Tax Services That Look Beyond the Refund
A coordinated approach to taxes, retirement, and income
Today’s tax rules are complicated, and it’s easy to miss opportunities or make costly mistakes—whether you’re filing as an individual or running a business. ModeWealth provides tax-focused guidance that works alongside your independently engaged tax preparer, helping you think ahead, understand your options, and align your tax decisions with your long-term retirement and income goals in Salem and across Oregon.
Tax Services Individuals and Business Owners Can Rely On
More than once-a-year filing questions—year-round strategy and support
If you’ve ever wondered whether you’re paying more tax than you need to, you’re not alone. Between changing rules, new credits, and complex forms, staying compliant while also planning for the future can feel overwhelming. ModeWealth’s team, including IRS Enrolled Agents, helps simplify the process by reviewing your situation, explaining options in plain language, and planning ahead for upcoming years. Because we connect this tax-focused guidance with your broader retirement and income planning, your decisions can support both today’s needs and tomorrow’s goals.
Tax Preparation Support
From organizing documents to preparing for meetings with your tax pro
For individuals and families, we help you get ready for tax season by organizing key information, reviewing prior returns, and identifying questions to bring to your tax preparer. Our goal is to help you feel more prepared and confident before you meet with the professional who files your federal and state returns. We also discuss how major life events—such as retirement, selling a property, starting a side business, or receiving an inheritance—might affect your tax picture so you can address them proactively with your preparer.
Tax Planning
Year-round strategies to help reduce avoidable surprises
Effective tax planning happens before forms are finalized, not after. ModeWealth provides tax-aware planning support that looks at how retirement income, business decisions, and investment-related moves may influence your taxes over time. We help you explore strategies such as timing income and deductions, adjusting retirement contributions, or smoothing out withdrawals, then prepare a clear list of ideas and questions to review with your tax preparer. The result is a more intentional, forward-looking approach to your tax picture.
Estate & Trust Tax Services
Guidance for executors, trustees, and families during complex seasons
Estate and trust tax issues often appear at challenging times, when you may already have a lot on your plate. ModeWealth supports executors and trustees by helping them understand the tax-related implications of key decisions, such as distributions, property sales, and income generated inside an estate or trust. We coordinate with your chosen tax and legal professionals so the technical filings are handled by the appropriate experts while you gain clarity on the bigger picture and next steps.
Tax & Accounting FAQs
Answers to common questions about ModeWealth tax services
Where can I find a reliable tax advisor in Salem?
ModeWealth provides tax services in Salem, OR for both individuals and businesses who want more than basic data entry and a quick refund. Our team includes experienced tax professionals and IRS Enrolled Agents who focus on accuracy, compliance, and maximizing legitimate deductions and credits. We take time to understand your situation instead of rushing you through a checklist. If you’re looking for a trusted tax advisor who will also consider your broader financial goals, we’re here to help.
Can I get accounting and financial advice in one place?
Yes—one of ModeWealth’s key strengths is the ability to offer tax, accounting, and financial planning guidance under one roof. Our tax and accounting team collaborates with our financial planners to design strategies that align your bookkeeping, tax filing, and long-term goals. For business owners, that might mean coordinating small business accounting with retirement plans and exit planning; for individuals, it can include aligning investment moves, charitable giving, and Roth conversions with your tax picture. This integrated approach can save you time and help reduce costly disconnects between different advisors.
How are you different from a typical tax prep office or CPA firm?
Many tax prep offices focus primarily on getting your return filed quickly, with limited attention to long-term planning. ModeWealth certainly prepares accurate tax returns, but we also look ahead and ask how today’s decisions will affect your future. We integrate tax strategy with retirement planning, investment decisions, and business planning, rather than treating your tax return as a once-a-year task. While we offer CPA-type services, our structure as a combined tax and financial planning firm gives you one coordinated team instead of separate silos.
What types of businesses do you work with?
We work with a wide range of small and mid-sized businesses in Salem and the surrounding areas, including service professionals, healthcare practices, trades and construction, real estate-related businesses, and more. Our tax services can include business return preparation, guidance on entity choice, estimated tax planning, and coordination with bookkeeping and payroll. We tailor our recommendations based on your industry, cash flow, and growth goals, always with an eye toward keeping you compliant while minimizing unnecessary taxes.
Do you offer help outside of tax season?
Absolutely—effective tax planning happens throughout the year, not just in March and April. ModeWealth provides year-round access to our tax team for questions about withholdings, estimated tax payments, new income sources, or major financial moves you’re considering. When you reach out before making a big decision, we can model the tax impact and suggest strategies to improve the outcome. This ongoing relationship helps you avoid surprises and use the tax code proactively rather than reacting after the fact.
