Bernards & O'Rourke PC

Our Strength. Your Numbers.

Accountant in Banks, OR (show on map)

4.8

★★★★★

6 reviews

Licensed Oregon accounting firm specializing in small business accounting, bookkeeping, tax preparation, and tax planning.

Call (503) 324-6274

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About

O'Rourke & Block Advisors is a licensed Oregon accounting firm that specializes in accounting and tax services for businesses and individuals. They offer a broad range of services including small business accounting, bookkeeping, individual tax preparation, business tax preparation, tax planning, and estate & trust tax services.

The firm emphasizes personalized attention, professional service, and helping clients maximize deductions while staying compliant with tax laws. They serve clients from self-employed home-based business owners to small and medium-sized businesses with employees.

Licensed in Oregon

Professional, experienced, and affordable

Personal and professional attention to each client

Comprehensive range of tax and accounting services

Outsourced CFO services available

Services

Small Business Accounting

Comprehensive accounting services to help small business owners take control of their finances, including financial reporting, cash flow analysis, budget forecasting, and strategic tax planning.

Financial report generation and analysis Cash flow evaluation and profitability improvement Budget preparation Strategic tax planning and financial forecasting Accounting systems setup Internal controls for fraud prevention Quarterly/monthly/annual financial statements Sales tax processing Profit statements and balance sheets Custom financial reports Business tax returns Outsourced CFO services

Bookkeeping Services

Accurate, reliable bookkeeping services for businesses of all sizes, including accounts payable/receivable, bank reconciliations, inventory management, and outsourced bookkeeping.

Accounts payable entry and bill paying Accounts receivable invoicing and collection Bank reconciliations Inventory management Bookkeeping clean up General ledger maintenance Tax forms (1099s, 1096) Outsourced bookkeeping

Individual Tax Preparation

Trusted personal tax preparation and planning services to minimize individual tax liability and ensure accurate, timely filing.

Accurate tax return preparation and filing Estimated tax calculation for self-employed Tax planning strategies reflecting individual goals Electronic filing and direct deposit File extensions and estimated tax calculation

Tax Preparation for Businesses

Specialized business tax preparation including state and federal income tax, payroll tax, sales tax compliance, and tax planning strategies.

State and federal income tax preparation and filing Local and state sales tax compliance State and federal payroll tax Tax planning strategies to minimize liability Profit and loss statements Mergers and acquisitions support Entity selection and structure (S-Corp, C-Corp, LLC)

Tax Planning

Proactive tax planning services to legally reduce tax liability and maximize after-tax income for businesses and individuals.

Proactive tax saving strategies Maximization of deductions and credits Compliance with changing tax laws After-tax income optimization

Estate & Trust Tax Services

Experience in all aspects of trust and estate administration including tax and accounting issues unique to trusts and estates.

Income tax return preparation for trusts and estates Trust and estate administration Tax and accounting issue resolution for estates

Credentials & Certifications

Oregon Accounting License

Reviews

Rating

4.8

★★★★★

Reviews

"Professional, reasonable fees and always pleasant."

Frequently Asked Questions

What services does O'Rourke & Block Advisors offer? +

They offer small business accounting, bookkeeping services, individual tax preparation, tax preparation for businesses, tax planning, and estate & trust tax services.

Is O'Rourke & Block Advisors licensed? +

Yes, O'Rourke & Block Advisors is licensed in Oregon and specializes in Accounting.

Who do they serve? +

They serve business owners, executives, independent professionals, self-employed home-based business owners, and small to medium-sized businesses with employees.

Do they help with business tax preparation? +

Yes, they specialize in business tax preparation including state and federal income tax, payroll tax, and sales tax compliance.

Can they help minimize my tax liability? +

Yes, they develop tax planning strategies to legally reduce tax liability and maximize after-tax income for both businesses and individuals.

What bookkeeping services do they offer? +

They offer accounts payable/receivable, bank reconciliations, inventory management, bookkeeping clean up, general ledger, tax forms (1099s, 1096), and outsourced bookkeeping.

Do they offer outsourced CFO services? +

Yes, outsourced CFO services are listed as part of their small business accounting offerings.

What industries do they work with? +

They work with a variety of industries and clients, from self-employed home-based business owners to small and medium-sized businesses with employees.