Business & Personal Tax Services You Can Trust
Strategic accounting, clear advice, and modern solutions from a virtual, CPA-run tax & accounting firm serving the Southern Oregon Coast and beyond.
Your virtual choice for modern tax and accounting solutions.
At SoCo, we blend professional precision with modern efficiency. Whether you’re an individual managing investments or small business owner looking for clarity, our approach is proactive, transparent, and designed to save you time and money.
We offer seasonal tax preparation, year-round advisory, and access to trusted bookkeeping partners, all within a streamlined, virtual experience.
Business Tax Filing & Strategy
Running a business is hard. Your taxes don’t have to be.
We help businesses—from partnerships to LLCs to corporations—manage their tax filings, plan for growth, and stay compliant. Services include:
Corporate, partnership, and LLC tax returns
Multi-state and multi-entity filings
Tax planning and forecasting
Entity selection and structure consulting
Business sale and succession planning
Personal Tax Filing & Compliance
Your financial picture is unique. So are your taxes.
SoCo helps entrepreneurs and business owners file their personal taxes confidently to minimize surprises. We take time to understand your full financial picture, ensuring every credit, deduction, and investment is considered. Services include:
Federal personal tax returns
Investment, rental property, and side-income reporting
Retirement and estate considerations
Amended or prior-year returns
IRS and state correspondence assistance
Tax Planning & Financial Advisory
Tax decisions shape your entire financial picture.
As both a CPA and CFP®, our founder helps clients align tax strategy with cash flow, investments, and long-term goals. Whether you’re selling an asset, expanding operations, or preparing for retirement, we bring clarity to every decision. Services include:
Tax-efficient investment and retirement planning
Growth and exit strategy development
Cash flow and profitability analysis
Ownership transitions and partner buy-ins
Real estate transactions and capital gains planning
Book your free consultation with a CPA.
A simple, transparent process, built for your long-term success.
Discovery
We start with a conversation to understand your goals and current financial setup.
Plan
Together, we outline the best tax and accounting approach for your situation.
File & Advise
You get timely, accurate filings and proactive insights to keep you positioned for the next wave.
