What should you bring to your first meeting with Davis?
We want to understand your situation.
Starting a Trust?
Growing your business?
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"
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
Tax planning and preparation
Planning and saving for retirement
Planning and paying for your child's college education expense
Financial planning and investment strategies
FBAR and FATCA Foreign Asset Reporting Compliance
ASSISTANCE with TAX PROBLEMS
Non-filed tax returns
Payroll tax problems
QUICKBOOKS made EASY
Initial file setup
Converting existing QuickBooks files to a newer version
Onsite assistance with Quickbooks
We are a QuickBooks Pro Advisor
We provide Quickbooks support for all versions, going back to QB4 and onward to the current year.
We do not require a client to move from their older version of QB to the latest version each year.
SERVICES for BUSINESS
Tax planning and preparation
Small business accounting
Payroll preparation and reporting
Reviews and compilations
Cash flow management
Strategic business planning
New business formation
PPP forgivable loan applications advice
SBA forgivable loans for small businesses advice
BOOKKEEPING for BUSINESSES
Providing full bookkeeping services for clients who do not want to maintain bookkeeping in their office, thus freeing them up to grow their business
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.
6850 SW 105th Avenue, Suite B, Beaverton, OR 97008-5469
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.
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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)
Having passed the CPA exam, Darren is on track to become a CPA in 2025.
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)