We offer complete personal and business planning, tax & accounting service.
we are dedicated to serving individuals and businesses throughout the Portland metro area with our seasoned and comprehensive array of services, including:
Alten Sakai & Company offers two types of financial statement reporting:
Alten Sakai can help you set up an accounting system to correctly record the daily transactions of your business. It is important that these systems be set up correctly and maintained with accurate data input. Here are the two systems most commonly used by Alten Sakai clients:
Alten Sakai's tax professionals put their thorough knowledge of the complex and ever-changing tax laws to work by helping you with planning to minimize their impact.
Businesses and individuals are responsible for complying with dozens of taxes. Hundreds of tax forms are used to report those taxes. Sound overwhelming? We can make it easier for you. We have intricate knowledge of these taxes and forms, and use advanced software to make the job efficient and accurate.
Here are several of the most common tax filings:
Payroll and payroll tax reporting are a primary compliance requirement for business owners.
Alten Sakai's accountants and payroll staff understand these issues thoroughly and can help you with the following services:
An accurate accounting system is essential for business success. Many small business owners choose QuickBooks accounting software by Intuit. With certified QuickBooks ProAdvisors on staff, Alten Sakai can help you set up and maintain your QuickBooks accounting system.
Some of QuickBooks’ valuable functions:
Retirement plans are the primary savings vehicle for most people. They are also the most powerful and flexible tax planning tool available to you.
Whether your goal is to minimize your taxes, maximize your retirement benefits, lower employee costs or increase employee satisfaction, there is a plan for you. Alten Sakai will introduce you to various plan designs, and help you choose the right plan for your situation.
Estate planning is a chore that many people would rather postpone. We encourage you not to wait. Contact us and we will guide you through the planning process.
We’ll help you address important issues such as the care of your loved ones upon your death or incapacity, assigning your assets to the beneficiaries of your choosing, and minimizing estate taxes. We’ll work with your attorney or offer you referrals to highly qualified professionals. We are familiar with you, your family, and your assets, so consider Alten Sakai a vital element in the development of your estate plan, which may include:
Estate administration begins after a family member or friend has passed away. We understand that losing a loved one is an emotional and difficult time, and that settling the affairs of the decedent can be burdensome and confusing. We have the patience and experience to help you through the administration process which can include the following:
CPA ElderCare Services are designd to help older clients maintain control of their finances by addressing their financial, legal, and health concerns.
Financial Services: Managing finances is a complex job for people of any age, but for older adults it can become particularly difficult. Our job as CPAs is to evaluate and provide financial services. We are able to:
Legal Concerns: Planning for declining health and cognitive abilities is very important. Too often this is neglected and, in a crisis, a family’s only recourse is to a court of law. To prevent this, we can refer clients to knowledgeable attorneys who can address issues such as:
Through our work with attorneys, caregivers, financial planners, and insurance agents, we are able to coordinate services and harness the knowledge and experience of various professionals to ensure the needs of older adults are met.