Wicker Leisy Tax & Accounting

Accountant in Portland, OR (show on map)

4.0

★★★★☆

4 reviews

Tax preparation, planning, and advisory services for individuals and businesses.

Call (971) 254-8318

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About

Wicker Tax & Advisory LLC, owned by Barbie Wicker CPA, offers tax preparation and planning services for both individual and business clients. Services include business tax organization combining personal and business returns, quarterly estimated tax planning, Corporate Activity Tax (CAT) guidance for Oregon businesses, 1099-NEC/MISC filing assistance, tax notice correspondence support, and access to a Learning Center with resources on tax topics.

The firm operates on a fee-based model where pricing depends on the complexity and resources required for each client's tax situation.

Combined business and individual tax preparation for optimal strategizing

Tax planning services beginning late May/early June

Learning Center with tax resources and guides

Professional CPA-owned firm with personalized service

Services

Business Tax Preparation

Preparation of business tax returns including corporations, LLCs, partnerships, and sole proprietorships.

Combined business and individual tax preparation Optimal strategizing opportunities Efficient processing

Individual Tax Preparation

Preparation of individual tax returns.

Personalized tax return preparation Coordination with business tax returns when applicable

Tax Planning

Annual tax planning to ensure appropriate quarterly estimated tax payments or withholding.

Quarterly estimated tax payment planning Year-end tax withholding optimization Engagement-based service

Corporate Activity Tax (CAT) Guidance

Guidance on Oregon's Corporate Activity Tax for businesses with revenue exceeding $1,000,000.

Registration threshold guidance ($750,000) Compliance assistance Oregon business tax expertise

1099-NEC and 1099-MISC Filing Assistance

Guidance on federal and state requirements for issuing Form 1099-NEC and 1099-MISC.

Filing requirement guidance Deadline compliance (January 31st) Penalty avoidance information

Tax Notice & Correspondence Support

Professional assistance in resolving tax notices and correspondence from federal and state governments.

Complete notice review Efficient resolution process Professional representation

Credentials & Certifications

CPA License

Reviews

Rating

★★★★☆

Reviews

Frequently Asked Questions

Do you combine business and individual tax preparation? +

Yes, it is advantageous and recommended to prepare business tax returns with personal tax returns together for optimal strategizing opportunities and increased efficiency.

When does tax planning begin each year? +

Tax planning begins in late May/early June each year to ensure appropriate quarterly estimated tax payments are made or appropriate taxes are withheld by year end.

What is the deadline to request tax planning engagement? +

You must request a tax planning engagement no later than November 1st each year.

How is pricing determined for tax preparation services? +

Pricing depends on professional and administrative resources used, professional resources for your particular tax situation and complexities, and technical resources to ensure compliance with tax laws. Fees increase year over year to keep pace with operations.

What causes tax preparation costs to increase? +

Common causes include needing additional services beyond the original scope, requesting the same information more than once, receiving information in pieces, incomplete tax organizers, prolonging the project by not responding to inquiries, and inefficient communication.

What happens if information is missing from my tax return? +

Missing information including incomplete, partial, or incorrect information, piece-mailing information, and inconsistent documentation can substantially increase professional resources needed and has direct financial and possibly legal consequences.

Does Oregon's Corporate Activity Tax (CAT) apply only to corporations? +

No, the CAT applies to all businesses including Corporations, LLCs, Partnerships, and Sole Proprietorships/Single Member LLCs when Oregon business revenue exceeds $1,000,000 for the year.

When must businesses register for the Corporate Activity Tax? +

Businesses must register for the CAT within 30 days of meeting the $750,000 registration threshold.