Insight Tax and Accounting
Your Local Trusted Tax Guide in an Ever-Challenging Tax World
5.0
A small tax accountant firm in North East Portland, OR, offering tax preparation, bookkeeping, and consulting for individuals and businesses.
About
Insight Tax and Accounting is the individual practice of Mihaela Dimitriu, EA, LTC, a small tax accountant firm in North East Portland, OR 97220. The firm provides tax preparation for individuals and businesses, as well as associated bookkeeping/accounting, basic tax planning, and consulting services since 2015.
It offers a personalized, insightful approach in contrast to mass tax return production offices, focusing on building consistent, loyal relationships with clients. Services include tax preparation and extensions, tax notice resolution and audit representation, small business accounting, QuickBooks services, tax planning, consulting, and occasional payroll. The practice operates in a paperless environment and serves clients in person, by mail, or remotely.
Services
Tax Preparation
Tailor-made tax preparation for individuals (including self-employed) and small businesses (S and C Corporations), federal and multistate returns, amended returns, and extensions.
Tax Notices & Audit Representation
Resolution of tax notices from federal, state, and local authorities and representation in audits.
Small Business Accounting
Full bookkeeping and accounting services using Excel and QuickBooks (desktop and online), bundled with tax preparation.
QuickBooks Services
QuickBooks services for both online and desktop versions.
Tax Planning
Basic tax planning including analysis, projections, comparisons, deductions/credits, considerations, and retirement plan options focused on reducing tax burden.
Consulting
Accounting/tax matters, start-up questions, QuickBooks questions, documentation preparation, and S Corporation election.
Credentials & Certifications
Reviews
