Income Tax Planning and Return Preparation 

It has been argued that anyone can follow instructions, enter numbers on forms, and do the math required to file a tax return. What really matters is the expertise to discern what numbers are appropriate, to decide what forms are most beneficial, to interpret the instructions, to know if, when, and how they apply, and to arrange your tax affairs to optimize tax savings. 

At Isler of Klamath Falls, we are confident that our tax professionals are experienced and trained like no one else, to recognize, orchestrate, and optimize key tax-efficient planning opportunities. We go far beyond the number crunching exercise to make certain only the right numbers get crunched. Corporate, partnership, fiduciary, estate, trust, payroll, employee benefit plans – Isler of Klamath Falls stands ready to help you with all these and other core tax planning and preparation needs.

Accounting, Financial Reporting and Attest Reporting Services 

What is it that distinguishes Isler of Klamath Falls from others offering public accounting services? After all, these firms are governed by the same professional rules and deal with the same financial reporting standards and tax codes. 

While many of these firms are very good at what they do, we are not satisfied with being merely very good. Whether it’s one of our partners assisting a business owner, a secretary or assistant taking a message, or an associate working with your accounting staff, we want you to know and feel that your needs come first and that you can count on all of us as part of your team. Excellence is our standard and helping you succeed in reaching your goals is our quest.

Accounting, Financial Reporting, and Attest Reporting Services

In each of our offices you will find seasoned professionals with uncommon expertise and enthusiasm to assist you with all of your accounting and financial reporting needs. Say your accounting staff merely would like someone to talk to periodically to confirm the proper recording of your business transactions. 

Maybe you could use our assistance with formatting, evaluating, or understanding your internal financial reporting process. Perhaps you need our assistance to prepare and evaluate Audited, Reviewed, or Compiled financial statements for outside users (we refer to these generally as “attest” reporting services). 

Maybe a specially designed Agreed-upon Procedures reporting arrangement will suffice in place of more costly required audited or reviewed financial statements. Isler of Klamath Falls has the expertise and is prepared to respond to these and other core accounting, financial reporting, and attest reporting needs. 


Business Planning, Consulting, and Advisory Services

Are you starting a business and concerned about choosing the right business entity? 

We can help you navigate the maze of alternative business entity choices and determine the most advantageous form of operating your business. 

What specific Business Entity Alternatives advisory services can Isler offer me? 

We will help you select a business structure designed to minimize taxes and accommodate both short and long-term goals of the business and its owners. Many businesses are established without fully considering the variety of alternative business entity forms, leading to unintended consequences or complications. We start with an understanding of your business plans. Will we then review and discuss with you the benefits and challenges of available business structure alternatives in a way that helps you select the most advantageous entity structure consistent with your personal and business plans. 

What is Strategic Planning?

At Isler of Klamath Falls', we view Strategic Planning as the process of developing an action plan, which, like a road map, will guide an organization step-by-step toward the achievement of desirable, prioritized goals over a three to five-year timeframe.

How can I benefit from Isler’s expertise in Strategic Planning? 

Desirable results are best assured when goals are defined and effective strategies are developed to guide an organization toward achieving those results. Isler of Klamath Falls' professionals are experienced in facilitating development of a more focused definition of what an organization wants or needs, a more productive process of achievement, greater success, and a more measurable assessment of that success. 


Estate Planning

Are you concerned about how to preserve, protect, and distribute your wealth?

Isler of Klamath Falls' estate tax planning expertise will help you develop and achieve efficient wealth management and transfer strategies to meet your personal and business goals.

How can Isler’s estate planning expertise specifically benefit me?

Our professionals take a comprehensive view of your estate and your wealth transfer goals and plans. We will first help you establish a game plan for transferring your personal assets and then assist you in making informed decisions that enable you to achieve these objectives in a tax efficient manner. As we work closely with you to formulate realistic wealth transfer goals and objectives, we will also help you design a sound estate plan that allows you to control the transfer of your wealth according to your personal desires. Like some others, you may prefer a trusted, personal relationship in administering the affairs of your estate, and our professionals may be able to assist you in certain trustee and administration functions to see that your wishes are fulfilled. 

Why do I need Isler’s professional guidance in planning my personal estate affairs?

The ultimate benefit of a properly designed estate plan is the assurance that family members and other beneficiaries receive appropriate assets in an orderly and efficient manner. Our professional guidance will also bring you peace of mind and satisfaction in knowing that your wealth transfer objectives are achieved according to your wishes, with minimal estate tax consequences and administrative costs. 

What are the consequences of not seeking Isler’s estate planning expertise?

Perhaps the most common negative consequence of improper guidance in estate planning matters is the transfer of one’s wealth to tax agencies instead of to preferred beneficiaries, including family members. Without an orderly and efficient plan, wealth transfer efforts are typically more costly and time-consuming, causing families needless frustration and anxiety. Those who initially or eventually seek our guidance will be pleased to find that appropriate measures can be taken to set you on a sound course to accomplishing your estate planning objectives 

Be sure to consult an Isler professional about your estate planning matters. We will help you develop a successful wealth transfer plan and encourage you to see estate planning as a lifetime exercise and a dynamic process that is best begun early in your lifetime.


Retirement planning 

Is Retirement Planning part of your present as well as part of your future?

We emphasize the prudence of early planning for your retirement future. Isler of Klamath Falls professionals are skilled in helping you develop and implement tailor-made retirement planning strategies designed to help you reach your personal retirement goals. At the same time, we take a comprehensive look at your personal wealth protection and preservation goals and integrate them with sound estate planning and personal financial planning strategies. 

How can I personally benefit from Isler of Klamath Falls' expertise in my retirement planning?

Many individuals and families are typically unprepared to face the financial commitments and needs that will greet them upon their retirement. They are equally unsure about what action plans to implement today to achieve their retirement objectives. In addition, they may not know about or fully understand the nature and extent of tax consequences of such decisions or strategies.  Isler of Klamath Falls will help you understand the challenges and opportunities we all face in our retirement years. We will draw on years of retirement planning expertise to help you engage resources and strategies that produce sound solutions to your specific retirement planning challenges. You will be better-informed and prepared to make investment and retirement decisions consistent with your objectives. You will also better understand the consequences of those decisions.

What are the consequences of trying to do this planning on my own, without Isler of Klamath Falls’ expertise? 

We all can benefit from the experiences of others. Postponing the retirement planning process, or making these decisions without the benefit of guidance from experienced professionals, can have dire consequences, especially when the unexpected happens. You may not fully realize the impact of the decisions you make today upon your retirement goals. You may miss valuable opportunities to take action today that will result in a delay or failure in your preparations for the future. 

Do not delay in establishing sound retirement planning strategies that can work for you today in preparing you for tomorrow. For your peace of mind and security, let Isler of Klamath Falls be the catalyst and the lead member of your winning team to help you put those successful strategies in place.