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Tax Prep and Planning for Individuals and Businesses

West Salem Tax & Business Boutique in Salem, Oregon

At West Salem Tax & Business Boutique, located in Salem, OR, we are dedicated to helping you maximize your deductions and minimize your tax liability. Whether you're an individual or a small business, our team of experienced tax professionals is here to guide you through every step of the tax preparation and planning process. Call us today at 503-399-1040 to learn how we can assist you.

Individual Income Taxes

Our individual income tax services are tailored to help you save as much on taxes as legally possible while planning for your financial future. We meticulously review your financial situation to identify every potential deduction and credit. Our team stays up-to-date with the latest tax laws and regulations to ensure you receive the maximum benefits. With our expertise, you can rest assured that your tax return is accurate and optimized, giving you peace of mind and more money in your pocket.

Small Business Taxes

Handling small business taxes can be complex, whether you're a sole proprietor, part of a partnership, or managing an S Corporation or Corporation. At West Salem Tax & Business Boutique, we specialize in Schedule C, Partnership, S Corp, and Corporation tax filings. Our comprehensive approach ensures that your business tax obligations are met efficiently and accurately. We work closely with you to understand your business operations and financials, providing personalized tax planning strategies that align with your business goals and help you reduce your tax burden.

Catch-Up Taxes

If you're behind on filing your taxes, don't worry—West Salem Tax & Business Boutique is here to help you catch up. Our catch-up tax services are designed to help you get back on track with your tax filings quickly and efficiently. We will review your past financial records, prepare and file any missing returns, and work with tax authorities on your behalf if necessary. We aim to help you resolve any outstanding tax issues and ensure you comply with all tax regulations moving forward.

Tax Resolution

Tax issues can be stressful, but you don't have to handle them alone. We offer tax resolution services at West Salem Tax & Business Boutique to help you address and resolve various tax problems. Whether dealing with audits, back taxes, liens, or levies, our experienced tax professionals will advocate for you and negotiate with the IRS to find the best possible solution. We work diligently to resolve your tax issues and provide you with the guidance needed to maintain compliance in the future.

Our Process

  1. West Salem Tax sends out Organizers with Engagement Letter- Via Mail, Email or will call for pickup, by the 1st week of January.
  2. Client returns signed engagement letter, filled out organizer with tax documents. Either by drop off during office hours, using the door slot or upload electronically. Please update us right away of any changes or new forms received. 
  3. Multiple year clients and occasionally new clients we will request a retainer in advance.
  4. Tax return preparation begins. We will send emails or request additional information if needed.
  5. CPA reviews and approves tax return, or requests additional information if needed.
  6. Sent to Assembly to prepare hard copy.
  7. We will call you to let you know your hard copy is ready for pick up.
  8. When you come in to pick up, we expect payment at that time. We usually have you sign the form 8879 at time of pickup and we will wait a couple days before we file your return in the event there is any changes needed, that way it saves you coming back in with the form.
  9. We can email your returns, please arrange in advance.
  10. Once we receive the form 8879 and payment we will file the return. 

Tax Due Dates

31-Dec: Required minimum distributions have to be taken for individuals age 73 prior to 2025.

15-Jan: 4th quarter 2025 estimated tax payment due.

29-Jan: Tax season begins. IRS will begin accepting and processing 2025 federal tax returns.

31-Jan: Due date for employers to send W-2 forms and certain 1099s

15-Mar: Partnership & S Corps Due Date; or Extension must be filed to extend until Sept 15th.

1-Apr: Required minimum distribution due if you turned 73 in 2025

15-Apr: TAX DAY! Must File 2025 Tax or request an extension

15-Apr: Tax Payment is due on April 15th. Regardless if extension was filed. Penalties will accrue.

15-Apr: Last day to file & still get refund for 2022

15-Apr: Last day to electronically file 2022 and to receive refund for 2022.

15-Apr: Deadline to make IRA and HSA contributions for 2022 tax year.

15-Apr: 1st quarter 2026 estimated tax payment due.

16-Jun: 2nd quarter 2026 estimated tax payment due.

15-Sep: 3rd quarter 2026 estimated tax payment due.

15-Sep: Deadline for extended partnership and S-corporation returns       

15-Oct: Deadline to file your 1040 individual extended and C-Corporations extended 2025 tax return

Payroll: https://www.irs.gov/businesses/small-businesses-self-employed/employment-tax-due-dates

Call 503-399-1040 to optimize your tax strategy with our expert tax prep and planning services in Salem, OR.