Winn Associates, LLC is a Portland-based practice committed to serving clients with excellence in customer service, tax, and financial services. The firm works with high net-worth individuals, closely-held businesses, partnerships, and corporations.
With decades of experience, the team is motivated to educate clients in tax savings strategies to help grow their wealth. Services include tax preparation and planning, monthly accounting, business consultation, entity selection, business owner education, and retirement planning.
Licensed in Oregon
Professional, experienced, and affordable
Decades of experience with complex tax situations
Streamlined, digital process for secure collaboration
Personalized experience maximizing deductions
Portland metropolitan area expertise
Services
Monthly Accounting
We classify and reconcile your business's transactions and expenses to keep your books correct.
We provide business tax planning to keep you on track, and when it's time, we prepare and file your tax returns.
Tax planningReturn preparationFiling compliance
Consultation
We help design strategies to help you and your business keep your hard-earned money. We can assist with entity selection, business owner education and retirement planning.
We are experts in Federal, Oregon and Portland Metro tax requirements so that you don't have to be. We offer a wide array of services for individuals and small businesses, especially clients with complex tax situations.
Federal tax expertiseOregon state taxPortland Metro taxComplex tax situationsDigital filing process
Credentials & Certifications
Licensed in Oregon
Member, American Institute of Certified Public Accountants (AICPA)
Member, Oregon Society of Certified Public Accountants (OSCPA)
Member, Beaverton Chamber of Commerce
Frequently Asked Questions
When will I receive my federal tax refund? +
The IRS should issue your refund check within six to eight weeks of filing a paper return. If you chose direct deposit, you should receive it within a week. If you use e-file, your refund should be issued between two and three weeks.
What is the 2026 Social Security tax rate for employers? +
The 2026 Social Security tax rate for employers is 6.2%.
What is the 2026 Social Security tax rate for employees? +
The 2026 Social Security tax rate for employees is 6.2%.
What is the 2026 Social Security tax rate for self-employed individuals? +
The 2026 Social Security tax rate for self-employed individuals is 12.4%.
What is the maximum earnings subject to Social Security tax in 2026? +
The maximum earnings subject to Social Security tax in 2026 is $184,500.
What is the 2026 Medicare tax rate for employers? +
The 2026 Medicare tax rate for employers is 1.45%.
What is the 2026 Medicare tax rate for employees? +
The 2026 Medicare tax rate for employees is 1.45%.
What is the 2026 Medicare tax rate for self-employed individuals? +
The 2026 Medicare tax rate for self-employed individuals is 2.9%.
