Work With Us:
more than a tax return.
We provide the advice, coaching, and accountability that our clients need to make measurable progress towards their business and financial goals.
We help small business owners identify and implement tax strategies that allow them to have more control over more resources so they can make life better for themselves, their families and their community.
Do the the things you are good at.
Leave the taxes to us.
Everyone has different gifts and abilities. The world works best when we each focus on what we are designed to do. We want you to spend more time doing the things you are good at, knowing you have us on your team to handle the tax side and strategy side of your business.
1000’s of tax returns looked at.
If all we do is focus on filing a tax return, we miss out on opportunities for you to make small changes to achieve big results.
We know the trends and patterns that help people. When we identify what works and what situation it works in, we can bring it over to you too! This is what we do everyday. I have decades of business experience and over a decade of tax experience that you can draw from.
So that you can make
Measurable progress towards meaningful goals.
“I want to make a lasting impact with the work I’m doing. My goal is to lay the groundwork that allows us to help you identify and implement the ideas that really move the needle in a significant way for you and your business. When we work with small businesses we can see the impact of our work on our community.” – Joshua Jordan, CPA
We offer tax related advice and planning, small biz consulting and income tax preparation services.
How you can work with us:
Advisory Services + Consulting:
We take a continuos strategic look at your situation to find small changes that can have big results.
If all we do is focus on filing a tax return, we miss out on opportunities for people to make small changes that can have big results.
We are looking to be professionally curious and take a strategic look at each clients situation. Then, depending, on your goals and priorities, we will match you up with the right strategy to get you there as quickly as possible.
We help you understand the strategies, the specific attack plan, and options for your unique situation.
We know the trends and patterns that help people. It’s hard to see this when you only look at your own tax return each year. Our clients get to benefit from us consistently looking at similar situations and seeing the patterns that arise. We apply this wide knowledge base to each business to help you achieve your big goals. When we identify what works and what situation it works in, we can bring it over to you too!
This is what we do everyday. I have decades of business experience and over a decade of tax experience that you can draw from.
The tax return is the finish line of implementing the advice and strategies so you benefit from them on your tax return.
We want to make a bigger impact on our world. Preparing your taxes with the advisory package allows us to help you in a bigger way. We look at our clients individual situation and understand your goals and priorities to help you reach your goals through our advice and strategies.
How you structure your business can unlock strategies to help you reach your financial goals.
We will help you choose the right entity for your business while helping you understand the formalities and the responsibilities that you have related to the entity you choose.
For every new client that we take on who has some sort of business or business activity, we condense down our years of education, continuing education and business experience into a bootcamp of knowledge transfer where you learn:
1. what you need to know to make a good choice on your entity structure and
2. how to successfully implement that to get you the tax benefits you are going for.
We can help you so you don’t have to go to business school and get a tax education.
Our team takes a proactive approach to help you look ahead into the future so you can make decisions that will save you money on taxes and avoid negative tax surprises.
Think we can help help you? Let’s see if we would be a good fit.
Connect with our team:
“I want to grow my business to fix pieces of our broken world and to make the world a better place. If you want this too, then we are going to get along great. If tax strategy is just a money game for you, we may not be a good fit.” – Joshua Jordan
How it works:
Let’s begin by establishing your needs and coaching you through what you need to know to prepare your business from a tax stand point. We take a proactive look ahead into the future so that you can make decisions that will save you money on taxes and avoid some negative tax surprises.
We take away the surprise of large tax bills
and plan for the future.
Getting Started with Our New Business Clients
We look at your situation throughout the year so we can make changes before it’s too late.
Entity structure planning for your goals.
Audit proofing your records.
Tax strategy planning to free up your cash quickly.
Helping you understand how the taxes work so you know what you will pay ahead of time to avoid surprises.
Fringe benefit planning.
Implementing tax strategies so you keep more of the money that your business brings in.
Tax preparedness: We look at your situation before the year is over so we can make changes before it’s too late.
Tax checkins throughout the year to identify new changes, strategies and update projections for your business.
Tax return completion.
Tax walk throughs so you can understand the key drivers of your tax situation for the year and ideas for the future.
Meet Our Team
Joshua Jordan, CPA
Kelli, Tax Preparer
We are no longer working from our Bend office. Please do not attempt to visit us at the office.