Learn More About Our Services


Individuals

Income Tax Return Preparation

A core specialty is the preparation of tax returns for individual taxpayers. Over the years literally 1000's of Federal and State returns have been prepared and filed. Our services range from a simple 1040EZ tax return through complicated tax returns with multiple businesses and/or multiple state tax filings.

Tax Planning

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

Estate/Trust Planning and Tax Preparation

A carefully prepared estate plan will allow you to achieve many goals. Ensure the financial security of your family; determine what should be left to children, grandchildren and beyond, and how their inheritance should be handled if they are young; dispose of the family business; minimize the effects of taxes on your estate; empower a reliable executor or trustee to invest and manage the assets of your estate. Our estate planning services include management, gifting, and estate transfer tax, plus extensive services to balance tax exposure and protect non-traditional assets. Our staff has specialized training and experience in preparing Federal and State estate tax returns, fiduciary income tax returns, and gift tax. In addition, Dickey and Tremper, LLP provides trust accounting services tailored to meet your specific needs.

Representation Before Taxing Authorities

As your representative, we will ensure that the IRS and other taxing authorities follow the rules and proper procedures when dealing with you. We will also help guard your rights as a taxpayer.Tax examinations and notices can be difficult and time consuming, requiring gathering of information, coordination and due diligence to guarantee your rights are protected and preserved. We will review the issues, assist you all the way through the process and take the action that is appropriate for your situation.

Retirement Distribution Planning

Dickey and Tremper, LLP can help with retirement questions by evaluating the tax implications and other considerations of each alternative. We also offer assistance with retirement plan design and evaluation including SEPs, IRAs, Roth IRAs, SIMPLE IRAs, and 401(k) plans.

Tax-Free Exchanges

A §1031 tax-deferred exchange is a way for you to sell real or personal property and avoid paying capital gains tax. An exchange allows you to defer taxes, preserve equity and grow your assets as you reinvest the resulting tax savings in "like-kind" replacement property. In order for an "exchanger" to realize the tax-deferred benefits, a "qualifed intermediary" must hold the sale proceeds during the exchange period. Dickey and Tremper, LLP can help you navigate the procedure to achieve the results you want.

Personal Financial Statements

A personal financial statement is a picture of your financial position at a point in time, and can help you obtain a loan, enter into various investment transactions, or develop financial plans and strategies for minimizing income taxes. Dickey and Tremper, LLP will help you gather and organize information, present it in a format accepted by banks, investment strategists and other financial professionals, and use that information for your financial planning needs.

Litigation Support Services

Our office is experienced in providing litigation support services for business disputes, divorce, loss of earnings, and fraud investigations. Our litigation support practice combines the skills and expertise of our professionals with technology and litigation support experience.Our professionals have backgrounds in accounting, finance, economics, and business law among other fields.


Businesses

Business Tax Return Preparation

Business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Over the years, 1000's of business, fiduciary, and non-profit Federal and State tax returns have been prepared by our experienced staff.

Financial Statements

Financial Statement preparation for small business clients is a long-standing service of this firm. Depending on the client's needs, monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis. The state-of-the-art accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis. We provide a variety of financial statement services to include compilations, reviews and audits of financial statements for commercial, non-profit, and governmental entities.

Retirement Plan Administration

We work with local and national financial advisors and attorneys to provide a wide range of retirement plan administration services customized to your needs. Our services include plan set up and design, ongoing plan administration, preparation of participant statements for unallocated plans, processing participant loans and distributions, annual notices and testing, advising of contribution limits, plan terminations, and other plan consultation services.

Bookkeeping

Timely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support are also available. We support all major accounting programs including Quickbooks and Peachtree.

Payroll Services

Total payroll services for small business clients have been provided for many years. Services include: Set up and maintenance of all records, time card tabulations, withholdings of tax and benefit contributions, Federal and State tax filings, issuance of checks and preparation of all W-2's and 1099 forms.

QuickBooks Set-Up and Support

We are able to assist you in all aspects of installing, setting up, and maintaining your QuickBooks software. We also provide discounts on software purchases for our clients.

Business Valuations

The principals in our firm are Certified Valuation Analysts certified by the National Association of Certified Valuation Analysts (NACVA) and are experienced in providing business valuation services. We specialize in a multi-dimensional approach to valuing businesses for purchase or sale. We also value businesses for buy-sell agreements, business disputes, divorce, insurance, and other purposes.

Entity Selection and Restructuring

The legal form of your business entity can have a large impact on your taxes and other liabilities. We can assist you in setting up your company and in selecting the best entity type (S or C Corporation, Partnership, LLC, etc.) for your specific situation. As your company evolves through its growth and development the best fit for an entity type may also change. We are available to advise you on changes to your entity structure and to assist you in the restructuring.

Governmental and Non-Profit

Audit Services

Dickey and Tremper, LLP has extensive experience working with and auditing cities, school districts, community colleges, and other governmental and non-profit organizations. We also have experience performing Single Audits and preparing Comprehensive Annual Financial Reports. Most of the municipal audits we perform are subject to Governmental Auditing Standards and the Single Audit Act. It is our practice to provide a total service approach and follow-up for each audit engagement. Our firm maintains high quality control standards, which requires Dickey and Tremper, LLP staff to provide more in-depth auditing services than you would receive from most firms. Our firm focuses on working with clients to complete projects in a timely fashion. Most of our audits have been repeat engagements over multiple years and we pride ourselves on delivering quality work while meeting deadlines, regardless of the complexity of the project. Our firm is large enough to serve you, but small enough to ensure that you are not just another client to us. Dickey and Tremper LLP is a member of the Government Audit Quality Center (GAQC), the Private Companies Practice Section (PCPS), the American Institute for Certified Public Accountants, The Oregon Society of Certified Public Accountants, and the National Association of Certified Valuation Analysts. In addition, Mark Dickey is a board member of the Oregon Board of Accountancy Peer Review Committee. We also participate in the AICPA peer review program, both as an audit firm and as a peer reviewer. Our firm has always received an unqualified opinion (pass rating) with no deficiencies or letters of comments.

Financial Statement Reviews and Compilations

Audits provide the highest level of assurance on your financial statements to third parties and include an in-depth examination of your financial statement balances and activites. For entities not needing this level of service, we also provide financial statement reviews and compilations as a cost efficient alternative. Financial statement reviews provide limited assurance to third parties and involve inquiries and analytical procedures to review financial statement balances and activities and identify items requiring further analysis. The objective of a review is to obtain limited assurance that there are no material modifications that should be made to the financial statements. Financial statement compilations are used to assist the entity to present financial information in the form of financial statements. Generally, we will utilize information that is the representation of management without undertaking to obtain or provide any assurance that there are no material modifications that should be made to the financial statements.

Agreed Upon Procedures and Consulting

Our firm is experienced in providing management consulting services and agreed upon procedures to businesses, local government units, and non-profit organizations. These types of services are normally performed by the partners or senior staff. We have performed a number of management consulting engagements and agreed upon procedures in the past. These engagements have included: Design of extensive chart of accounts for an entity with approximately twenty individual funds, with provisions for cost accounting. Implementation of GASB Statements and assistance with compiling fixed asset and infrastructure data. Concurring review of financial statements. Assessing and designing internal control systems. Agreed Upon Procedures to test franchise fee payments and fuel tax revenues. Agreed Upon Procedures for testing of System Development Charges expenditures and revenues, and maintenance of restricted funds. Agreed Upon Procedures to test transient room tax revenues reported by local hotels. Agreed Upon Procedures to test compliance with conservation measures and energy efficiency. Agreed Upon Procedures for landfill financial assurance and recertification. Assistance pertaining to valuation of “side accounts” related to issuance of PERS pension obligation bonds. Assistance in preparation of corrective action plans. Reconciliation of cash accounts and activity recorded in the general ledger. Evaluation of software programs and installation of selected software. Computer troubleshooting, to include hardware and software maintenance. Compliance with Oregon Budget Laws and procedures and the preparations of annual budgets. Fixed asset accounting and depreciation schedules. Interviewing and providing recommendations for accounting applicants. Evaluation of financing options.Fraud investigation and substantiation.

Tax Services

With nonprofit tax returns visible on internet sites, professional and accurate tax preparation is important. Our tax preparation services include: •Federal Form 990, 990EZ, 990PF, and 990T •Exempt organization applications as needed

Fraud Prevention and Detection

Our professionals are trained to focus in on your organization’s weakest areas and to seek out fraud by analyzing records and trends. We quantify the damages, prepare written reports for management and law enforcement, work closely with management and law enforcement throughout the investigation, and provide litigation support and expert witness testimony. We are also trained to review your organization’s accounting processes and to provide a written report with recommendations for improvements giving your organization a competitive edge to protect your assets in this vulnerable economy.

Other Services

Peer Review Services

Our firm's experience ranges from audits, reviews, compilations and agreed upon procedures for various for-profit businesses, school districts, community colleges, and other governmental and non-profit organizations. We are available to provide system and engagement reviews for firms that practice in these areas.

Other Services

We provide a variety of other services, which are not listed above. Please contact us for additional services that are not listed.


Send Us a Message

We would love to hear from you!

541-276-6862 rtremper@dickeyandtremper.com

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