Full Service Firm

We build strategies, systems, and structures to help clients maintain accurate records, meet current financial obligations, comply with tax reporting requirements, plan for the future, and maximize wealth accumulation.

Small Business Accounting

Bookkeeping • Bank Reconciliation • Financial Statement Preparation • Individual Consultation

Payroll

Payroll Processing • Vacation, Sick, and Personal Day Accruals • Tax Reporting and EFTPS Deposits • W2, W-3, and 1099 Preparation • Ad Hoc Services

Tax

Tax Preparation • Tax Planning • IRS Audit Representation • Tax Problems

QuickBooks

QuickBooks Set-up • QuickBooks Training • QuickBooks Tune-up • QuickBooks Answers •

Advisory

New Business formation • Business Valuation • Internal Controls • Audits, Reviews, and Compilations

Non-profit

Tracking Systems • Payroll • Financial Statements • 990 and 990T Prep • File Tax-exempt

Personal Financial Planning

Retirement Planning • College Planning • Estate Planning • Insurance Assessment • Investment Planning

Virtual CFO

Business Planning • Financial Management • Risk Management

Meet the Team

Our relationships with clients extend beyond financial recordkeeping and reporting. We understand the dynamics that affect their personal and professional lives. We listen to their goals and dreams. We work collaboratively to develop plans that transform ambitions into reality.

Jim Samplename

CPA, President

Jim is the Principal and Founder of the firm. He has served a host of individuals and small business owners in his 30+ years as a practicing Certified Public Accountant. John holds a Bachelor of Science in Accounting and Master of Business Administration from Oregon State University. He is an active member of the Oregon Society of Certified Public Accountants.

jim@jsassociates.com

Amanda Test

CPA, MSAT, Partner

Amanda joined the firm in 2004 and has practiced public accounting since 1996. She spends the majority of her time focusing on tax planning and investment management for individuals. Amanda is a Certified Public Accountant and a Certified Financial Planner. She received her Bachelor of Science in Business Administration from the University of Oregon.

amanda@jsassociates.com

John Doe

CPA, Partner

John Doe has provided accounting, income tax, and financial advisory service to a variety of small businesses since joining the firm in 2008. John also has 14 years of experience as a staff accountant in private industry. He received a bachelor’s degree in accounting from Portland State University and is a Certified Public Accountant.

john@jsassociates.com

Industries Served

Associations • Attorneys • Consultants • Contractors • Dealerships • Dentists • eCommerce • Landlords • Physicians • Retail Stores • Restaurants • Schools • Social Service Agencies

  • Jim Samplename was an absolute pleasure to work with: professional, courteous, and friendly.

  • John Doe is competent, approachable, efficient, and delightfully personable. He always makes time to address my questions in a very timely manner.

    -- Ringo Starr

  • Amanda Test patiently and fully answered all of our questions, and had a some specific recommendations for us that would increase our tax refund for next year. She is professional, friendly, and keeps everything simple.

    -- Marty McFly

Let's Start Talking

Let's discuss your situation so that we may understand your objectives and determine whether we have the ability to provide service and value. First consultation is free.

(971) 246-8525