What We Offer

Our advisory services give you guidance, clarity, and a plan of action. Advisory is forward-looking support involving planning, analysis, research, and strategic insight. Advisory may be project-based or included in a monthly package.

Strategic Advisory

  • Our advisory services give you guidance, clarity, and a plan of action. This work is forward-looking and designed to help you make informed decisions with confidence.

    Advisory services are distinct from tax preparation and accounting compliance. This work focuses on analysis, planning, and strategic support using tax law, financial data, and practical experience. Advisory engagements may include evaluating options, modeling outcomes, explaining trade-offs, and supporting implementation.

    Advisory services are typically delivered as fixed-fee projects or included within a monthly service package, depending on scope and complexity. These services are best suited for clients who want proactive support and a deeper understanding of how decisions today affect future outcomes.

    Who This Is Best For

    • Business owners needing guidance beyond compliance
    • Clients facing major financial or structural decisions
    • Multi-entity groups seeking alignment
    • Businesses planning growth, restructuring, or transitions
    • Individuals or owners wanting clarity on complex tax or financial topics

    What’s Included

    (Depending on engagement scope)
    • Tax planning and projections
    • Entity selection or restructuring analysis
    • Reasonable compensation analysis
    • Multi-entity structure review
    • Cash flow modeling and budgeting
    • KPI development and interpretation
    • Ownership or equity planning
    • Technical research and written memos
    • Advisory meetings and implementation support
    • Coordination with accounting, payroll, or legal teams

    What’s Not Included

    • Tax return preparation
    • Cleanup or reconstruction of books
    • Legal document drafting
    • Business valuations or appraisals
    • Investment or insurance advice
    • IRS or state representation

Our monthly accounting packages provide accurate books, proactive guidance, and a clear financial picture all year long. We handle the day-to-day details so you can focus on running the business with confidence.

Accounting

  • Our monthly accounting packages provide accurate books, clear reporting, and a reliable financial foundation. We handle the details so you can focus on running your business

    Monthly accounting provides consistent, structured support to keep your financial records accurate and current. We manage transaction coding, reconciliations, and reporting while maintaining clean books that support tax compliance and informed decision-making.

    This service goes beyond basic bookkeeping. It creates stability, visibility, and confidence in your numbers. Depending on your service tier, accounting may be paired with payroll, tax preparation, and advisory support to form a comprehensive financial ecosystem.

    Who This Is Best For

    • Businesses that want accurate, organized books
    • Owners who do not want to manage bookkeeping internally
    • Growing or multi-entity businesses
    • Clients who value predictable processes and communication
    • Businesses seeking year-round financial clarity

    What’s Included

    • Monthly bookkeeping in QuickBooks Online
    • Bank and credit card reconciliations
    • Transaction categorization
    • Month-end close
    • Standard financial statements (P&L, Balance Sheet, Cash Flow)
    • Email communication within standard response windows
    • Document exchange through our Secure Portal

    Depending on tier:
    • KPI tracking and custom reporting
    • Quarterly advisory meetings
    • Budgeting and forecasting support
    • Multi-entity coordination
    • Integration with payroll and tax services

    What’s Not Included

    • Cleanup or catch-up work
    • Accounts payable or receivable management
    • Inventory costing without prior scoping
    • Sales tax filings
    • IRS or state representation
    • Advisory work outside your selected tier
    • Quarterly advisory meetings
    • Budgeting and forecasting
    • Multi-entity support
    • Coordination with payroll and tax teams

We prepare accurate, compliant business tax returns for partnerships, S corporations, C corporations, and multi-entity structures. Our process keeps filings clean and helps you understand the essentials of your tax position.

Business Tax

  • Our business tax services focus on accurate, timely compliance for entity-level returns. We prepare federal, state, and required local filings while confirming that elections, carryovers, and key tax attributes are handled properly.

    During preparation, we will flag items that appear out of alignment with tax rules, such as potential reasonable compensation issues or missing elections. Any tax planning, strategy recommendations, or implementation work falls outside standard tax preparation and can be completed as a separate advisory engagement or within a monthly service package.

    We accept tax-only business clients; however, many choose to transition into comprehensive support once they experience the benefits of structured, year-round collaboration.

    Who This Is Best For

    • Partnerships, S corps, and C corps needing clean, compliant returns
    • Multi-entity groups requiring coordinated filings
    • Businesses with multi-state operations
    • New entities filing for the first time
    • Owners wanting predictable, organized compliance
    • Businesses needing a review of prior-year filings

    What’s Included

    • Federal business income tax return (1120, 1120S, or 1065)
    • Applicable state business income tax return(s)
    • Required local business returns (Metro, transit, city, county)
    • Review of prior-year returns for carryovers and elections
    • Depreciation schedules and fixed-asset review
    • Identification of compliance issues or red flags
    • Secure Portal for document exchange and communication

    Depending on scope or entity structure:
    • Multi-state business tax filings
    • State taxes such as the Oregon CAT and Washington B&O when required under gross-income thresholds or other state-specific criteria
    • Additional local business income taxes
    • Estimated tax calculations

    What’s Not Included (Available as Add-On Services)

    • Tax planning or actionable recommendations
    • Reasonable compensation analysis
    • Cleanup or reconstruction of bookkeeping
    • Prior-year or amended entity returns
    • Sales tax filings
    • Payroll tax issues
    • IRS or state representation
    • Partner/shareholder basis calculations unless scoped separately

We prepare accurate individual income tax returns and help you understand the essentials of your tax situation.

Individual Tax

  • We prepare accurate individual income tax returns and help you understand the essentials of your tax situation so you can file with confidence.

    Our individual tax service focuses on accurate, timely preparation of federal and state income tax returns. We work with individuals across a wide range of situations, including W-2 earners, investors, retirees, landlords, and sole proprietors.

    During preparation, we identify missing information, inconsistencies, or compliance concerns. Tax planning, projections, and strategy recommendations are not included in standard tax preparation and may be completed through a separately scoped engagement or monthly service package.

    Who This Is Best For

    • Individuals with W-2, investment, or retirement income
    • Taxpayers with rental properties or small sole-proprietor activity
    • Multi-state households
    • High-income taxpayers
    • Individuals seeking a clean, professional filing process

    What’s Included

    • Federal individual income tax return (Form 1040)
    • Applicable state income tax return(s)
    • Standard schedules (A, B, D, E as applicable)
    • Reporting of common investment and retirement income
    • Identification of compliance issues or red flags
    • Secure Portal for document exchange and communication

    Depending on scope:
    • Multi-state nonresident filings
    • Equity compensation reporting
    • Schedule C or Schedule E activity
    • Estimated tax calculations when separately scoped

    What’s Not Included (Available as Add-On Services)

    • Dependent returns (highly recommended to avoid filing conflicts or amendments)
    • Tax planning or projections
    • Prior-year or amended returns
    • IRS or state representation
    • Entity-level returns
    • Cleanup or reconstruction of records

  • We handle payroll processing and compliance so you can focus on your business. Our service delivers reliable filings, accurate records, and peace of mind.

    Payroll services include processing employee payroll, managing payroll tax filings, and maintaining accurate records. We work with a full-service payroll bureau, allowing us to support multi-state employers and offer advanced payroll capabilities as add-on services.

    Payroll may be selected as a standalone service or bundled within a monthly accounting package. During onboarding, we determine the appropriate setup based on your team size, locations, and compliance requirements.

    Who This Is Best For

    • Businesses with employees
    • Employers operating in multiple states
    • Companies seeking reliable payroll compliance
    • Growing teams needing structured payroll support
    • Businesses wanting payroll integrated with accounting and tax services

    What’s Included

    • Payroll processing for employees
    • Federal, state, and local payroll tax filings and payments
    • Employee onboarding setup
    • State new-hire reporting
    • Direct deposit and employee self-service portal
    • Year-end W-2 preparation
    • Integration with accounting systems when applicable
    • Secure Portal for document exchange

    Available as Add-On Services

    • Contractor payments and 1099 processing
    • Multi-state registrations and maintenance
    • Local payroll tax setup
    • PTO policy tracking
    • Benefits deduction setup
    • ACA reporting
    • HR forms and onboarding packets
    • Prior-period payroll cleanup
    • Worker classification review

    What’s Not Included Unless Added

    • Benefits administration
    • HR consulting or employee relations
    • Contractor payroll
    • Payroll agency representation

We handle payroll so you don’t have to. From multi-state compliance to clean employee records and timely filings, our payroll service keeps everything running smoothly and accurately.

Payroll

If a tax notice arrives, we can help. IRS and state representation is available exclusively to active clients. This allows us to respond accurately, access the records we need, and help prevent future issues from recurring.

IRS Representation

  • IRS and state tax agency representation is a specialized service we provide only to active ReFrame clients. To represent you properly, we must have accurate, up-to-date financial information and a clear understanding of your tax history. This level of familiarity is only possible when we maintain an ongoing relationship and are involved in your accounting and tax processes.

    Representation includes researching the issue, reviewing transcripts, preparing responses, communicating with tax agencies on your behalf, and guiding you through next steps. Each engagement is quoted separately unless your service package specifically includes this support.

    We do not take one-off representation projects for non-clients. If you're not currently working with ReFrame and need help resolving a tax issue, the first step is becoming a client so we can ensure your books, filings, and strategy are aligned. Our goal is not only to resolve the current notice but also to help you avoid similar problems in the future through organized, proactive service.

    Who This Is Best For

    • Active clients who’ve received IRS or state tax notices
    • Businesses dealing with payroll, CAT, B&O, or local tax inquiries
    • Individuals with mismatched reporting or underpayment letters
    • Clients pursuing penalty abatement or clarification requests
    • Anyone needing help understanding agency notices or compliance instructions

    What’s Included

    (Depending on the notice and engagement scope)
    • Review and analysis of the tax notice
    • Transcript review when necessary
    • Written responses to IRS or state agencies
    • Communication with agencies on your behalf
    • Research related to the issue or proposed assessment
    • Guidance on next steps and required compliance
    • Updates on agency responses
    • Secure document exchange through our Secure Portal

    What’s Not Included (Available as Add-On Services)

    • Representation for non-clients
    • Issues caused by unfiled returns unless those returns are completed first
    • Offer-in-compromise preparation
    • Full audit representation requiring substantial reconstruction
    • Legal appeals requiring attorney involvement
    • Forensic accounting
    • Advisory work beyond the scope of the specific notice

If your books are behind, inconsistent, or inaccurate, we can rebuild a solid foundation. Whether you're a few months or several years behind, we’ll get everything caught up so that you’re no longer operating in crisis mode and can move forward confidently.

Clean Up/Catch Up

  • Cleanup and catch-up work is designed for businesses whose books need attention before accurate reporting or tax preparation can occur. This service addresses missing reconciliations, incorrect categorizations, balance sheet issues, multi-year gaps, or structural errors caused by prior bookkeepers or DIY systems.

    Our goal isn’t just to clean up the past—it’s to help you break the cycle. Once your books are accurate and current, you’re able to make informed decisions, stay compliant, and be strategic rather than reactive. We help create a path forward so you never end up in cleanup mode again, whether that means transitioning into monthly accounting or establishing stronger internal processes.

    Cleanup work is always quoted separately because it is project-based and dependent on the condition of your records.

    Who This Is Best For

    • Businesses behind on reconciliations
    • Companies transitioning from a prior bookkeeper
    • Owners who attempted DIY bookkeeping
    • Businesses experiencing staff turnover or rapid growth
    • Entities whose books are preventing accurate tax returns
    • Clients preparing to move into monthly accounting services

    What’s Included

    (Depending on diagnostic findings)
    • Review of existing books and system setup
    • Identification of errors, gaps, or structural issues
    • Reconciliation of bank, credit card, loan, and merchant accounts
    • Vendor and customer cleanup
    • Balance sheet corrections and tie-outs
    • Reclassification of transactions
    • Historical payroll mapping when applicable
    • Updated books ready for ongoing maintenance or tax compliance
    • Document exchange and communication through our Secure Portal

    What’s Not Included (Available as Add-On Services)

    • Future monthly bookkeeping
    • Payroll services
    • Tax return preparation
    • Sales tax filings
    • Technical memos or advisory planning
    • Reconstruction of missing source documents
    • IRS representation
    • Forensic accounting or litigation support