Spitaleri / Handlin Bookkeeping & Tax Service, Inc.

Accountant in Portland, OR (show on map)

3.5

★★★★☆

11 reviews

Bookkeeping and tax preparation service serving individuals, businesses, and nonprofits in Portland, OR.

Call (503) 761-9267

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About

Spitaleri/Handlin Bookkeeping and Tax Service, Inc. provides comprehensive tax and financial services including tax preparation for individuals and businesses, tax services for nonprofits, tax and business planning, full service bookkeeping, payroll services, and tax seminars. Led by Lynn Spitaleri Handlin, an Enrolled Agent and Licensed Tax Consultant with over 30 years of experience.

The firm serves clients year-round by appointment with flexible hours including evenings and weekends.

Over 30 years of experience in tax preparation and planning

Fee-only financial planning with no product sales ensuring objectivity

Flexible hours including evenings and weekends

Year-round availability by appointment

Multiple contact options including phone, fax, mail, and email

Member of National Association of Enrolled Agents (NAEA) and Oregon Association of Tax Consultants (OATC)

Competitive pricing with upfront estimates

Remote service options for those with transportation difficulties

Services

Tax Preparation for Individuals

Preparation of individual tax returns including complex returns, simple returns, prior year returns, out of state returns, estimated taxes, capital gains, and amended returns.

Complex returns Simple returns Prior year returns Out of state returns Estimated taxes Capital gains with cost basis calculations Amended returns Audit representation IRS and State Tax Authority problem resolution

Tax Preparation for Businesses

Business tax return preparation for sole proprietors, corporations, S corporations, LLCs, and partnerships including local and out of state returns.

Sole proprietor returns Corporate returns S Corporation returns LLC returns Partnership returns Local tax returns Out of state returns Turn receipts into prepared returns

Tax Services for Nonprofits

Specialized tax services for nonprofit organizations including IRS Form 990/990EZ, Oregon CT-12, local tax reporting, and IRS problem resolution.

IRS Form 990 and 990EZ Oregon CT-12 Local tax reporting IRS problem resolution Help with initial 501c-3 application (Form 1023) Related accounting needs

Tax and Business Planning

Fee-only financial planning services including tax planning, business entity selection, retirement planning, and IRA consultation.

Fee-only basis, no product sales New tax law ramifications Minimize or postpone taxes Contribution timing Income splitting strategies Business entity selection Retirement plan selection IRA consultation (Roth, SEP, education IRAs, penalty exceptions, RMDs)

Full Service Bookkeeping

Comprehensive bookkeeping services including financial statement preparation, bank reconciliations, custom reports, and consultation to organize record keeping.

Monthly, quarterly, or annual financial statements Compiling data from prior years Consultation to set up and organize record keeping Turn receipts into prepared financial statements Bank reconciliations Custom reports Prepare statements for business loans Prepare 1099 forms

Payroll Services

Complete payroll services including pay stub calculations, monthly deposits, quarterly reports, W-2 preparation, and workers compensation payroll reports.

Pay stub calculations Monthly payroll deposits Quarterly federal and state reports W-2 and year-end form preparation Workers Compensation payroll reports Washington sales tax

Credentials & Certifications

Enrolled Agent

Licensed Tax Consultant

Member: National Association of Enrolled Agents (NAEA)

Member: Oregon Association of Tax Consultants (OATC)

Reviews

Rating

3.5

★★★★☆

Reviews

"Attention to the customer needs and detail focused."

Frequently Asked Questions

What types of individual tax returns do you prepare? +

We prepare simple returns, complex returns, prior year returns, out of state returns, estimated taxes, capital gains (including cost basis calculations), and amended returns.

What business entities do you handle? +

We prepare returns for sole proprietors, corporations, S corporations, limited liability companies (LLCs), and partnerships.

Do you provide services for nonprofit organizations? +

Yes, we provide tax services for nonprofits including IRS Form 990 and 990EZ, Oregon CT-12, local tax reporting, and IRS problem resolution.

What financial planning services do you offer? +

We provide fee-only financial planning services including new tax law ramifications, tax minimization strategies, contribution timing, income splitting, business entity selection, retirement plan selection, and IRA consultation.

What bookkeeping services are available? +

We offer monthly, quarterly, or annual financial statements, bank reconciliations, custom reports, record keeping consultation, and preparation of statements for business loans.

What payroll services do you provide? +

We provide pay stub calculations, monthly payroll deposits, quarterly federal and state reports, W-2 preparation, workers compensation payroll reports, and Washington sales tax services.

What are your office hours during tax season? +

During tax season, we are open Monday, Tuesday, Thursday, Friday, and Saturday from 10:00am to 5:00pm. We are available by phone on Wednesday and by appointment at other times.

Do you offer flexible appointment options? +

Yes, we are available year-round most days by appointment with flexible hours including evening and weekend appointments. We also offer remote options via phone, fax, mail, and email.