INSIGHT TAX AND ACCOUNTING | Portland, OR

  • Total Hires: 27 times
  • Service Area: Portland, OR
  • Business Duration: 10 years
INSIGHT TAX AND ACCOUNTING

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

  • Cash
  • Check
  • Zelle

Services Offered

Accounting needs

  • Bookkeeping
  • Preparing tax returns
  • Managing AR and AP
  • Preparing fin. statements

Entity type

  • Individual or sole proprietorship
  • C-Corp / Corporation
  • S-Corp
  • Non-profit
  • Partnership

Industry

  • Sales & marketing
  • Healthcare
  • Technology / IT
  • Financial services
  • Education
  • Real estate
  • Construction
  • Non-profit
  • Other
  • Manufacturing
  • Retail / consumer goods

Annual income

  • Less than $100K
  • $100K - $500K
  • $500K - $1M
  • $1M - $5M
  • $5M - $10M
  • Greater than $10M

Accounting software

  • QuickBooks
  • Sage
  • Quicken
  • Xero
  • NolaPro
  • TurboTax

Work location

  • My customers travel to me
  • I travel to my customers

About

My main focus is on tax preparation. I do taxes for individuals, small businesses (self-employed customers) and corporations, in my office and remotely. When I do tax preparation I charge per form. When I do bookkeeping / accounting I charge per hour. Sometimes the bookkeeping is needed prior to the tax preparation and when it’s not extensive it makes sense for these services to be bundled together for better pricing.

As an Enrolled Agent and Licensed Tax Consultant (with OR Board of Tax Consultants) I can represent clients in the audits either with the IRS or Oregon Dept of Revenue. I can address the IRS and OR Department of Revenue Notices received by clients and solve the tax issues they are referring to.

For the Bookkeeping and Accounting services I charge between $75 and $100/h - depending on the complexity of the work. I can travel to Client’s business place or work remotely from my office. I use QuickBooks desktop and Online – mine or Client’s.

For tax preparation I also use Intuit software products and charge per form; it depends on how many forms individuals or businesses need for filing but also on how complex the returns are and if an extended preparation time is necessary. The fee for a basic individual tax return with just one item of income (like 1 W2 form) and standard deduction is $175.

I also do basic tax planning and annual or semi-annual projections for individuals and businesses in order to find ways for my clients to stay ahead of the game, save on taxes and to help them be compliant with the financial/tax requirements for their particular situation.

My work happens mainly in a paperless environment, so, connecting and exchanging information via internet is very efficient and important, although is not compulsory. I use several strong safeguards to protect my Client’s information at any time.

I like doing Accounting and Tax Preparation because of the multitude of aspects and cases they involve. There are many factors to consider, different frames to try, both synthetic and analytic views need to blend together and complement each other for the job to be successfully done. Accountants and Tax Preparers are those able to break things down and reconstruct the whole - not only to measure the financial efforts and returns, but to present reliable and comprehensive descriptions of the trends and projection analysis, raising budget awareness, educate clients and ultimately saving Clients’ money through applying the right knowledge to the right situation.

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License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

  • Background Check
    • Mihaela Dimitriu
    • Completed on 2/23/2021

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