Taxes by Katie

Katie St Ores CFP®, ChFC®, EA specializes in tax preparation, tax optimization strategies, business consulting, and financial planning.  Virtually and with offices in beautiful McMinnville Oregon.  

Katie has a professional background which includes being a Licensed TAX Consultant, Enrolled Agent (tax professional empowered by the Dept. of the Treasury), Certified Financial Planner, Chartered Financial Consultant, and a Registered Investment Advisor.  

Tax Preparation

Personal Taxes | Whatever you paid last tax year if done by a professional

Small business tax preparation | $TBD

Corporate taxes | $TBD

Here's a YouTube video on what you'll need to prepare for tax season.

Tax Worksheets

Real Estate - Agents  |  Realtors  |  Brokers