Business Details
14 Years
experience
Expert Tax Preparation & Bookkeeping Services in Newberg, OR
At Cyndy & Associates Tax Services, we specialize in providing comprehensive tax preparation and bookkeeping solutions tailored to both individuals and businesses. Our team of licensed professionals maintains rigorous continuing education to stay current with evolving federal and state tax laws, ensuring accurate and compliant filings. With expertise in QuickBooks and Wave accounting software, we streamline financial management for clients who struggle with receipts, bank statements, and complex bookkeeping tasks.Our commitment to detail extends to every return and project, serving clients locally in Newberg since 2012 and nationally across all 50 states. We prioritize transparency, client education, and personalized service to alleviate the stress associated with tax and accounting obligations.
Services
Individual Tax Preparation
Business Tax Preparation
Tax Planning & Compliance
Bookkeeping Services
Accounting Assistance
HOA Services
Amendments
Details
- Year established: 2012
Highlights and features
- We employ licensed tax professionals with ongoing education in federal and state tax laws.
- Our team specializes in QuickBooks and Wave accounting software for efficient bookkeeping.
- We serve clients nationwide while maintaining personalized local service in Newberg.
- Our staff holds advanced credentials including Enrolled Agent (EA) and Licensed Tax Consultant (LTC).
- We guarantee meticulous attention to detail on every tax return and bookkeeping project.
Associations and certifications
- IRS Enrolled Agent
- Oregon Department of Revenue (LTP/LTC)
Services
Individual Tax Preparation
We prepare current and past-year individual tax returns with precision. Our licensed professionals ensure compliance with federal and state regulations while maximizing deductions. Clients receive personalized guidance to navigate complex tax scenarios and optimize refunds.
Business Tax Preparation
Specializing in S-Corporations, C-Corporations, and partnerships, we handle business tax filings with expertise. Our team addresses entity-specific requirements, ensuring accurate reporting of income, deductions, and credits to maintain regulatory compliance and financial efficiency.
Bookkeeping Services
We manage bookkeeping for businesses using QuickBooks and Wave software. Our services include transaction categorization, bank reconciliation, and financial statement preparation. This ensures organized records for tax readiness and informed business decision-making.
Tax Planning & Compliance
Our proactive tax planning identifies opportunities to reduce liabilities while maintaining compliance. We analyze financial situations to develop strategies for year-round tax efficiency, including estimated tax payments and documentation organization.
Accounting Assistance
We provide accounting support for small businesses, including consultation on financial processes and software implementation. Our goal is to simplify financial management, improve accuracy, and empower clients with clear insights into their business performance.
People
Cyndy Cynthia Rawlinson
Enrolled Agent / Licensed Tax Consultant
Licensed since 2006, Cyndy holds an EA credential with the IRS and Oregon LTC license. She has prepared taxes since 2008, earned an accounting degree in 2010, and founded the firm in 2012.
Carlee
Licensed Tax Preparer
An Oregon LTP since 2012, Carlee brings 25 years of IT expertise to tax problem-solving. She joined the team in 2014, specializing in complex cases across all 50 states.
Alyssa
Licensed Tax Preparer
A Colorado State University accounting graduate (2016), Alyssa joined in 2016 and earned her Oregon LTP license in 2019. She specializes in bookkeeping and tax preparation using QuickBooks.
Questions
What tax services do you offer?
We prepare individual and business tax returns (S-Corps, C-Corps, partnerships), amendments, and provide tax planning. We do not handle estates, trusts, or crypto-related filings.
Are you licensed to prepare taxes?
Yes. Our team includes IRS Enrolled Agents and Oregon-licensed tax professionals with ongoing education in federal and state tax laws.
Do you offer bookkeeping services?
Yes. We provide bookkeeping using QuickBooks and Wave software, including transaction management, reconciliation, and financial reporting for small businesses.
Can you help with past tax returns?
Yes. We prepare both current and past-year individual and business tax returns to ensure compliance and resolve back-filing obligations.
Do you serve clients outside Oregon?
Yes. While based in Newberg, we serve clients nationwide across all 50 states for tax preparation and consulting needs.
