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Services

Richard Embertson, CPA, PC provides a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:


Business Development

  • Business Start-up
  • Business Registrations
  • Federal Employer Identification Number
  • Oregon Business Identification Number
  • Name Changes
  • Budgeting
  • Establish Profit Goals
  • Profit Analysis
  • Business Performance Review
  • Assist with Key Performance Indicators
  • Corporate Dissolution and Liquidations
  • Job Costing
  • Limited "calculation" estimate Business Value

Payroll

  • Payroll Calculations
  • Payroll Training
  • Compute Monthly Deposits
  • Quarterly and Annual Payroll Reports
  • Compile W-2s and Annual Submission
  • Worker's Compensation Reports
  • Assist with BOLI and New Hire Forms
  • Answer Employment Related Questions
  • Amended Prior Period Reports

Tax Return

  • Individual
  • C Corporation
  • S Corporation
  • Partnership
  • Estate and Trust
  • Gift
  • Non-Profit/Exempt Organization
  • Amended

QuickBooks and Bookkeeping

  • QuickBooks Set-up
  • QuickBooks Support
  • QuickBooks Training
  • Remote Access Service
  • On-Site Training
  • Monthly, Quarterly, or Yearly Data Entry
  • Year-End Adjustments
  • 1099's & 1098's Filings
  • Depreciation Schedules
  • Conversion to New Accounting Systems
  • Budgeting
  • Smart Vault
  • Virtual Connection
  • Accounts Payable
  • Accounts Receivable

Planning

  • Individual Tax Planning
  • Business Tax Planning
  • Estate Planning
  • Personal Financial Planning
  • Business Development
  • Business Valuation
  • Business Succession
  • Retirement Funding
  • Pension Plan or Profit Sharing

Financial Statement

  • Personal Financials
  • Business Financials
  • Compilation
  • Review
  • Ongoing Period Analysis of Statements
  • Meeting with Banks/Creditors
  • Contractor Job Costing

One Time Projects

  • Personal Property Tax Returns
  • Response to IRS Notifications
  • Response to ODR Notifications
  • Timber Tax Reports
  • Budgeting
  • Assist with Legal or "Entity" Matters
  • Review Owner Compensation System

Information Request for Services Listed Above