We are a small, locally-owned firm dedicated to our client's success!
We specialize in the tax preparation of individual and small business tax returns as well as business accounting — specifically payroll and bookkeeping services. Our desire to provide superior client service has brought us to create a simple, online presence as we strive to continue to deliver high quality professional service and guidance. We pride ourselves on being proactive and responsive to our clients’ inquiries and suggestions. 2022 Tax Filing Season is fast approaching. Read important details below.
We will open up our appointment portal by December 31, 2022. We will continue to have limited In-Person Meetings, so if nothing has changed please opt for a Conference Call (video or phone) available during the Spring, Summer and Fall months or share your information via our secure office drop box, secure online portal (ShareFile), email (password-protected a plus) or regular mail/delivery services.
2022 Tax Filing – Special Info
Thank you for your support as we believe in mutual respect in all of our client relationships. We expect to meet your deadlines and encourage you to meet ours in order to achieve an accurate and timely tax filing. Tax preparation is deadline sensitive therefore it’s vital that you respond to our information requests in a timely fashion to avoid any interference in our ability to work together.
For the 2022 Tax Filing Season, we require that you provide your tax documents in their entirety to our office no later than Wednesday, March 22nd, 2023 (February 22nd for partnerships and S corps), or we reserve the right to place you on an extension. It is our preference to place Tax Organizers on ShareFile in order to save resources and keep our internal costs under control. If you do not see a paper organizer by December 22, 2022, and would like one — kindly call our office line and request one at 541-306-4331. As always, we look forward to working with you!!!
Please use the contact buttons below, or call us, to make appointments or discuss your tax and payroll questions.
For TAX services:
PO Box 2268
Bend, Oregon 97709
Monique M. Sanvitale, EA, LTC
IRS License #91626-EA
Oregon License #31027C
Spencer T. Sanvitale, LTP
Oregon License #1922695P
For PAYROLL and BOOKKEEPING services:
19550 Amber Meadow Drive, Suite 130-125
Bend, Oregon 97702