Tax Service and Preparation in Vancouver, WA

Posted on

The team at Peterson & Associates offers a proactive – not reactive – approach to your taxes. We take the time to learn about your short- and long-term goals. Whether those goals are for you, your family, or your business— we want to help. By keeping current on the latest updates in tax laws and legislation, we can identify key tax planning opportunities that minimize both your current and future tax liabilities.

We provide our individual and business clients with the expertise that they deserve, not just during the traditional tax season, but throughout the year. Our staff is proficient in all aspects of the industry, so regardless of your unique tax situation, we will do everything in our power to find you a solution, or point you in the direction of someone who can.

Planning & Preparation

Whether you are a single person or a multi-tiered partnership, our experienced staff can develop tax strategies that will help you reach your financial goals. The first level of support comes during this planning stage, discussing your needs and how best to achieve your dreams.

Each time that we prepare your taxes, we are on the lookout for additional planning ideas to be implemented next year, consistent with your personal goals. Tax planning and preparation form a winning combination for our successful individual and business clients.

Estate, Trust Tax Preperation

End of life decisions can be difficult to think about. However, planning early ensures you enjoy your golden years with a little less stress. Peterson & Associates will help guide you through the complex process of getting your financial affairs in order.

Our estate and gift planning assistance will prepare your assets to be transferred to your beneficiaries in an orderly way. Peterson & Associates helps ensure that this is a seamless process for your surviving spouse, children, or other beneficiaries and works to minimize the tax due on the transfer of your business and other assets.

IRS and State Representation

Peterson & Associates has nearly 60 years of experience working with various taxing authorities at the local, state, and federal level. Audits, IRS correspondence, and other tax issues can be stressful, but we have the staff to make sure you are well informed and fairly represented.

We are a full-service accounting firm. We work with individuals, families, and businesses. Although we’re located in Vancouver, WA, we have clients all across the country. Whether you’re relocating your home or relocating your business, our staff will ensure you understand your tax responsibilities wherever you may go.

We also perform more specialized tasks including business consultations, litigation support, and a wide range of other services for our clients. Need help with individual tax returns, understanding payroll tax requirements for your business, or selecting a retirement plan? Whether your question is big or small, we’d love to help. Contact Peterson & Associates today.

How We Serve You

Taxes

Our CPAs are committed to finding tax solutions for individuals, businesses, and other organizations.

Taxes
Accounting

We provide our individual and business clients with the expertise that they deserve through a variety of accounting services.

Accounting
Business Consulting

We can advise on comprehensive, flexible strategies that address the issues affecting your business.

Business Consulting
View our services.

Ask Us

Need tax help or financial advice? We’re here to help.


News & Advice

Multnomah County & Metro District: New local taxes

There are two new local income taxes beginning in 2021.  They affect individuals who live…

Read More

Read Blog Post
Photo of a tax consultant shaking a client's hand

Employee Retention Tax Credit – Employers Only

Congress originally enacted the employee retention tax credit in the Coronavirus Aid, Relief, and Economic…

Read More

Read Blog Post

Child Tax Credit Advance Payments

The IRS is making changes to the Child Tax Credit and qualifying families will receive…

Read More

Read Blog Post

View more blog posts.