Mosaic Consulting & Tax, PC

Bookkeeping, Tax Preparation, and Business Consulting Services

Accounting firm in Portland, OR (show on map)

4.6

★★★★★

48 reviews

A Portland-based CPA firm offering bookkeeping, tax preparation, and business advisory services for small businesses and individuals.

Call (971) 713-2261

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About

Mosaic Consulting & Tax, PC is a locally-owned CPA firm based in Portland, Oregon, specializing in bookkeeping, tax preparation, and business consulting. The firm is led by Kevin Ohanesian, a CPA with over 35 years of experience in small business tax and financial management.

Services include monthly reconciled bookkeeping with reports by the 20th of the following month, year-round tax monitoring, business tax preparation with mid-year and year-end check-ups, business advisory for growth and budgeting, and individual tax preparation for any US state. The firm serves hundreds of small business owners and individuals, offering a client portal for remote collaboration and a team of CPAs, enrolled agents, and bookkeepers.

35+ years of CPA experience led by owner Kevin Ohanesian

Monthly financial reports delivered by the 20th of the following month, guaranteed

Year-round CPA oversight of books

One mid-year in-person planning meeting included

Online client portal for remote collaboration

Proactive tax planning to minimize taxes owed

Can prepare any state tax return in the US

Responsive team including dedicated payroll and bookkeeping staff

Services

Business Bookkeeping

Accurate, timely, and affordable monthly bookkeeping with reconciled financial reports delivered by the 20th of the following month, overseen by a CPA with 35 years of experience.

Monthly reconciled Profit and Loss statements Year-round tax monitoring CPA oversight of books One mid-year in-person planning meeting Responsive staff available anytime Seamless collaboration with tax advisors

Business Tax Preparation

Mid-year and year-end tax check-ups, proactive tax planning, business sale/purchase planning, and annual tax preparation to minimize taxes owed.

Mid-year and year-end tax check-ups Proactive tax planning to minimize taxes owed Business sale and purchase planning Strategic tax bracket management Annual tax preparation Business structure optimization

Business Advisory

Common-sense business advisory including industry analysis, budgeting, forecasting, hiring guidance, and growth strategies based on 35 years of experience.

Industry analysis specific to your business Hiring first employee guidance Employee vs. sub-contractor advice Projections and forecasts based on history Business budgeting Growth ideas and goal setting One-off business check-ups Fair and transparent fee structure

Individual Tax Preparation

Timely, consistent individual tax preparation with proactive communication, current knowledge of tax laws, and the ability to prepare any state return in the US.

Timely product with consistent communication Education on tax obligations Current on latest tax laws Can prepare any state in the US Proactive tax planning to minimize liability

Credentials & Certifications

CPA (Certified Public Accountant)

Enrolled Agent

Reviews

Rating

4.6

★★★★★

Reviews

"I highly recommend this company, no one else will ever do our tax returns;"

Frequently Asked Questions

What is bookkeeping? +

At its most basic form, bookkeeping is a numerical history of your business. It is needed by everyone who takes in and pays out money for the purposes of making a profit.

Why do I need bookkeeping? +

First, to provide a year-end accounting to the government for tax purposes (required by law). Second, to allow outside investors the ability to make decisions on funding. Third, to give the business owner the ability to monitor the health of the business and make changes to help it grow.

Does it matter who I use for bookkeeping? +

Absolutely. Poor bookkeepers can provide bad information that could be detrimental to your business. Mosaic's experience, background, work ethic, and commitment to your success set them apart.

Are CPAs too expensive for bookkeeping? +

Because Mosaic knows what they are doing, they may be the least expensive bookkeeper you ever use. Their suggestions and information will make you more money than any bookkeeper you have ever had.

What makes Mosaic Consulting & Tax different? +

Their experience, background, work ethic, commitment to your success, and timeliness. You can count on monthly financial reports by the 20th of the following month, every month.

What business advisory services do you offer? +

Industry analysis, hiring guidance, employee vs. sub-contractor advice, projections and forecasts, business budgeting, growth ideas, goal setting, accountability, and one-off business check-ups with a fair and transparent fee structure.

Can you prepare taxes for any state? +

Yes, Mosaic can prepare tax returns for any state in the United States.

What is the experience level of the team? +

Kevin Ohanesian has over 35 years of experience in small business tax and bookkeeping, having started in 1985. The team includes multiple CPAs, an enrolled agent, and experienced bookkeepers.