Business Details
14 Years
experience
Trusted Tax Preparation & Bookkeeping in Newberg, OR
At Cyndy & Associates Tax Services, we are dedicated to providing accurate and reliable tax preparation and bookkeeping solutions for individuals and businesses. Our team of licensed professionals holds active credentials including Oregon LTP, LTC, and IRS Enrolled Agent licenses, ensuring compliance with evolving federal and state tax regulations. Since 2012, we have served clients locally in Newberg and nationally, combining technical expertise with personalized service. Our staff maintains proficiency through continuous education and leverages tools like QuickBooks and Wave accounting software to deliver efficient financial solutions.We prioritize attention to detail in every return and bookkeeping project, offering tax planning, compliance, and consultations tailored to client needs. With decades of combined experience in tax preparation and IT problem-solving, we streamline complex financial processes while maintaining transparency and client trust. Our office operates with structured hours during tax season and provides a secure drop-off system for document submission, ensuring convenience and professionalism in every interaction.
Services
Individual Tax Preparation
Business Tax Preparation
Tax Planning & Compliance
Amendments
Bookkeeping Services
Accounting Assistance
Consultations
HOAs
Details
- Year established: 2012
Highlights and features
- We offer licensed tax professionals with IRS Enrolled Agent credentials.
- Our team maintains active Oregon LTP and LTC tax licenses.
- We combine 15+ years of tax preparation experience with IT expertise.
- We use QuickBooks software for precise bookkeeping and accounting.
- We serve clients locally in Newberg and nationwide with compliance focus.
Associations and certifications
- IRS
What people say
Accurate returns
Professional service
Knowledgeable staff
Efficient bookkeeping
Clear communication
Services
Individual Tax Preparation
We prepare current and past-year individual tax returns with meticulous attention to detail. Our licensed professionals ensure compliance with federal and state regulations while maximizing refunds. Clients receive clear guidance on documentation requirements and filing processes.
Business Tax Preparation
Specializing in S-Corporations, C-Corporations, and partnerships, we handle complex business tax filings. Our team navigates multi-state requirements and provides strategic tax planning to optimize business financial health.
Bookkeeping Services
Using QuickBooks and Wave software, we manage accurate bookkeeping for businesses. Our services include transaction recording, account reconciliation, and financial reporting to maintain organized fiscal operations year-round.
Tax Planning & Compliance
We offer proactive tax planning to minimize liabilities and ensure compliance with evolving regulations. Services include quarterly tax projections, deduction analysis, and entity structure recommendations for individuals and businesses.
Amendments
Our team prepares corrected tax returns with precision, addressing errors or overlooked deductions. We guide clients through the amendment process and communicate with tax authorities to resolve discrepancies efficiently.
People
Cyndy Cynthia MJ Rawlinson
Owner/Enrolled Agent
Licensed since 2006 as an Oregon LTP, Cyndy became an IRS Enrolled Agent in 2013 and upgraded to Oregon LTC in 2015. She has prepared taxes since 2008 and founded the firm in 2012.
Carlee
Tax Preparer
Licensed Oregon LTP since 2012, Carlee specializes in investigative tax work. With 25 years in IT and problem-solving, she handles diverse client needs across all 50 states.
Alyssa
Accountant
A Colorado State University graduate with a Bachelors in Accounting (2016), Alyssa joined in 2016 and became an Oregon LTP in 2019. She specializes in bookkeeping and tax preparation.
Questions
What tax services do you offer?
We prepare individual and business tax returns, amendments, and provide tax planning for compliance. We handle S-Corporations, partnerships, and C-Corporations but do not prepare estates or crypto-related returns.
Are you licensed tax professionals?
Yes, our team holds IRS Enrolled Agent credentials and Oregon LTP/LTC licenses. We maintain continuing education to stay current with tax law changes.
How do I submit documents for tax preparation?
Use our secure drop slot on the building's side. Include contact information, and our staff will review documents, prepare returns, and contact you for review and payment before filing.
Do you offer bookkeeping services?
Yes, we provide bookkeeping using QuickBooks and Wave software for businesses. Services include transaction management, reconciliations, and financial reporting to maintain organized records year-round.
What are your tax season hours?
February through April: Monday-Friday 10 AM-5 PM, Saturday 10 AM-2 PM. Closed Sundays. May through January: Monday-Thursday 10 AM-4 PM, closed Fridays-Sundays.
Do you serve clients outside Newberg?
Yes, while based in Newberg, OR, we serve clients nationwide for tax preparation and bookkeeping services.
