What should you bring to your first meeting with Davis?
YOUR STORY
We want to understand your situation.
Starting a Trust?
Growing your business?
Tax troubles?
Planning to retire?
RECENT TAX INFO
In general, we would like you to bring forms for wages (W-2), interest earned and dividends (1099), mortgage interest paid (1098)
NOTES & INFO
Bring statements, receipts, cancelled checks, documents, letters, papers and anything else that will help us to get the "big picture"
COURAGE
Just kidding. Meeting with a CPA doesn't need to be scary at all. Just be willing to talk with us about your situation and we'll put our skills to work for you.
SERVICES for INDIVIDUALS
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Tax planning and preparation
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Planning and saving for retirement
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Planning and paying for your child's college education expense
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Financial planning and investment strategies
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Estate planning
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FBAR and FATCA Foreign Asset Reporting Compliance
ASSISTANCE with TAX PROBLEMS
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Non-filed tax returns
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Back-taxes owed
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Payroll tax problems
QUICKBOOKS made EASY
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Initial file setup
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Converting existing QuickBooks files to a newer version
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Onsite assistance with Quickbooks
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We are a QuickBooks Pro Advisor
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We provide Quickbooks support for all versions, going back to QB4 and onward to the current year.
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We do not require a client to move from their older version of QB to the latest version each year.
SERVICES for BUSINESS
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Tax planning and preparation
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Small business accounting
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Payroll preparation and reporting
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Reviews and compilations
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Cash flow management
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Strategic business planning
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Succession planning
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New business formation
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PPP forgivable loan applications advice
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SBA forgivable loans for small businesses advice
BOOKKEEPING for BUSINESSES
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Providing full bookkeeping services for clients who do not want to maintain bookkeeping in their office, thus freeing them up to grow their business
ABOUT
To identify and reach your financial goals, it is important to work with a partner that you are comfortable with and that you trust completely. At Davis R. Stanger, CPA we conduct ourselves and our business with the mission to serve your best interests, and to do so in a manner that reflects our expertise, professionalism and the highest ethical standards.
We provide expert financial advice and guidance throughout the many stages of life — whether for an individual or a business. When we understand your current financial situation and your long-term goals, we can help you make the important decisions — now and in the future — that will help you achieve your objectives. Some of our best and most productive relationships are those that have been built over the course of many years.
Davis R. Stanger, CPA was established in 1995, and includes one certified public accountant as well as one licensed tax preparer. Learn more about our team and the services we provide.
Davis R. Stanger, CPA
Office: 503-626-0200 | Email: davis@drscpapc.com
6850 SW 105th Avenue, Suite B, Beaverton, OR 97008-5469
OUR TEAM
Davis R. Stanger
Certified Public Accountant
Davis has worked in public accounting since 1982 and worked for several large & regional firms. He worked from 1984-1994 as the Accounting Supervisor for Portland Public Schools.
. . . (read more)
Melinda C. Voss-Selee
Licensed Tax Preparer
Melinda has been an Oregon Licensed Tax Preparer since 2000 and began working for the firm in November, 1999. She has 25 years of experience with preparing personal income tax returns as well as managing . . .(read more)
Jodi Jungels
Receptionist
Jodi is our receptionist and is responsible for making sure our front office runs smoothly and keeping the rest of us on track. (read more)
6850 SW 105th Avenue, Suite B
Beaverton, OR 97008-5469
Email: davis@drscpapc.com
Tel: 503.626.0200
Zoom appointments available
For any general inquiries, please fill in the following contact form:
OUR ADDRESS
CONTACT
DAVIS R. STANGER, CPA
MEMBERSHIPS
