Business Details
Your Trusted Accounting Partner in Newberg, OR
Our firm strives to provide outstanding service to our clients through dedication to excellence and professionalism with a personal touch. We are one of the leading public accounting firms in Newberg, Oregon, and the surrounding Yamhill County area. By combining our expertise, experience, and team mentality, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year. We focus on delivering exceptional accounting solutions tailored to individual and business needs.Our team of certified professionals brings decades of combined experience in tax preparation, payroll services, and small business accounting. We prioritize transparency, compliance, and proactive tax planning to help clients maximize deductions while minimizing liabilities. Our commitment to continuous education ensures we stay ahead of evolving tax regulations. Clients benefit from personalized service, cutting-edge technology, and a partnership approach that emphasizes long-term financial success. This philosophy has solidified our reputation as a trusted advisor in the community.
Services
Payroll Services
Bookkeeping Services
Small Business Accounting
QuickBooks Assistance
Individual Tax Preparation
Business Tax Services
Details
- Year established: 2025
Highlights and features
- We offer 20+ years of combined experience in tax and accounting services.
- Our team provides personalized solutions tailored to individual business needs.
- We guarantee compliance with federal and state tax regulations.
- Our CPA-certified professionals prioritize proactive tax planning strategies.
- We serve Yamhill County with deep local market knowledge.
Services
Payroll Services
Our payroll services streamline tax compliance and employee payment processing for small to mid-sized businesses. We handle federal, state, and local tax filings while ensuring accurate wage distribution. Clients benefit from time savings and reduced compliance risks through our expert management of legislative changes affecting payroll.
Bookkeeping Services
We provide accurate bookkeeping solutions that maintain organized financial records for businesses of all sizes. Our services include system setup, transaction recording, and financial statement preparation. Clients gain reliable financial insights while focusing on core business operations without payroll software management burdens.
Small Business Accounting
Our small business accounting services offer strategic financial management through cash flow analysis and tax planning. We create customized reporting systems that help entrepreneurs make informed decisions. Clients receive expert guidance on profit optimization and regulatory compliance without hiring full-time accounting staff.
QuickBooks Assistance
We specialize in QuickBooks implementation and maintenance for cloud-based financial management. Our certified ProAdvisors help businesses transition to digital accounting systems while optimizing software features. Clients access real-time financial data through customized reporting tools that improve cash flow monitoring and decision-making.
Tax Preparation
We offer comprehensive tax preparation for individuals and businesses with strategic planning to maximize deductions. Our CPAs stay current with tax code changes to ensure compliance while minimizing liabilities. Clients benefit from accurate filings, penalty avoidance, and year-round advisory services for optimal financial outcomes.
People
Brian Williamson
CPA
Brian Williamson combines technical expertise with personalized service to help clients achieve financial clarity. With extensive experience in tax compliance and strategic planning, he focuses on minimizing liabilities while maximizing long-term financial success for individuals and businesses.
Deanne Platter
CPA
Deanne Platter specializes in small business accounting solutions, delivering tailored financial strategies that enhance operational efficiency. Her approach emphasizes accurate record-keeping and proactive tax planning to support sustainable business growth within Yamhill County's local market.
Sara DeMaster Smith
CPA
Sara DeMaster Smith provides comprehensive payroll and bookkeeping services that simplify financial management for entrepreneurs. Her expertise in compliance regulations ensures businesses maintain accurate records while focusing on core operations and growth opportunities.
Lisa Graham
CPA
Lisa Graham offers strategic tax preparation services for individuals, leveraging deep knowledge of current tax codes to optimize refunds and minimize liabilities. Her client-centric approach prioritizes clear communication and personalized financial guidance throughout the year.
Terry Emery
CPA (semi-retired)
Terry Emery contributes decades of accounting experience to complex tax and business advisory cases. While semi-retired, he maintains active involvement in select client relationships, providing mentorship and specialized expertise for challenging financial scenarios.
Questions
What accounting services do you offer for small businesses?
We provide payroll processing, bookkeeping, tax compliance, and financial reporting tailored to small business needs with personalized attention.
Do you handle both individual and business tax preparation?
Yes, our CPAs prepare individual tax returns and business filings while implementing strategies to minimize tax liabilities for both.
Can you help with QuickBooks implementation?
Our QuickBooks Certified ProAdvisors assist with software setup, data migration, and ongoing support for cloud-based accounting solutions.
Are you available year-round or only during tax season?
We provide year-round financial advisory services, though our capacity for new clients is highest between June and November.
What areas do you serve?
We primarily serve Newberg and Yamhill County, Oregon, with virtual support available for clients statewide.
