Areas of Practice

Business Tax

Kevin W. Keithley, CPA prepares and files a wide variety of business tax returns for privately held and family businesses, including the preparation of limited liability company (LLC), S-corporation, and corporate income tax returns for federal, state, and local jurisdictions. A large number of our clients are multi-state businesses; the firm has the capability to file returns in all 50 states.

Trust & Estate Services

Our firm provides a wide range of services to assist clients with the management and administration of estates and trusts, including the filing of annual federal, state, and local income tax returns, the filing of estate tax returns, the preparation of monthly and annual trustee reporting to beneficiaries, and the associated tax planning to minimize trust and estate taxes.

Individuals

Our firm prepares and files a substantial number of individual returns on an annual basis, handling all areas of tax compliance, estimated tax payments, and tax planning. We work with many clients, living both in and outside Oregon, who require preparation of associated state income tax returns for those outside Oregon or have income in other states. We have particular expertise in working with US citizens who work abroad and utilize the foreign earned income exclusion and foreign tax credits on an annual basis to reduce federal & state taxes.

Tax Planning

The annual preparation of tax returns often begins the process of tax planning. Our firm assists clients in reviewing transactions, planning for the reduction of income and estate taxes, and executes long-term, annual, and mid-year tax planning and forecasting to assist clients in achieving the goal of paying the least amount of tax possible.

Bookkeeping

Our firm completes monthly bookkeeping and prepares internal financial statements for small business clients requiring assistance with monthly and annual accounting.

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