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RF Associates

Certified public accountant in Portland, OR (show on map)
Google 4.4
★★★★☆
7 reviews

A boutique CPA firm in Portland Metro delivering personalized tax, accounting, and consulting services.

Call (503) 244-7016
Navigate to Visit website
RF Associates website

About

RF Associates llc is a local CPA firm that prides itself on delivering the highest-level of service in the Portland Metro area. Founded as a boutique firm in 2007, the firm offers the personal experience of a small company with highly knowledgeable and dedicated staff.

RF Associates separates itself from other CPA firms by proactively implementing appropriate tax planning opportunities to reduce client tax liability, not just completing annual tax returns. The firm provides tax preparation, tax planning, consulting, bookkeeping & accounting, and IRS representation services, and utilizes SmartVault for secure digital document storage and client collaboration.

Proactive tax planning to reduce tax liability
Personalized, small-firm experience with highly knowledgeable staff
Responsive and accessible team
SmartVault secure digital client portal for 24/7 document access
Online payment via secure Stax portal

Services

Tax Preparation

Preparation of individual and business tax returns including income tax, estate and gift tax, sales and use tax, and property tax.

Income tax Estate and gift tax Sales and use tax Property tax

Tax Planning

Proactive tax planning to reduce tax liability through monthly, quarterly, or annual planning and transaction planning.

Monthly, quarterly or annual tax planning Transaction planning

Consulting

Business consulting services including merger and acquisition consulting, general business consulting, and business acquisition and sales.

Merger and acquisition consulting General business consulting Business acquisition and sales

Bookkeeping & Accounting

Comprehensive bookkeeping and accounting services including QuickBooks setup, year-end cleanup, monthly bookkeeping, budgets, cash-flow planning, and accounting system review.

Quickbooks setup Quickbooks professional consulting Year-end cleanup Monthly bookkeeping services Budgets and cash-flow planning Review and evaluation of accounting systems

IRS Representation

Representation and support for clients dealing with IRS notices and correspondence, including personal representation on behalf of the client.

Write-up response to IRS notices Personal representation on behalf of client

Credentials & Certifications

Certified Public Accountant (CPA)

Reviews

Google
Rating
4.4
★★★★☆
Reviews
7
"high recommend to anyone!"

Frequently Asked Questions

What services does RF Associates offer? +

RF Associates offers tax preparation (income tax, estate and gift tax, sales and use tax, property tax), tax planning (monthly, quarterly, or annual planning and transaction planning), consulting (merger and acquisition, general business, business acquisition and sales), bookkeeping & accounting (QuickBooks setup, year-end cleanup, monthly bookkeeping, budgets and cash-flow planning, accounting system review), and IRS representation (response to IRS notices and personal representation).

Where is RF Associates located? +

RF Associates is located at 15350 SW Sequoia Pkwy, Suite 280, Portland, OR 97224.

How do I access the SmartVault client portal? +

If RF Associates has your email on file, you will receive an invitation to activate your SmartVault account. Go to https://rfacpas.smartvault.com and click 'Reset Password' under the Sign In button, enter your email, and follow the activation instructions. If you do not have your email on file, contact Karli Winike to request a registration link.

How can I pay my invoice online? +

RF Associates accepts online payments through the secure Stax portal. All major debit/credit cards and bank accounts are accepted. You will need to provide your name or entity name, invoice number, and indicate whether the payment is for a Personal or Business return.

When was RF Associates founded? +

RF Associates was founded in 2007 as a boutique CPA firm.

What makes RF Associates different from other CPA firms? +

RF Associates separates itself by proactively implementing appropriate tax planning opportunities to reduce client tax liability, rather than just completing annual tax returns. The firm emphasizes understanding each client's unique needs and providing personalized, responsive attention.

What IRS phone numbers can I use for tax-related inquiries? +

Individual Tax Returns: 1-800-829-1040; Business Tax Returns: 1-800-829-4933; Estate & Gift Tax Returns: 1-800-699-4083.

How do I check the status of my IRS or Oregon tax refund? +

You can check your IRS refund status by clicking the link on the Resources page (you will need your Social Security number, filing status, and exact refund amount). For Oregon refunds, click the Oregon refund status link on the Resources page.

Contact RF Associates

RF Associates
Website
rfacpas.com
Category
Certified public accountant
Wheelchair Accessible
Call (503) 244-7016

Opening Hours

Monday
08:00–17:00
Tuesday
08:00–17:00
Wednesday
08:00–17:00
Thursday
08:00–17:00
Friday
08:00–17:00

Location

Location of RF Associates, 15350 SW Sequoia Pkwy Suite 280, Portland, OR 97224 · View on Google Maps

Screenshot Gallery

Get in Touch

Ready to work with RF Associates?

Reach out today to schedule a consultation.

(503) 244-7016

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