Tax, Accounting, & Finance Services

Learn About All of Our Services In One Place

We work with clients throughout Southern Oregon, as well as, across the United States. We are happy to help in any way we can, whether its by answering tax or accounting questions, providing guidance, or referring you to the appropriate professional

IRS Resolution Services
  • Industry Issue Resolution Program’s
  • Pre-Filing Agreement’s
  • Compliance Assurance Processes
  • Accelerated Issue Resolution’s
Develop Your Business
  • Comprehensive Reviews
  • Tax Preparation Consultations
  • Human Resource Compliance Accordance
  • Payroll and/or Bookkeeping
Payroll Services
  • Direct Deposit for Employees
  • Quarterly or Annually Tax Filing 
  • W-2 Preparation
Human Resources
  • Initial Risk Assessment Meeting
  • Newsletters & eAlerts
  • Annual HR Compliance Calendar
  • Choice of Silver, Gold, or Platinum Plans

Ala Carte Items:

  • HR Coaching
  • Labor Law postings
  • Job Descriptions
  • Personnel Files review
  • Form 1-9 review
  • Employee Handbook review
  • Develop HR policies
  • Affirmative Action Plans
  • Investigations
  • Recruiting
  • Performance Management
  • Leave Law Guidance
  • Assist with employee relations
  • Safety Consulting
Personal Tax Services
  • Complete tax return preparation & filing for federal IRS returns & ALL STATES 
  • Complete tax return preparation & filing for ALL state income tax returns 
  • Complete tax return preparation & filing for multi-state in same year income tax returns 
  • Electronic filing – faster refunds 
  • Simple returns or itemized returns 
  • Tax planning & organization for the following year 
  • Multi-state income tax return preparation 
  • IRS or other taxing authority audit representation 
  • Tax issues around divorce and/or child support 
  • Tax preparation for U.S. individuals abroad 
  • Tax preparation for resident aliens 
  • Tax preparation for self-employed 
  • Quarterly tax organization & filing 
  • Amended tax returns 
  • Tax returns dealing with trusts/inheritance/gifts/charities/donations 
  • Not for Profit entities
Business Tax Services
  • Consulting on start-ups & tax planning
  • Business plan analysis
  • Advice & set-up of bookkeeping system
  • Advice & set-up of payroll system
  • Advice & set-up of an accurate financial reporting system
  • Set-up for Non-profits
  • Set-up for S Corporations
  • Set-up for Sole Proprietor, C Corporations
  • Set-up for Limited Liability Companies, LLC’s
  • Set-up for Partnerships
  • Year-round business tax services & consultation
  • Business tax preparation: all entities AND STATES
Notary Services

On-Site or Mobile Notary Services

  • Real Estate Closings
  • Estate Document Signing
Bookkeeping Support
  • Reconciliations
  • Journal Entries
  • General Ledger Records
  • Quickbooks Integration
SBA Support
  • Lender Requirements
  • Eligibility
  • Loan Repayment
  • Required Documentation
Accounting & Finance Consulting Services
  • Estate & trusts planning & tax preparation
  • Financial planning
  • Pension & profit sharing issues
  • Tax & financial issues around eldercare
  •  Setting up payroll services
  •  Setting up bookkeeping services
  •  Selection & guidance on financial software
  •  Business plan consulting
  •  Business startups & entities
  •  Selection and guidance of insurance products
  •  Assistance with bank financing
  •  Assistance with bankruptcy support 
  • Bookkeeping
  • Audit Assistance

© John A. Warekois CPA

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Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory Services℠, Insurance services offered through an Avantax affiliated insurance agency.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management℠ does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by FMG Suite for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management℠ or its subsidiaries. Avantax Wealth Management℠ is not responsible for and does not control, adopt, or endorse any content contained on any third party website.