Meet Your New Partners in Making Your Business Succeed.

 
 

Our Services

We build strategies, systems, and structures to help clients maintain accurate records, meet current financial obligations, comply with tax reporting requirements, plan for the future, and maximize wealth accumulation.

Recent Posts

Income Volatility and Tax Planning: Strategies for High Earners, Entrepreneurs, and Commission-Based Professionals
April 24, 2026

Most tax advice is written for people with predictable paychecks. Same employer, same withholding, same general ballpark every single year. File in April, maybe get a refund, move on.

What Triggers an IRS Audit—and What Usually Doesn’t
April 17, 2026

Few things produce the kind of stomach-drop feeling that a letter from the IRS does.

What Financial Documents a CPA Needs to Give Accurate Advice
April 10, 2026

There's a moment most small business owners and individuals recognize immediately.

Why Reconciling Bank Accounts Regularly Matters More Than Most Business Owners Realize
April 3, 2026

Most small business owners know they're supposed to reconcile their bank accounts.

What Business Owners Should Know Before Hiring Their First Employee
March 25, 2026

Bringing on the first employee changes everything about how a business operates. What worked as a solo act doesn't scale once someone else is on payroll expecting regular paychecks.

 

About Us

Our relationships with clients extend beyond financial recordkeeping and reporting. We understand the dynamics that affect their personal and professional lives. We listen to their goals and dreams. We work collaboratively to develop plans that transform ambitions into reality.

Jim Samplename

CPA, President

Jim is the Principal and Founder of the firm. He has served a host of individuals and small business owners in his 30+ years as a practicing Certified Public Accountant. John holds a Bachelor of Science in Accounting and Master of Business Administration from Oregon State University. He is an active member of the Oregon Society of Certified Public Accountants.

jim@jsassociates.com


Industries Served

Associations • Attorneys • Consultants • Contractors • Dealerships • Dentists • eCommerce • Landlords • Physicians • Retail Stores • Restaurants • Schools • Social Service Agencies

  • Jim Samplename was an absolute pleasure to work with: professional, courteous, and friendly.

    -- Martha H.

  • Amanda Test patiently and fully answered all of our questions, and had a some specific recommendations for us that would increase our tax refund for next year. She is professional, friendly, and keeps everything simple.

    -- David K.

  • John Doe is competent, approachable, efficient, and delightfully personable. He always makes time to address my questions in a very timely manner.

    -- Dianne W.

Let's Start Talking

Let's discuss your situation so that we may understand your objectives and determine whether we have the ability to provide service and value.

First consultation is free.

Call (555) 111-2222

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