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Taxes

Income taxes when you own and operate a business can take nearly one-half of the profits of your business. Our tax consultants and CPA have the experience and knowledge to help you minimize the cost of income taxes, using all the allowable laws and regulations. 

As many tax rule benefits require planning throughout the tax year, we recommend you meet with us to discuss what you need to do in preparation during the tax year. We review the businesses’ financial statements, discuss any significant business actions you are considering, and near the end of the tax year, we help make certain that no tax savings opportunities are missed.

Not all tax plans are alike – some are specific to the current year and many are long range plans. We ensure that your plans take into account both short-term and long-term strategies.

*Securities and advisory services offered through LPL Financial, a registered investment adviser. Member FINRA/SIPC. Umpqua Valley Financial, is not affiliated with LPL Financial. LPL does not provide tax preparation services. All tax preparation services are provided by Umpqua Valley Financial and are separate from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Oregon, Idaho, and Arizona.