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* (971) 246-8525
* 3800 SW Cedar Hills Blvd. Suite 200A.
* hello@cpagardens.com
* Portal

* Services
* Team
* Articles
* Contact

IMPROVE YOUR BOTTOM LINE THROUGH BETTER TAX PLANNING AND FINANCIAL ANALYSIS

"As a client of JS Associates you'll have your own on-call CPA. Feel free to
call or email me with 5-10 minute questions throughout the year free of charge."
- Jim Samplename, President

Get in Touch

* Tax Prep & Planning
* Tax Problems
* Small Business Accounting
* Virtual CFO
* QuickBooks
* Advisory Services

TAX PREP & PLANNING

While a computer software program may help find deductions, there’s no
substitute for the quality of service and advice you’ll receive from an
experienced tax professional.

Here are a few of the benefits you’ll reap when using our service:

* We’ll prepare all of the appropriate forms and record all figures and
calculations accurately.

* We’ll make sure that you receive all of the deductions and credits to which
you are entitled.

* We’ll file your return electronically to speed delivery of refunds.

* We’ll work with you to adjust your payroll withholding to make sure you send
the right amount to each tax authority – no more, no less.

* We’ll show you how to adjust your finances to take advantage of tax benefits
on future returns.

Are you a sole proprietor? Have you been so focused on your business that you
haven’t paid close attention to your books? No worries! We'll tidy things up and
prepare your Schedule C as part of your personal income tax return. Then we'll
help you set up an easy system to keep your books current going forward.

STRATEGIES

* Splitting income among several family members or legal entities to take
advantage of lower income tax brackets

* Shifting income or expenses from one year to another when it can yield a
lower tax rate

* Deferring or eliminating tax liability through use of tax-advantaged
investment vehicles

* Tracking all expenses eligible for itemized deduction

* Taking advantage of tax credits

* Adjustment of payroll withholding

TAX PROBLEMS

Even if you have not been targeted for an IRS Audit, you may be aware of
problems that will catch up with you eventually. Common examples include:

* Missed tax filings for one or more years

* Insufficient funds to pay the tax liability when due

* Failure to remit payroll taxes

We’ll work with you to review your prior tax years and make sure that all of
your tax filings have been submitted accurately. If you don’t know what’s
included in your tax record, we’ll help you get copies from the tax authorities
without raising any "red flags." We'll assess your tax liability and the
associated interest and penalties. Then, we’ll work with you on an approach to
negotiation.

It is far better to face your problems than to wait for them to land on your
doorstep. We’re here to help in any way we can.

RESOLUTION STRATEGIES

* Settle your tax debt for less than the full amount owed if the tax authority
deems your offer to be the most they might collect within a reasonable time
period.

* Payment Plan to resolve debt. This approach protects you from asset seizure
to settle your obligations. It may be possible to secure relief on penalties
and/or compound interest.

* The IRS provides Innocent Spouse Relief when for an aggrieved party when his
or her spouse or former spouse failed to report income, reported income
improperly, or claimed improper deductions or credit.

* If circumstances do not lend themselves to a negotiated settlement, then it
may be necessary to seek protection through a Bankruptcy filing.

SMALL BUSINESS ACCOUNTING

Businesses of all shapes and sizes depend on accurate, insightful financial
information to manage their day-to-day operations, capitalize on opportunities,
and sustain profitability. We lend our expert support to meet your accounting
needs so that you can focus your time and energy on building a strong business.

BOOKKEEPING

We’ll create and maintain a chart of accounts to capture all of your financial
transactions, provide the right information to manage your business, and prepare
federal, state, and local tax returns. Through periodic internal audits, we’ll
identify and resolve discrepancies (e.g., double billings, unrecorded payments)
to ensure that you have a complete and accurate picture of your financial
position.

BANK RECONCILIATION

While a clean set of books is a key objective for every accountant, it’s also
important to match the accounting records with the monthly bank statements. Our
bank reconciliation services ensure that every deposit and withdrawal aligns
with entries into your accounting records. This assessment enables us to
identify lost deposits, lost checks, unauthorized transactions, and
inappropriate bank fees. It triggers investigation into any fraudulent activity
(identity theft, forgery, embezzlement, etc.), and expedites restitution. And it
gives you a clearer picture of your cash position for addressing planned outlays
and investments.

FINANCIAL STATEMENT PREP

We can prepare a complete set of financial statements to help you assess the
health of your business. This package includes:

* A Balance Sheet that gives you a snapshot of your overall financial condition
at month, quarter, and/or year end

* An Income Statement (a.k.a. Profit and Loss Statement) that summarizes
revenues, expenses, and net profits so you can assess the operating
performance of your business

* A Comparison of Actual Performance to Budget so you can identify trouble
spots in your revenue stream or spending patterns

* A Cash Flow Statement that shows how changes in your Balance Sheet and Income
Statement affect your available cash

* Estimated tax liabilities

Our analysis of your financial statements helps you frame strategic initiatives
(e.g., business expansion, acquisition) as well as tactical plans (e.g.,
accounts receivable and accounts payable management). Professionally prepared
financial statements are also an essential resource when dealing with creditors
(e.g., vendors, banks) and investors.

INDIVIDUAL CONSULTATION

When you use our professional accounting services, you get more than a
collection of records and reports. You get the benefit of our skills,
experience, and expertise. We’re happy to invest the time to make sure that you
understand and utilize all of the information we provide. Call us whenever you
have a question or concern.

PAYROLL

Managing the employee payroll is not a simple matter of calculating the amounts
due, writing checks, and handing them out. There’s a host of government
reporting and recording keeping requirements that comes with the job. And there
are adverse consequences if you get it wrong.

There are 5 good reasons for outsourcing this function:

* You’ll save money by letting the experts attend to the task efficiency and
accurately.

* You’ll avoid penalties associated with payroll tax calculation errors or
missed filing deadlines.

* We’ll handle employee questions and concerns, and research any issues they
uncover.

* You’ll receive comprehensive reporting to help manage your business and
attend to any special requirements.

* You’ll gain valuable time to focus on running your business.

We offer three payroll service options to meet the needs of different business
owners and non-profit clients. All three services include:

* Vacation, sick, and personal day accruals and tracking

* IRS and State tax reporting plus Electronic Federal Tax Payment System
(EFTPS) deposits

* Monthly, quarterly, and annual payroll tax reports

* New hire file creation and reporting

* W-2, W-3, and 1099 preparation

The service option you choose defines how payments are processed:

* Comprehensive Payroll Processing Service:We manage the secure check
processing and direct deposits

* After-the-Fact Payroll Service: You process all of the payments, and we post
your payroll records and information into our data system and handle all of
the other payroll functions.

* Online Payroll Processing: We provide access to our payroll system to enable
you to enter employee hours and earnings. You print the payroll checks on
your printer, and we process the direct deposits.

We can also provide ad hoc services, such as:

* Worker's Compensation Audits

* Unemployment Claims

* Social Security Audits

* Child Support Audits

* Federal and State registration

VIRTUAL CFO

As your business prospers, a part-time Chief Financial Officer can help you
develop financial plans to support business strategy, provide oversight of your
accounting and administrative functions, and establish safeguards to mitigate
risk. Our seasoned professionals fulfill your needs at a fraction of the cost of
a full-time employee.

BUSINESS PLANNING

Your Virtual CFO translates your business strategy and operating plans into
detailed financial forecasts (Balance Sheets, Income Statements, Cash Flow
Statements, Department Budgets) by month over the planning horizon. These
forecasts expose capital, staffing, facilities, and equipment requirements for
which actions plans must be developed. They also contemplate tax strategies to
minimize liabilities while making provisions for quarterly payments. Once plans
are set, your Virtual CFO helps you establish performance benchmarks and
provides the means to track progress (actuals vs. forecast). Expert counsel
helps you minimize the impact of variances as well as initiate corrective
action. Moreover, profitability analysis by service or product line can suggest
opportunities to refocus sales effort or highlight the need to improve margins
through repricing and/or cost containment.

FINANCIAL MANAGEMENT

Your Virtual CFO has the ability to provide oversight of all aspects of your
company’s financial affairs. This includes:

* Establishing strong internal controls to ensure accurate transaction
processing while minimizing exposure to fraud and theft

* Training and managing the accounting and payroll staff – whether in-house,
through our firm, or via a third party service

* Providing financial reports and performance benchmarks within 15 days of
month end closing

* Identifying sources to meet capital and operating requirements and taking the
lead to negotiate favorable terms

* Building a cash reserve appropriate to your business model, anticipated
growth, and market outlook

* Maximizing the return on invested funds by identifying appropriate investment
opportunities and managing relationships within the investment community

* Reviewing and approve all tax filings with federal, state, and local agencies
as well as any required Securities and Exchange Commission filings

RISK MANAGEMENT

Your Virtual CFO can be responsible for understanding and mitigating key
elements of your company’s risk profile. In addition to developing internal
controls, this function includes, but is not limited to:

* Ensuring the company complies with all legal and regulatory requirements
* Establishing recordkeeping policies and procedures that meet the requirements
of financial institutions, auditors, and government agencies
* Maintaining appropriate insurance coverage
* Monitoring open legal issues affecting the company
* Managing relations with external auditors and investigating their findings
and recommendations

QUICKBOOKS

SET-UP & CONVERSION

Although QuickBooks is very easy to use, it takes a bit of expertise and
foresight to design the system for maximum benefit and effective control.
Moreover, a new system set-up or conversion presents the opportunity to address
long-standing gaps, inefficiencies, and annoyances. You don’t do it often, so
you might as well do it right!

Although we tailor each engagement to each client’s needs, here is a list of
QuickBooks Set-Up services that we offer:

* Enter transactions since the start date using tools to import multiple
transaction types and large quantities of data

* Assess accounting and reporting requirements

* Establish hardware and software specifications

* Install the accounting software

* Design and implement the chart of accounts, loading balances as of the start
date

* Record outstanding accounts receivables and payables

* Enter ending statement bank balances and outstanding checks, deposits

* Compare trial balances from the old and new systems to ensure that all data
was transferred correctly

TUNE-UP & TRAINING

A QuickBooks Tune-Up is a great way to prepare for tax time, an important
meeting, or a periodic review of your business strategy. In a few short hours,
your QuickBooks professional can review transactions, clean up stray entries,
balance the general ledger to subsidiary ledgers, and adjust the chart of
accounts to reflect changes in your business model. A Tune-Up can help you make
better decisions, minimize the ill-effects of undetected errors, and keep money
flowing in the right direction,

Whether you’ve engaged us to help with your implementation or you simply need a
refresher course on the system, we can provide training on using QuickBooks to
manage your business. We conduct sessions at your location and adapt the course
content to your set-up and business issues.[No need to spend time on
capabilities that you won’t use!] We’ll spend as much or as little time as you
need on each topic, and respond to any questions and concerns.

ADVISORY SERVICES

We offer value added services that help you structure and manage your business
to its best advantage. We help new businesses get off the ground and provide
objective assessments of existing ones. We help you establish policies and
procedures to protect vital assets and perform audits to ensure the integrity of
your records. You reap the benefit of increased efficiency, control, and
insight.

BUSINESS VALUATION

We provide objective assessments of business interests by helping you identify
and analyze the relevant factors that drive value. We examine:

* The strength and stability of the customer base and the associated revenue
stream

* Prospects for growth given the available market and competitive positioning

* The overall financial health of the business

* Valuations for comparable entities

The results inform your decision making as you buy or sell business interests,
forge partnerships, negotiate with third parties for debt or equity financing,
navigate martial separation, or settle estates. Our professionals can serve as
advisors during due diligence and provide expert testimony in legal proceedings.

NEW BUSINESS FORMATION

Are you thinking of joining the ranks of small business owners? Along with a
great idea and strong sense of the market you’ll serve, you’ll need a business
and financial advisor who can help your dream take flight while keeping your
feet firmly planted on the ground.

We can help you:

* Develop or refine your business plan with the associated pro forma financial
statements (Balance Sheet, Income Statement, Cash Flow) and budget

* Select a business structure that suits your needs by considering tax
advantages, legal exposure, ease of operation, and portability

* Develop partnership agreements, as needed, to avoid financial and/or
emotional trauma downstream

* Prepare and file all required state and local licenses and permits.

* Make application for your Federal Employer Identification Number.

* Identify start-up capital needs and available resources to address them

* Examine your borrowing power and provide coaching on how to cultivate a
mutually beneficial banking relationship

* Identify your business insurance needs

* Select the right accounting software and establish the appropriate chart of
accounts

* Establish billing and collection procedures to maximize your cash flow

* Establish procedures to monitor and control costs

* Provide payroll and payroll tax filing when and if you hire employees

We’re eager to get your business off to a good start.

INTERNAL CONTROLS

We help you establish appropriate internal controls to ensure proper handling of
resources and guard against employee theft. Some best practices include:

* Segregating duties across multiple individuals to minimize exposure to error
and inappropriate behavior

* Establishing lines of authority and the associated processes for transaction
approval

* Assigning responsibility for periodic review and reconciliation of financial
records by someone who was not involved in executing transactions or
preparing statements

* Scheduling periodic manual counts of equipment, inventory, and other tangible
property to ensure alignment with the accounting records

* Documenting policies and procedures as guideposts for your employees’
day-to-day activities

* Training employees on their respective job duties and establishing
appropriate levels of ongoing supervision

* Reviewing operations to ascertain whether results are consistent with
established goals, objectives, and protocols

AUDITS, REVIEWS, AND COMPILATIONS

We offer three levels of assessment of your financial statements based on your
company’s needs:

* An audit is the highest level of assurance that we can provide. It entails a
systematic examination of the financial statements, internal controls, and
selected transactions for purposes of expressing a professional opinion on
the fairness of the information provided.

* A review is a more limited investigation to provide some level of assurance
that material modifications to the financial statements need not be applied.
Testing primarily consists of high level examination, year-over-year
comparison, inquiry, and analysis. It does not examine back-up data to
substantiate the financial data. A review may suffice for selected outside
interests.

* A compilation presents client-supplied data in financial statement format. No
assurance is provided by the accountant as no testing, inquiry, or analytical
procedures are performed. This service typically serves an internal audience.

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MEET THE TEAM

Our relationships with clients extend beyond financial recordkeeping and
reporting. We understand the dynamics that affect their personal and
professional lives. We listen to their goals and dreams. We work collaboratively
to develop plans that transform ambitions into reality.

UNKNOWN_USER-BW.PNG

JIM SAMPLENAME

CPA, President

Jim is the Principal and Founder of the firm. He has served a host of
individuals and small business owners in his 30+ years as a practicing Certified
Public Accountant. John holds a Bachelor of Science in Accounting and Master of
Business Administration from Oregon State University. He is an active member of
the Oregon Society of Certified Public Accountants.

jim@jsassociates.com

--------------------------------------------------------------------------------

JIM SAMPLENAME

CPA, President

jim@jsassociates.com

UNKNOWN_USER-BW.PNG

--------------------------------------------------------------------------------

UNKNOWN_USER-BW.PNG

JIM SAMPLENAME

CPA, President

jim@jsassociates.com

--------------------------------------------------------------------------------

INDUSTRIES SERVED

Associations • Attorneys • Consultants • Contractors • Dealerships • Dentists •
eCommerce • Landlords • Physicians • Retail Stores • Restaurants • Schools •
Social Service Agencies

* John Doe is competent, approachable, efficient, and delightfully personable.
He always makes time to address my questions in a very timely manner.

-- Ringo Starr

* Amanda Test patiently and fully answered all of our questions, and had a some
specific recommendations for us that would increase our tax refund for next
year. She is professional, friendly, and keeps everything simple.

-- Marty McFly

* Jim Samplename was an absolute pleasure to work with: professional,
courteous, and friendly.

* John Doe is competent, approachable, efficient, and delightfully personable.
He always makes time to address my questions in a very timely manner.

-- Ringo Starr

-- Marty McFly

* Jim Samplename was an absolute pleasure to work with: professional,
courteous, and friendly.

* John Doe is competent, approachable, efficient, and delightfully personable.
He always makes time to address my questions in a very timely manner.

-- Ringo Starr

LET'S START TALKING

Let's discuss your situation so that we may understand your objectives and
determine whether we have the ability to provide service and value. First
consultation is free.

(971) 246-8525

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Send Message

JS ASSOCIATES LLC

(971) 246-8525
hello@cpagardens.com
3800 SW Cedar Hills Blvd., Beaverton, OR 97005

JS Associates LLC builds strategies, systems, and structures to help clients
maintain accurate records, meet current financial obligations, comply with tax
reporting requirements, plan for the future, and maximize wealth accumulation.
JS Associates LLC is located in Beaverton, OR.

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