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At balance point tax & accounting, with offices in redmond and bend, oregon, we specialize in providing small business tax planning services and proactive tax planning strategies tailored to contractors, doctors, and licensed professionals. Whether you are a general contractor managing multiple projects, a cardiologist overseeing a medical practice, or a licensed attorney building your client base, our experienced team develops customized tax strategies designed to reduce liability, increase savings, and support long-term business growth.
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Together
Since 2011, balance point tax & accounting has offered expert tax planning, bookkeeping, payroll, and accounting services to contractors, doctors, and licensed professionals across oregon. Using secure, cloud-based technology, we deliver proactive guidance that goes beyond tax season to help you plan ahead, stay compliant, and achieve your financial goals, including small business tax planning services.
We are more than tax preparers. We are year-round partners focused on helping your small business succeed with strategic, compliant, and forward-looking tax planning solutions.
Our tax planning services are designed to help you legally minimize your tax burden, improve cash flow, and prepare for long-term success. From reviewing your financials to implementing customized strategies, we make sure your business is ready for every season, not just tax season.
Our small business tax planning services cover everything from forecasting to year-end strategies. We help general contractors, hvac contractors, and remodeling contractors optimize deductions while also supporting neurologists, anesthesiologists, and pediatricians in structuring their practices for maximum tax efficiency.
Accurate books are the foundation of tax savings. We provide complete bookkeeping support so roofing contractors, dermatologists, and licensed real estate agents have clean records that simplify planning, highlight deductions, and reduce liability.
Payroll tax compliance can be complicated for growing businesses. We ensure flooring contractors, medical office staff, and licensed massage therapists are paid correctly while payroll taxes are withheld, filed, and planned for without stress.
We prepare your books to be tax-ready well before deadlines. From masonry contractors to gastroenterologists and insurance agents, our goal is to eliminate last-minute scrambling so you can file with accuracy and confidence.
Our tailored reports highlight opportunities for savings and identify trends. Excavation contractors, orthopedic surgeons, and real estate professionals gain valuable insights into their tax position so they can make informed business decisions year-round.
We offer QuickBooks setup and training designed to support smarter tax planning. From painting contractors tracking project costs to family physicians managing billing, our experts ensure your system is aligned with your tax strategy.
Our accountants deliver proactive, cloud-based tax planning customized to your business or practice. Whether you’re starting a contracting company or expanding a healthcare clinic, we provide the tools and strategies you need to minimize liability and maximize savings.
Our Tax Planning Firm services include:
FREQUENTLY ASKED QUESTIONS
Have questions about accounting services in Oregon? Here are answers to some of the most common questions to help you understand how our expertise can support your business.
Small businesses and licensed professionals need proactive strategies that reduce tax liability and support growth. These small business tax planning services include accurate bookkeeping, payroll tax compliance, year-end preparation, and customized planning tailored to oregon laws. Whether you are a concrete contractor, a family physician, or a licensed therapist, effective tax planning saves money and prevents costly mistakes.
An Oregon accountant understands state-specific tax codes, filing deadlines, and compliance requirements, making them uniquely qualified to guide your business or practice. Whether you are a general contractor running multiple crews, a cardiologist managing a busy practice, or an architect handling large projects, we provide personalized strategies to optimize deductions, improve cash flow, and create a roadmap for sustainable growth.
Yes. Remote tax planning is available for many small business types across Oregon. Using secure, cloud-based software, we provide year-round planning, tax-ready reporting, and compliance support from anywhere. Whether you are an electrical contractor managing projects, a pediatrician running a clinic, or a lawyer with multiple offices, remote services provide flexibility, efficiency, and real-time financial insights.
Book a No-Cost Strategy Call Today
We aren’t just about the numbers; we’re about your business story. We go beyond traditional accounting to truly partner with you in maximizing your success.
what OUR CLIENTS say about us
“I’ve used her services for the past 4 years. She has always been super responsive, competent and friendly and accessible. I have had over a dozen years working in the tax and accounting world and appreciate the expertise and professionalism that I find at Balance Point Tax & Accounting!”
Gail Leopold,
“Balance Point has far exceeded my expectations, and has executed at a level of proficiency and professionalism that is exceedingly hard to find. The entire team is incredibly communicative, well-informed, and more importantly – dedicated to helping you and your business succeed. I highly recommend working with Marilyn and the entire Balance Point team. They are fantastic!”
Dr. Primley,
“They are super friendly, accommodating, and responsive, and prices are very reasonable. I had just opened my own small business this year and wasn’t sure how to do my taxes but all my questions were answered in a timely and knowledgeable fashion. I highly recommend Balance Point for your tax and accounting needs!”
Jack M. Bend,
From the business hubs of portland and hillsboro to the thriving communities of eugene, salem, and bend, balance point tax & accounting delivers personalized small business tax planning services designed to help oregon small businesses and professional practices succeed.
Whether you need proactive strategies for your landscaping business in Beaverton, tax planning for your dermatology clinic in Medford, or consulting for your legal practice in Gresham, our team provides reliable, customized solutions that reduce liability and keep your business future-focused.
Focus on Growth and Let Us Handle Your
