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Working Together

Bend, Oregon Tax Planning and Tax Preperation

Whether you're an individual seeking to maximize your personal wealth or a business owner aiming to optimize your company's fiscal health, our team of experienced professionals is here to guide you every step of the way. We take the time to understand your unique circumstances and tailor our strategies to align with your specific goals and aspirations.
 

At Balance Point, we believe that knowledge is power, and we are committed to empowering you with the tools and insights needed to thrive in today's dynamic economic landscape. Let us partner with you to achieve your financial objectives and secure a prosperous future.

​We take a proactive stance on tax planning, ensuring that we're not just reacting to tax deadlines but actively seeking out strategies to optimize your tax position throughout the year. We keep a close eye on changes in tax laws and work with you to plan ahead, making sure you're positioned to capitalize on tax-saving opportunities and stay ahead of the curve. Our forward-thinking approach is all about helping you keep more of what you earn and reducing tax stress come filing season.

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  • Proactive planning year-round

  • Minimize tax liabilities, maximize bottom line

  • Stay ahead of ever-evolving tax codes


Our expert team is adept at preparing a wide range of taxes across business structures. We also handle individual tax returns for business owners, ensuring seamless integration and optimization.

 

  • Individual 1040 (for business owner)

  • Sole proprietor

  • LLC

  • Partnerships

  • Corporations

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