Business Details
23 Years
experience
Expert Accounting Services in McMinnville, OR
At Active Tax & Accounting, we prioritize building personal relationships with clients founded on trust, integrity, and responsiveness. Our team delivers tailored accounting, tax, and consulting solutions for individuals and businesses, combining technical expertise with a commitment to exceeding client expectations. Established in 2003, we serve clients in McMinnville, Beaverton, and Portland, Oregon, offering services ranging from financial reporting to business valuation. Our philosophy centers on old-fashioned customer service, ensuring clients receive timely, accurate support while navigating complex financial needs. With a focus on both for-profit and not-for-profit sectors, we provide specialized expertise in tax compliance, succession planning, and technology consulting.Our team includes certified professionals affiliated with the American Institute of CPAs and Oregon CPA Society. We emphasize transparency, ethical standards, and continuous education to maintain our reputation as a trusted financial partner. By balancing personalized attention with scalable solutions, we help clients grow while maintaining compliance and financial health. Our Studebaker-inspired 'Eleven Commandments of Good Business' guide every client interaction, reinforcing our dedication to service excellence.
Services
Tax Preparation
Bookkeeping
Business Consulting
Financial Planning
Succession Planning
Payroll Services
Technology Consulting
Details
- Year established: 2003
Highlights and features
- We offer 20+ years of combined experience in tax and accounting services.
- Our team includes certified professionals with affiliations in leading industry organizations.
- We provide personalized solutions tailored to individual and business financial needs.
- Our Studebaker-inspired 'Eleven Commandments of Good Business' ensure exceptional client service.
- We specialize in both for-profit and not-for-profit accounting expertise.
Associations and certifications
- American Institute of Certified Public Accountants
- Oregon CPA Society
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, ensuring compliance with federal and state regulations. Our team stays updated on evolving tax laws to maximize deductions and minimize liabilities. Clients receive personalized guidance to navigate complex filings with confidence.
Bookkeeping
Our bookkeeping services maintain accurate financial records, including payroll, accounts payable/receivable, and financial statements. We use modern tools to ensure real-time tracking and reporting, helping businesses maintain financial clarity and regulatory compliance.
Business Consulting
We offer strategic consulting for business growth, including valuation, succession planning, and operational efficiency. Our experts analyze financial health and market conditions to develop actionable plans tailored to organizational goals.
Payroll Services
Our payroll solutions handle tax withholdings, wage distribution, and compliance reporting. We streamline payroll processes to ensure accuracy and timeliness while reducing administrative burdens for business owners.
Technology Consulting
We assist businesses in transitioning to cloud-based systems and optimizing accounting software. Our technology consulting ensures secure, efficient data management and seamless integration with financial workflows.
People
Dan Chapman
Managing Member
Dan Chapman, CPA, has 20 years of tax and accounting experience. He leads Active Tax & Accounting since its 2003 founding, specializing in business valuation and compliance. He graduated from Portland State University.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, tax preparation, payroll services, business valuation, and succession planning tailored to small businesses.
Do you work with not-for-profit organizations?
Yes, we specialize in serving tax-exempt organizations, including churches, foundations, and healthcare providers, with compliance and financial planning.
Are your professionals certified?
Our team includes Certified Public Accountants (CPAs) affiliated with the American Institute of CPAs and Oregon CPA Society.
What areas do you serve?
We primarily serve McMinnville, Beaverton, and Portland, Oregon, with remote support available for clients statewide.
How do you ensure client satisfaction?
We follow Studebaker's 'Eleven Commandments of Good Business,' prioritizing personalized service, transparency, and timely communication.
