Neumann Curtis CPAs

Support you Deserve

Accounting firm in Portland, OR (show on map)

4.9

★★★★★

11 reviews

A Portland-based CPA firm specializing in tax preparation, tax planning, and small business accounting services.

Call (503) 200-2507

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About

Neumann Curtis CPAs is a mid-market public accounting firm based in Portland, OR, founded by Robert Curtis CPA and joined by Erik Neumann CPA. The firm specializes in tax preparation for individuals, partnerships, S-corps, and corporations, as well as tax planning, small business accounting, new business formation, strategic business planning, and part-time CFO services.

They serve a diverse client base including agricultural businesses, auto dealers, construction companies, restaurants, real estate professionals, and more.

Blending personal service with expertise

Specialization in tax and advisory services for business owners and professionals

30+ years of combined experience

Members of AICPA and Oregon Society of CPAs

Free initial consultation

Proactive tax planning approach

Creative solutions within complex tax laws

Services

Tax Preparation

Professional tax return preparation for individuals, partnerships, S-corps, and corporations, including electronic filing and tax-saving strategy development.

Individual tax returns Partnership tax returns S-Corp tax returns Corporate tax returns Electronic filing Tax-saving strategy development Bookkeeping preparation assistance

Tax Planning

Proactive tax planning services to legally reduce tax liability throughout the year, not just at tax time.

Year-round tax strategy Income splitting strategies Income/expense shifting Tax-deferred investment planning Tax-exempt investment identification Estate tax reduction Gift tax reduction Retirement distribution planning

Small Business Accounting

Comprehensive bookkeeping and accounting services for small businesses, including bank reconciliation, financial statements, and consultations.

Bank reconciliation Income statement generation Balance sheet generation General ledger cleanup Consultations Payroll services Cash flow management

New Business Formation

Guidance and assistance for starting a new business, from business planning to legal structure selection and compliance.

Business plan preparation Start-up capital analysis Business structure selection Accounting software selection Cash flow budgeting Billing and collection procedures Payroll setup Federal EIN application State and local permits

Tax Problems Resolution

Assistance resolving IRS and local tax problems, including back taxes, penalties, and collection issues.

IRS problem resolution Penalty abatement Payment plan negotiation Discreet and efficient service

Credentials & Certifications

American Institute of Certified Public Accountants (AICPA)

Oregon Society of Certified Public Accountants

Reviews

Rating

4.9

★★★★★

Reviews

"Robert is top notch with knowledge and fast response."

Frequently Asked Questions

Do I need a professional tax preparer? +

According to a study by the US Government's General Accounting Office, 77% of 71 million taxpayers believe they benefited from using a professional tax preparer. Tax laws are complicated and even simple returns can be confusing.

What types of tax returns do you prepare? +

Neumann Curtis CPAs specializes in preparing Individual, Partnership, S-Corporation, and Corporate tax returns, as well as payroll tax returns.

What is included in your Small Business Accounting service? +

The service includes monthly or quarterly bank reconciliation, income statement generation, balance sheet generation, general ledger cleanup, and consultations. Payroll, tax planning, and tax preparation can be added as needed.

How can tax planning help me reduce my tax liability? +

Tax planning involves proactive strategies such as splitting income among family members, shifting income or expenses between years, deferring tax liabilities through pension plans, using tax-exempt investments, and finding deductions through structured spending.

What should I consider when starting a new business? +

Key considerations include preparing a business plan, determining start-up capital needs, selecting the right business structure, choosing accounting software, preparing cash flow budgets, establishing billing procedures, and ensuring compliance with employment laws.

What industries do you serve? +

The firm serves a wide range of industries including agriculture, assisted living, auto dealerships, banking, construction, crypto currency, e-commerce, healthcare (medical/dental), hospitality (restaurants/bars), real estate, manufacturing, professional athletes, and more.

How do you help resolve IRS problems? +

The firm provides efficient, affordable, and discreet assistance for IRS problems including back taxes, penalties, and collection issues. They emphasize that IRS problems will not resolve themselves and will only worsen with time.

What credentials do the partners hold? +

Both Robert Curtis and Erik Neumann are members in good standing with the American Institute of Certified Public Accountants (AICPA) and the Oregon Society of Certified Public Accountants.