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Bray & Associates NW LLC

Accountant in West Linn, OR (show on map)
Google 4.7
★★★★★
15 reviews

A Portland-area accounting firm offering tax, advisory, and financial statement services to individuals and businesses.

Call (503) 290-0290
Navigate to Visit website
Bray & Associates NW LLC website

About

Bray & Associates NW LLC provides a full range of accounting, tax, advisory, and financial statement services to individuals and businesses in the Portland Metropolitan area. Integrity, quality work, attention to detail, and personal client relationships are the principles that drive this local accounting practice.

The technical side of public accounting is critically important, and the team combines knowledge, technologies, research tools, and experience to handle unique circumstances and tax code complexities while thinking outside the box and upholding ethical standards.

Integrity, quality work, attention to detail, and personal client relationships
Thinking outside the box while upholding ethical standards
Partner in business and financial planning
Proactive tax planning to maximize benefits

Services

Tax Preparation

Handling all types of business and individual tax returns, exploring every option to maximize tax benefits.

Individual tax returns Business tax returns Partnerships C & S-Corporations Trust & Estates Non-Profit Gift Tax

Tax Planning

Proactive planning to reduce tax liability and curate the most advantageous tax position for current and future goals.

Optimizing deduction opportunities Determining advantageous business structure Maximizing retirement plan contributions Reducing taxes on investments Buying and selling personal and investment properties

Bookkeeping

Dedicated accounting professionals ensure financial records are maintained correctly and accurately.

Accurate financial statements Accounting system maintenance Current position reflection

IRS Representation

Proper representation by an experienced associate for any IRS notice or dispute, committed to reducing client burden.

IRS notice response Dispute resolution Client burden reduction

Advisory

Holistic advising approach providing knowledge and advice across an array of situations and challenges for continued financial security.

Business acquisition and merging Budgeting and cash management Estate planning Risk assessment and management Business successions

Monthly Bookkeeping Services

Ongoing bookkeeping services for businesses and individuals.

Monthly financial record maintenance

Credentials & Certifications

CPA (Certified Public Accountant)
EA (Enrolled Agent)

Reviews

Google
Rating
4.7
★★★★★
Reviews
15
"My taxes have never been easier and cleaner."

Frequently Asked Questions

How do I create my secure client account? +

You need to accept the invite sent to your email to initiate your account. The initial invite is only valid for 30 days, so contact us if you need a new invitation.

How do I access portals for different accounts (individual, trust, business)? +

You only need one login to access all accounts. Click here to view a quick tutorial on accessing multiple accounts and uploading documents to the corresponding account.

When I log in, I only see a few files listed. How do I find the rest? +

You may be looking at the 'recent files' section. Navigate to the full 'Files' section instead. Click here to view a tutorial on locating files.

Can you create a 2025 folder for me if I don't see one? +

Yes, but no need to contact us ahead of time. Simply upload your files to the corresponding client portal and staff will sort them into the appropriate tax year folder.

Does an empty 'to do' list mean you have everything you need from me? +

No. The firm is not currently using this function of the client portal. Staff will still send questions via email outside the secure portal.

Can I just email my tax documents or receive tax returns by email? +

No. The firm cannot stress enough the importance of using only secure methods for transmitting sensitive documents. They will never send such documents as regular email attachments.

What payment methods do you accept? +

Payment by check, ACH, credit or debit card is accepted through the Client Portal, with the first two being strongly preferred.

Can I deliver physical tax documents instead of using the portal? +

Yes, you can always deliver physical tax documents to the office and receive physical tax returns if you do not wish to use the secure portal.

Contact Bray & Associates NW LLC

Bray & Associates NW LLC
Website
bray-cpa.com
Category
Accountant
Wheelchair Accessible
Call (503) 290-0290

Location

Location of Bray & Associates NW LLC, 2500 Willamette Falls Dr # 100, West Linn, OR 97068 · View on Google Maps

Screenshot Gallery

Get in Touch

Ready to work with Bray & Associates NW LLC?

Reach out today to schedule a consultation.

(503) 290-0290

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