Dimone & Herr

Personal Interactions, Powerful Services.

Accountant in Portland, OR (show on map)

4.0

★★★★☆

4 reviews

Full-service accounting firm in Portland, OR specializing in tax preparation, planning, and business financial services.

Call (503) 293-0093

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About

Dimone & Herr is a full-service accounting firm with a personable and experienced team of diverse accounting professionals. We are dedicated to providing our clients with timely, professional and personalized service.

Our firm provides outstanding personal service to our clients, with a mastery of the most current tax codes. With over 35 years in professional practice, we offer our expertise and guidance to both individuals and businesses across a wide range of financial needs and diverse locals. We are licensed in OR and serve clients across the US and around the world.

Over 35 years in professional practice

Personal interactions and personalized service

Licensed in Oregon and serving clients across the US and around the world

Full-service accounting firm with diverse team of professionals

Efficient, affordable, and extremely discreet tax resolution services

Free consultation available

Client portal for secure file submission

Services

Individual Tax Preparation

Full service tax preparation services tailored to your life, including pre-prep data gathering, audit support, and submission to the appropriate agency.

Accurate tax returns filed on time Electronic filings and direct deposits File extensions and calculate estimated tax

Tax Planning

Proactive tax planning strategies to legally reduce your tax liability and maximize after-tax income.

Year-long development of tax planning strategies Paycheck withholding review and adjustment Education on deferring tax liabilities through pension plans

Personal Financial Planning

One-on-one guidance and a comprehensive financial plan to manage risk, improve performance, and ensure growth and longevity of wealth.

One-on-one guidance Comprehensive financial plan Risk management and wealth growth

Retirement Planning

Help you develop a retirement plan based on your current financial situation and projected financial goals, including Social Security and retirement income strategies.

Evaluate current financial situation Create retirement budget Review Social Security account Determine lump-sum vs monthly payments

Estate Planning

Assist you through the estate planning process, handling the hassles and red tape associated with planning for the future.

Step-by-step guidance Efficient and discreet service Affordable estate planning assistance

Business Tax Preparation

Tax preparation services for businesses to ensure accurate and timely filing.

Business tax return preparation Timely filing Accurate documentation

Credentials & Certifications

Certified Public Accountant (CPA)

Since 1979

Licensed Tax Preparer (Oregon)

QuickBooks Online Certified ProAdvisor

Member of the Institute of Certified Bookkeepers (MICB)

Registered Cost Accountant (RCA)

Certified Accounting Technician (CAT)

Reviews

Rating

★★★★☆

Reviews

"On-site services"

Frequently Asked Questions

Is tax preparation software really the cheaper option? +

Tax preparation software can be confusing as tax codes become more complex, increasing the chance of missing details which can cost you substantial time and money through missed return opportunities or during an IRS audit. A professional tax preparer can ask the right questions to maximize your returns and provide support if you need to interact with the IRS.

Do most taxpayers benefit from using a professional tax preparer? +

Yes. According to a study released by the US Government's General Accounting Office, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

What tax services do you offer for individuals? +

We offer Individual Tax Preparation, Tax Planning, Personal Financial Planning, Retirement Planning, and Estate Planning services for individuals.

What does tax planning involve? +

Tax planning involves helping to set up a recordkeeping system compliant with IRS requirements, year-long development of tax planning strategies that lower your tax bill, review and adjustment of paycheck withholding, education about deferring tax liabilities through pension plans, and suggestions for investments to produce tax-exempt income.

What is included in your retirement planning services? +

Our retirement planning services include evaluating your current financial situation, creating a budget that meets retirement goals, reviewing your Social Security account, understanding how other retirement income sources affect planning, and determining whether lump-sum or monthly payments are better for your situation.

What business services do you offer? +

We offer Tax Preparation for Businesses, Small Business Accounting, Bookkeeping Services, QuickBooks Services, Part-Time CFO Services, Audits-Reviews-Compilations, Forensic Accounting, Cash Flow Management, Bank Financing, Business Valuation, Business Advisory Services, Financial Planning for Businesses, Succession Planning, New Business Formation, and New Employee Forms.

What tax resolution services do you provide? +

We provide IRS Audit Representation, help with Non-Filed Tax Returns, Back Taxes Owed, Payroll Tax Problems, IRS Liens, IRS Levies, IRS Wage Garnishment, IRS Seizures, IRS Payment Plans, Offer In Compromise, and can help you Get Your IRS File.

Do you offer free consultations? +

Yes, we are happy to offer you a free consultation to determine how we can best serve you.