While our physical location services our clients in Milwaukie, Gladston, Happy Valley, Clackamas, and Oregon City area with individual income tax preparation, small business taxes, corporate taxes, and tax audits, our Online Office brings financial services directly into your home or business enabling you to more actively participate in your financial management.
Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments. Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback. Visit often as current news impacting your financial situation will be outlined here.
Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments. Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback. Visit often as current news impacting your financial situation will be outlined here.
Services
Our company specializes in accounting and tax preparation services for individuals, small business, corporation, rental property owners, estates, and nonprofits. Annual participation in Continuing Professional Education courses offered by local chapters of national accounting and tax associations keeps our firm on the leading edge of ever-changing tax laws and accounting methods.
Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Over the years, 100's of small business Federal and State tax returns have been prepared for both service and manufacturing company clients.
Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.
Timely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support are also available. We support all major accounting programs including Quickbooks and Peachtree.
Total payroll services for small business clients have been provided for many years. Services include: Set up and maintenance of all records, time card tabulations, withholdings of tax and benefit contributions, Federal and State tax filings, issuance of checks and preparation of all W-2's and 1099 forms.
Reviews (12)
Lesa P.
Jun 21, 2021
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We co-own a rental duplex with my mom, so our taxes can get a little complicated. We've used other tax professionals before who did the taxes wrong and barely spoke to us. Sunny was a breath of fresh air after the other guys. He was friendly and personable and took the time to listen to our situation and make sure he understood everything before diving in to our taxes. He also spent time after the taxes were done to review them with us answer any questions we might have. I will definitely be back next year!
Lisa N.
May 03, 2021
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Nailah Roque
Apr 29, 2021
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My husband and I went to Sunny for the first time this year. He was fantastic! Not only is he knowledgeable, capable, and talented, he is also personable, kind, and funny. He actually makes the time you're doing your taxes with him enjoyable! We are extremely happy and satisfied with the results. We look forward to seeing him again next year!
Ian Maxwell
Apr 02, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Sunny was a pleasure to work with. He is smart, friendly, knowledgeable and a great guy to talk to. I have done my own taxes for 10 years but had a more complex year than those past. Sunny completed everything quickly and with ease. I will definitely be back!
Sunny was a pleasure to work with. He is smart, friendly, knowledgeable and a great guy to talk to. I have done my own taxes for 10 years but had a more complex year than those past. Sunny completed everything quickly and with ease. I will definitely be back!
Jessica Flores
Apr 02, 2021
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Sunny was able to squeeze me into his schedule same day, for that I am very thankful. Im glad I had his help filing my taxes. He's professional, funny, kind and very knowledgeable. I appreciate his honesty and the fact that he was able to answer all my questions. His prices are also way more reasonable than others I had searched online. I will definitely be recommending him to everyone and I will forsure be returning to him next year
Geneve T.
Mar 03, 2021
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Simone Hocks
Jan 30, 2021
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April Lambert
Dec 26, 2020
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He’s amazing! He helped me get through all of my paperwork. He’s exceptionally professional, kind, funny, and knowledgeable of his craft! I will continue to go back there for all my tax needs. His rates are so much more reasonable than what I had paid for in the past. Plus, he was so thorough that I was able to actually pay much less in taxes than I thought I was going to have to. It was a huge relief all around as well as a really pleasant experience. I highly recommend him for both personal income tax and business tax services!
Jonathan Thompson
Oct 26, 2020
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Sonny is an outstanding man, with an honest passion to helping people file correctly! His work is consistent and He always try’s to get his clients the best possible return! This is my second year coming to Sonny and I’m glad I came back! He’s a pleasure to do business with! Thanks again for your help in Filling my taxes Sonny!
AaronAndAnnabrodea Medina
Jul 15, 2020
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Deena Hocks
Nov 01, 2019
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Angie Chavelas
Jun 30, 2019
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Sunny tax service, what a pleasant experience.
He was meticulous in his work, friendly, social, and above all else seemed happy to have us as his customer. (Something lacking in society today).
I chose him based on yelp reviews, and we are not disappointed in the least.
Choose Sunny, he is all you need for a pleasant tax experience.
We will return next year.
He was meticulous in his work, friendly, social, and above all else seemed happy to have us as his customer. (Something lacking in society today).
I chose him based on yelp reviews, and we are not disappointed in the least.
Choose Sunny, he is all you need for a pleasant tax experience.
We will return next year.
