TAX PLANNING & PREPARATION

Tax Planning & Preparation Services in the Portland Metro Area AND BEYOND

The key to minimizing tax liability is careful planning, but it's not easy for busy individuals and business owners to do that on their own. It takes considerable financial experience, and that's exactly what Joel B. Shaw, CPA, offers. We provide comprehensive tax planning and tax preparation services to small and mid-sized businesses and individuals. We can assess your needs and discuss how to help you save the most money on taxes.

Business Tax Planning & Preparation

Our clients rely on us to stay abreast of changing tax laws and provide sound advice based on our extensive and wide-ranging experience. At Joel B. Shaw, CPA, we are best known for assisting businesses with tax planning. As a small business owner, you may not be aware of the tax consequences of selling and acquiring business assets. We help clients understand the tax consequences of business acquisitions and sales of assets such as real estate, business, property, and equipment.

Individual Tax Preparation

We have decades of experience helping individuals prepare and file their income taxes. When you use our experienced tax prepares you can be certain your taxes will be in compliance and avoid the headache of audits and tax penalties.

Whether you need help filing a simple 1040, an estate tax return, or a business return, we can help. At Joel B. Shaw, CPA, we give personalized service to every client because we know every tax and income situation is different. To help us assist you in your tax preparation, please bring or send us this questionnaire filled out along with your tax documents and prior three years' returns.