Business Details
Your Trusted Partner for Accounting & Tax Solutions in Newberg, OR
At Want CPA, we are dedicated to providing exceptional accounting and tax services to individuals and businesses in Newberg, Oregon, and the surrounding Yamhill County area. Our team of certified professionals combines expertise, experience, and a commitment to excellence to ensure every client receives personalized attention and tailored solutions. We prioritize professionalism and a client-focused approach, building long-term relationships through reliable service and a deep understanding of our clients' financial needs.Our dedication to staying current with evolving tax laws and regulations ensures accurate compliance and strategic planning for optimal financial outcomes. As a locally rooted firm, we take pride in supporting our community while delivering the technical proficiency and ethical standards expected of a leading accounting practice.
Services
Tax Services
Payroll Services
Bookkeeping Services
Small Business Accounting
QuickBooks Assistance
Individual Tax Preparation
Business Tax Preparation
Highlights and features
- We offer personalized accounting solutions tailored to your specific needs.
- Our team consists of certified professionals with extensive industry experience.
- We prioritize proactive tax planning to maximize savings and minimize liabilities.
- We provide year-round support, not just during tax season.
- We combine technical expertise with a commitment to local community service.
Services
Tax Services
Our comprehensive tax services cater to both individuals and businesses, ensuring compliance with federal and state regulations while maximizing deductions and credits. We provide strategic planning to minimize liabilities and offer year-round support for tax-related inquiries. Our team stays updated on evolving tax laws to deliver accurate, future-focused solutions for long-term financial success.
Payroll Services
We streamline payroll processing to save businesses time and reduce compliance risks. Our services include tax calculations, wage distribution, and reporting, tailored to meet evolving legislative requirements. By outsourcing payroll to our experts, clients focus on core operations while ensuring accuracy and regulatory adherence for small to mid-sized enterprises.
Bookkeeping Services
Accurate bookkeeping is essential for business sustainability. We offer reliable tracking of income, expenses, and financial transactions, using modern tools to maintain organized records. Our services support informed decision-making, streamline tax preparation, and provide a clear financial overview to help businesses maintain stability and growth.
Small Business Accounting
We provide tailored accounting solutions for small businesses, including financial statement preparation and cash flow management. Our services simplify complex financial tasks, allowing owners to focus on growth. We offer strategic guidance on budgeting, profit optimization, and compliance to enhance financial clarity and operational efficiency.
QuickBooks Assistance
Our QuickBooks-certified professionals assist businesses in implementing and maintaining efficient accounting systems. We provide training, data organization, and cloud-based solutions to improve financial management. By leveraging QuickBooks' capabilities, we help clients reduce paperwork, enhance reporting accuracy, and make informed business decisions through streamlined financial workflows.
People
Brian Williamson
CPA
Brian Williamson is a certified public accountant with extensive experience in tax and accounting services. He focuses on delivering precise financial solutions while maintaining a client-centered approach to meet individual and business needs.
Deanne Platter
CPA
Deanne Platter brings professional expertise to tax preparation and financial planning. She works closely with clients to ensure compliance and optimize financial strategies, combining technical knowledge with personalized service for optimal outcomes.
Sara DeMaster Smith
CPA
Sara DeMaster Smith specializes in accounting solutions for small businesses. Her approach emphasizes clarity and practical financial management, helping clients navigate tax obligations and achieve long-term financial stability through tailored advisory services.
Lisa Graham
CPA
Lisa Graham provides expert tax and accounting services with a focus on client satisfaction. She prioritizes accurate reporting and strategic planning, ensuring businesses and individuals receive comprehensive support aligned with their financial goals.
Terry Emery
CPA (semi-retired)
Terry Emery offers decades of accounting experience in a semi-retired capacity. He contributes specialized knowledge to complex tax scenarios, mentoring the team while maintaining a commitment to excellence in financial advisory services.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statement preparation, and tax compliance services tailored to small businesses. Our goal is to simplify financial management while ensuring accuracy and regulatory adherence.
Do you handle both individual and business tax preparation?
Yes, we offer comprehensive tax services for individuals and businesses, including strategic planning to maximize deductions and ensure compliance with federal and state tax regulations.
Can you assist with QuickBooks setup and training?
Our QuickBooks-certified professionals provide software implementation, data migration, and training to help businesses optimize their accounting processes and improve financial efficiency.
Are you available for year-round financial consultations?
We offer ongoing financial advisory services beyond tax season, including quarterly tax planning, payroll support, and year-end financial reporting to support continuous business growth.
What areas do you serve?
We primarily serve Newberg, Oregon, and the surrounding Yamhill County area, providing personalized accounting solutions to local individuals and businesses.
When is the best time to schedule a consultation?
We recommend contacting us between June and November for optimal availability, as our capacity is limited during peak tax season from February to May.
