. Basic tax planning is part of every tax preparation project we do.

Tax Planning

Comprehensive tax planning is an integral part of the services we provide.

Effective planning of your business and personal affairs can minimize the impact of taxes in your efforts to build wealth. We take a broad view of your personal situation to help you make key decisions that balance tax planning with other goals.

Tax planning services include:

  • Entity selection
  • Estate planning
  • Analysis of proposed transactions to optimize the structure and timing
  • Structuring sale or purchase of a business
  • Comprehensive tax planning for all aspects of your financial life

O: (503) 654-9000  F: (503) 654-9098

Contact Info

10151 SE Sunnyside Rd., Suite 499
Clackamas, OR 97015-6911
Phone: (503) 654-9000
Fax (503) 654-9098

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