The Wide Range of Services Offered By Sonja L Haaby at Haaby & Associates, LLC

Sonja Lenore Haaby
Sonja Lenore Haaby

Owner of Haaby & Associates, LLC, Sonja L Haaby has over 13 years of tax consulting and preparation experience under her belt. By setting a strong working foundation through developing a relationship to understand her clients’ needs, core values, goals and vision, she works with them to plan for success.

The services offered by Sonja L Haaby at Haaby & Associates, LLC include the following:

Tax Preparation

Stepping beyond the role of an accountant, Sonja serves as an advisor and strategist for her clients while providing them individual and business tax preparation services. Apart from individual and business tax return preparation, she also offers gift & estate tax return preparation, partnership & corporate tax preparation, and out of-state returns.

Tax Planning

Sonja L Haaby closely works with her clients to advise them on tax saving strategies, which can help minimize their bottom line. Some examples of tax planning include: deciding whether to file jointly or separately, timing the sale of an asset, identifying applicable deductions, etc.

Bookkeeping and Business Management

Sonja and her team can also help you with bookkeeping so you can focus on generating business profits instead of taking care of your books. So, while you enter your invoices and receive payments into QuickBooks, she can reconcile your accounts and prepare monthly financial statements for you.

New Business Formation

Sonja also offers new business formation services that help you avoid the common mistakes which many new small business owners make when starting their new venture. She’ll help you manage the lowest possible tax exposure while assisting you on how to best take distributions from your company.

Tax Resolution

She is experienced at working with the IRS and Oregon and uses her expertise and years of experience in bringing about the best resolution to your tax problems.

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