They go beyond the basics and make managing my finances so much easier!
BUILDOROregon Builder & RemodelerTax preparation and planning
Pay what you owe. Not a cent more.
Returns prepared with care and filed on time, backed by year-round strategy that adapts as tax laws and your life change. We find the credits and deductions others miss and model your options before you act.
- Individual and business returns
- Trusts, estates and nonprofits
- Year-round tax strategy
- Entity structure
CFO advisory
Clarity for your biggest decisions.
Guidance on growth, cash and the moves that shape your future. Whether you are hiring, expanding or planning an exit, we turn your numbers into a clear recommendation.
- Budgeting and cash flow
- Acquisitions and mergers
- Succession and estate planning
Bookkeeping
Clean books. Clear numbers.
Reconciled accounts and statements you can rely on. Your books are closed every month, so you always know where you stand and tax season starts organized.
- Monthly reconciliations
- Financial statements
- Catch-up and cleanup
- Your own financial dashboard
FAQ
Questions, answered.
Do I ever need to come into an office?
No. MaxCounts is fully virtual. Meetings happen by video or phone, and documents, signatures and payments all go through your secure client portal.
What is the MaxCounts platform?
Coming soon: one secure place for your books, messages, documents and signatures, built by accountants for accountants and their clients. It’s starting by invitation with MaxCounts clients while we finish security testing.
How do I send you my documents?
Through the client portal. Upload from your computer or snap photos with your phone, and everything is encrypted and stored in one place. No email attachments needed.
How much do your services cost?
It depends on what you need. Every engagement starts with a free consult, followed by a written proposal with a clear scope and fee, so you know the price before any work begins.
Do you work with businesses as well as individuals?
Yes. We prepare returns and keep the books for individuals and families, partnerships, S and C corporations, trusts, estates and nonprofits.
I'm behind on filings or got a letter from the IRS. Can you help?
Yes. We can catch up unfiled returns, clean up past-due books, respond to IRS notices and work out payment plans. The sooner you reach out, the more options you usually have.
When should I start tax planning?
Now. Most savings come from decisions made during the year, not at filing time. Planning works best year-round, before income is earned and big purchases are made.