Active Tax & Accounting LLC

Small enough to know our clients, big enough to serve them as they grow.

Certified public accountant in McMinnville, OR (show on map)

3.0

★★★☆☆

8 reviews

Oregon-based full-service accounting and tax firm serving individuals and businesses.

Call (503) 472-5010

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About

Active Tax & Accounting LLC is an Oregon-based public accounting firm with offices in McMinnville, Oregon, serving clients in the greater Beaverton and Portland area. Established in 2003, the firm consists of one member and three employees.

It specializes in providing bookkeeping, consulting, business valuation, and tax services to both for-profit and not-for-profit organizations. The firm is a member of the American Institute of Certified Public Accountants (AICPA) and the Oregon Society of CPAs. The firm's manager has extensive experience from employment within local, regional, national, and international public accounting firms.

Personal relationships built on trust and integrity

Small enough to know clients, big enough to serve them

Collective experience in all forms of taxation

Dedicated to not-for-profit and tax-exempt organizations

Member of AICPA and Oregon Society of CPAs

Offers succession planning and cloud transition support

Serves diverse industries from farming to healthcare

Services

Tax Services

Comprehensive tax preparation and planning for individuals and businesses, including not-for-profit organizations.

Individual tax filing Business tax filing Not-for-profit tax services IRS audit support

Bookkeeping

Professional bookkeeping services for businesses of all sizes.

Financial record keeping Accounts payable/receivable Bank reconciliation

Business Consulting

Business planning and consulting services to help organizations grow and succeed.

Business planning Succession planning Cloud transition support Technology and back-office solutions

Business Valuation

Professional business valuation services for various purposes.

Business worth assessment Valuation reports Support for transactions and planning

Not-for-Profit Accounting

Specialized accounting and tax services for tax-exempt and not-for-profit organizations.

IRS audit services Tax-exempt organization compliance Foundation accounting Church and religious organization support

Credentials & Certifications

American Institute of Certified Public Accountants (AICPA)

Oregon Society of CPAs

CPA License (Dan Chapman)

Reviews

Rating

★★★☆☆

Reviews

"Took ours in and got our taxes back in quick time frame."

Frequently Asked Questions

What types of clients does Active Tax & Accounting LLC serve? +

The firm serves individuals, for-profit businesses, and not-for-profit organizations including church denominations, foundations, trade associations, hospices, nursing homes, rehabilitation organizations, mental health organizations, and group home providers.

Where is Active Tax & Accounting LLC located? +

The firm is based in McMinnville, Oregon, and serves clients in the greater Beaverton and Portland area.

When was Active Tax & Accounting LLC established? +

The firm was established in 2003.

What professional affiliations does the firm hold? +

The firm is a member of the American Institute of Certified Public Accountants (AICPA) and the Oregon Society of CPAs. Staff also hold affiliations with the IRS, Oregon Department of Revenue, and other state revenue departments.

Does the firm offer remote or virtual services? +

Yes, the firm has a RemoteApp and is willing to meet clients in the greater Beaverton and Portland area, suggesting remote and in-person service options.

What industries has the firm worked with? +

Industries include farming and grain elevators, retailing, manufacturing, banking, excavating, construction, freight transportation, church denominations, public and private foundations, trade associations, hospices, nursing homes, rehabilitation organizations, mental health organizations, and group home providers.

What is the firm's approach to client relationships? +

The firm believes in developing personal relationships built on trust, integrity, following through with commitments, and being responsive to client needs. Their motto is 'Delivering More than We Promise.'

Does the firm support not-for-profit organizations? +

Yes, the firm specializes in providing services to both for-profit and not-for-profit organizations, including churches, foundations, trade associations, hospices, nursing homes, and mental health organizations.