McCall Tax & Bookkeeping Services is an advisory firm that provides tax efficient solutions and accounting services to small businesses. Founded in 2003, the firm began with bookkeeping and payroll services and expanded in 2016 to offer tax preparation.
Services include advisory programs focused on tax efficiency evaluation, implementation, and review/maintenance; bookkeeping with QuickBooks training, monthly/quarterly reconciliation, and full data entry; payroll processing customized for small businesses; and tax preparation for S-Corporations, C-Corporations, Partnerships, and Individuals. The firm emphasizes building long-term, reliable relationships and works by appointment only from Portland, Oregon.
Advisory-first approach to build long-term client relationships
Custom tax-efficient solutions with implementation support
Focus on small business profitability rather than accounting details
Responsive communication and weekly financial updates (per testimonials)
Services
Advisory Services
Custom tax planning and advisory programs for small businesses, including tax efficiency evaluation, implementation of solutions, and ongoing review and maintenance.
Tax Efficiency EvaluationImplementation of tax-efficient toolsReview & MaintenanceOne-on-one coaching
Bookkeeping
Accounting solutions for small businesses using QuickBooks, including training, reconciliation, and full data entry services.
QuickBooks system setup and trainingMonthly/Quarterly ReconcileFull Data Entry and ReconcileFinancial statements
Tax Preparation
Tax planning and annual tax preparation for S-Corporations, C-Corporations, Partnerships, and Individuals.
Tax planningAnnual tax preparationTax review meetingsPreparation for S-Corp, C-Corp, Partnership, and Individual returns
Payroll
Customized payroll processing solutions for small businesses with one or many employees.
Custom payroll solutionsProcessing for any number of employeesClient provides pay period details
Frequently Asked Questions
What services does McCall Tax & Bookkeeping Services offer? +
Advisory, bookkeeping, taxes, and payroll services for small businesses.
When was McCall Tax & Bookkeeping Services founded? +
The firm was founded in 2003.
Where is McCall Tax & Bookkeeping Services located? +
5311 SE Powell Blvd. Suite 101, Portland, Oregon 97206.
Do they offer one-time or standalone services? +
No, they are generally not a fit for clients seeking one-time/one-off tax preparation or standalone bookkeeping, payroll, or tax services.
What types of tax returns do they prepare? +
They prepare returns for S-Corporations, C-Corporations, Partnerships, and Individual tax returns.
What is the first step in working with McCall Tax & Bookkeeping? +
All new relationships begin with an advisory program to help clients find paths to solutions in their business.
Do they provide bookkeeping training? +
Yes, they set up and train clients or their staff on how to use QuickBooks.
