PRINEVILLE.ORG
Evans & Bartlett, CPAs LLP
COMMITTED TO PROVIDING HIGH QUALITY FINANCIAL SERVICES
Welcome and thank you for visiting our website. In addition to providing you with a profile of our firm and the services we provide, this website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.
As you browse through our website, you will see that we have highlighted background information on our firm and the services we provide. We have also included useful resources such as informative articles (in our Newsletters section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external websites that we think would be of interest to our clients and visitors (in our Links section).
Please feel free to contact us with any questions or comments you may have - we would love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.
FIRM PROFILE
Evans & Bartlett, CPAs, LLP was founded over 40 years ago in Prineville, Oregon by Leslie A. Sundet (retired) and has grown from a small two person office to a staff of over nine with two member/partners, Jerry R. Evans and Victor L. Bartlett. The firm consists of three CPAS on staff including the member/partners. The firm's member/partners and staff represent many years of experience in business and tax preparation serving a large array of clients.
Beginning in January 2011, the firm opened a satellite office in Lakeview, Oregon. This was to better serve our many clients that live in Southern Oregon and Northern California. This office, although currently only open two days a week, has seen consistent growth and has broadened the firm's geographical presence.
Our service offerings are diverse including, but not limited to the following:
- Income tax preparation (business and individual)
- Estate and Trust advise, accounting, and tax services
- IRS and Oregon state audit representation
- Tax consulting and planning
- Computerized general ledger setup and support (Quickbooks, Peachtree, MAS90)
- Business startup and setup services
- Accounting and payroll services
- Preparation of financial statements (compilation and review services
Our firm's expertise is continually called on by clients to assist with a wide variety of personal and business needs. If we are not able to assist a client, we have a large number of professional contacts that we can confer with or refer the client to. Our firm philosophy is if we are unable to handle the assignment, we will tell the client immediately.
CLIENT SERVICES
Our firm offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service. Below, we have listed the services that we offer to our clients along with a brief description.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.
- Bookkeeping/Write-Up
- Business Entity Selection
- Business Succession Planning
- Estate Planning
- Financial Planning
- Retirement Planning
- Estate & Trust Tax Preparation
- Payroll Services
- Tax Preparation
- Tax Planning
- IRS Representation
Accounting Services
Bookkeeping/Write-Up : Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.
Consulting Services
Business Entity Selection: Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
Business Succession Planning: Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.
Estate Planning : Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Financial Planning : A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
Retirement Planning : Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
Tax Services
Estate & Trust Tax Preparation : Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Payroll Services : As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
Tax Preparation : Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.
Tax Planning : Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.
IRS Representation : During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.