PTE Tax Services Home

2009 Tax Information

Income Individual

Business Income

Fiduciary

Estate Planning

Probate Settlement

Trust Settlement

Services Provided

Definitions

PTE Services

A year-round, full-service income tax preparation company committed to providing you the highest quality customer service in individual income, business income, and fiduciary tax returns.  We have more than 20 years' service in the tax return preparation business.  We listen to you and your concerns; we ask the right questions.  We take the time to understand your goals and objectives.

Income Tax Preparation Services

PTE Services has been advising clients for more than twelve years in the areas of Probate and Trust Settlement issues, including Fiduciary Tax Return preparation.  This specialization provides you with a knowledgeable tax person who can advise you in the areas of Estate Planning and Estate Matters.

We specialize in Fiduciary Tax Return, Individual Income Tax Return, Corporate Tax Return, Advising on Probate Settlement and Trust Settlement  Issues, and Estate Tax Return.  Forms we prepare include, but are not limited to:  706, 1040, 1041, 1065, 1099, and 1120, as well as all State Tax Forms.  PTE Services uses the latest tax preparation software for professional tax preparers.

Book Keeping and Other Services

PTE Services also provides in business and small business book keeping services, using Quickbooks Pro.

Owner Erika Agnew is an IRS Enrolled Agent with 20 years' experience in individual and business tax return preparation,12 years' probate/estate tax experience; an Oregon licensed tax consultant; Member, National Association of Tax Practitioners; and, a Notary Public.

Let us know what we can do for you!  Mail me at the above address, or Email me!