TAX PLANNING AND PREPARATION
I specialize in providing tax services to self-employed individuals and small businesses in a diverse set of industries. Medical practice, food service, creative design, auto repair, real estate sales, professional service, and merchandising to name several. As an owner/practitioner, I provide a very high level of service and attention to my clients tax matters.
I provide planning and preparation services to non-business individuals who have complicated or non-standard tax situations that require more research or attention than can be found at the retail tax franchises. I also offer representation services for IRS exam and collection matters. See the services pane below for more information on how I can help you.
I personally prepare more than 270 tax returns a year. I am a hands-on professional and work directly with each of my clients on their tax matters. My service level is well above industry norms and I think you will be impressed. Please get in touch if you think I can be of assistance.
TESTIMONIALS
I strongly recommend William as a return preparer and advisor. It is my pleasure to send him my clients that need immediate service in preparing their delinquent returns. His work is professional; his returns are accurate, and neatly prepared.”
BULLETINS AND UPDATES
Schedule C Organizer
New Client Organizer
Privacy Statement
Client letters and tax office updates are archived here for your convenience. Please contact me if you have questions on the topics in these bulletins.
William has exceeded expectations in providing my business with excellent value for the cost of services. He has removed the burden and anxieties of the accounting aspect of my business. I sincerely appreciate his services and hope for his continued success.”
William Price, EA LTC
I am an Enrolled Agent who is a federally authorized tax practitioner with technical expertise in the field of taxation and empowered by the US Department of the Treasury to represent taxpayers before all administrative levels of the IRS for audits, collections, and appeals. I am also licensed as a Tax Consultant with the Oregon Board of Tax Practitioners.
I have thirteen years of small business accounting experience and I earned my Enrolled Agents license in 2006. Over the past 10 years I have wholly owned or held interests in companies operating in franchising, automotive repair, food service, software development, and professional service. My business experience enables me to provide insightful business advisory services to my clients.
A TRUSTED ADVISOR
- Personal Service
- Planning Expertise
- Committed Proprietor
- Small Business Advocate
- Superlative Results
- Digital Security
- Advanced Encryption
- Industry Leading Technology
- Paperless Office
Will Price’s wide range of services and knowledge in tax accounting have been an invaluable asset to my business. I highly recommend his tax and advisory services to anyone seeking a reliable and trustworthy business advocate.”
CLIENT BENEFITS
Tax Office Open All Year
Annual One Hour Meeting
Digital Client Portal
Phone Calls Answered By a Pro
Direct Anwsers to Your Tax Questions
Quiet, Comfortable, Private Office
Green Tea in Office to Make Tax Meeting Better
Online Appointment Scheduling
Credit Cards Accepted, Checks Too
I have worked with many tax professionals over the years and I have found Will Price to be one of the best. He has been very accessible and easy to work with.. I would highly recommend him to anyone.”
TAX PLANNING, PREPARATION, AND REPRESENTATION
Tax Planning
Tax planning is critical to self-employed and small business taxpayers. It is the first step to ensuring you are paying the lowest amount of tax that is legally possible. There are many ways to structure a business venture to produce both liability protection and to lower the overall tax rates on the enterprise. There are many more ways in which to end up in a structure that is not optimized for your business goals or taxation.
My planning service is developed out of consultations with you about your business, your prior returns, and projections. Entity choice, accounting method, financing structure, benefit plans are all looked at from a tax optimization perspective. The plan we create is reviewed against your actual results going forward and adjustments are suggested as they become necessary.
Tax Compliance and Preparation
The core of my business is compliance and preparation services. I offer these services year-round and at competitive rates. My tax prep clients enjoy a one-hour meeting with me annually and phone consultations all year, included in the prep fee. E-file is of course free and encouraged. For new clients, prior year returns are also analyzed at no additional fee. The forms that I prepare are listed here:
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Collection Representation
If you have unresolved tax liabilities with state or federal agencies I can help. I can be your representative with the agencies, appearing before them in your place and handling communication with them. I can get them off of your back and organize an efficient resolution to your problem.
If you are delinquent on returns I can prepare them for you. I have extensive experience with preparing delinquent returns with the IRS and Oregon Department of Revenue. Once you are in compliance with your filing responsibilities I can negotiate a payment plan with the agencies, qualify you as a non-collectable account, or qualify you as an Offer-in-Compromise candidate.
Working with the collection division of the IRS is not something that you should take on alone.
SECURITY
Security
The security of your personal information is very important to me. I do not store insecure paper files with your personal information in my office for longer than is necessary to perform my work. Client records and source documents are scanned and archived onto encrypted hard drives at the completion of the return preparation process. Off-site data archives are updated nightly and stored in multiple secure data centers.
Data Retention
As an added service to my clients I store most, but not all, source documents used in preparing your tax returns for three years. At the conclusion of that time period the digital records are destroyed and removed from off-site archiving. It is ultimately your responsibility to maintain documents support positions taken on a tax filing. Digital copies of your returns are retained for seven years. Copies of your prior year returns are always available to you upon request.
Privacy
Fundamental to my practice is an emphasis on the confidentiality and security of your personal and financial information. Maintaining the confidence and trust of my clients is a top priority. WP Price Tax and Accounting, LLC will not sell customer lists nor your name or information to marketers. My privacy policy disclosure can be downloaded from the ‘Bulletins and Updates’ section of this website.
HELPFUL LINKS
> IRS
> Oregon DOR
> Enrolled Agent FAQ
> Oregon Board of Tax Practitioners
> Federal Refund Status
> OR Refund Status
APPOINTMENTS
CONTACT INFORMATION
Click the orange pin for driving directions.
William Price, EA LTC
WP Price Tax and Accounting, LLC.
4300 NE Fremont, Suite 250
Portland, OR 97213
Telephone: 503 525 2985
Fax: 503 525 5812
