ROI Tax

We believe that your accountant should be the most important financial advisor that you have.

Whether we're saving your tax dollars, helping your business grow, budgeting family finances, or planning for retirement, ROI Tax is one of your biggest assets.

06/03/2026

When it comes to taxes, timing is everything. Missing key deadlines can lead to penalties, added interest and a whole lot of unnecessary stress.

From quarterly estimated payments to filing deadlines and extension dates, there are multiple moments throughout the year that can impact your finances. And once a deadline is missed, the costs start adding up fast.

The difference? Staying ahead instead of catching up. With the right system in place, you can plan, prepare and submit everything on time, without the last-minute scramble.

We help our clients stay organized, informed and ahead of every important date so nothing slips through the cracks.
Do not let a missed deadline cost you more than it should.

ROI Tax
503.777.3353 | [email protected] | www.roi-tax.com

06/02/2026

Saving for retirement is not just about the long game; it is also one of the smartest ways to reduce your tax bill right now.

When you contribute to certain retirement accounts, like a Traditional IRA or 401(k), you may be able to lower your taxable income for the year. That means you’re not just setting money aside for your future, you are keeping more of your income today.

And if you are self-employed or a business owner, the opportunities can be even bigger. Options like SEP IRAs or Solo 401(k)s allow for higher contribution limits and even greater tax advantages.

The key is choosing the right strategy for your income, goals, and business structure. Done right, retirement planning becomes a powerful tax-saving tool, not just a savings habit.

Don’t leave money on the table or guess your way through it.

Ask us which retirement strategy fits you best.

ROI Tax
503.777.3353 | [email protected] | www.roi-tax.com

05/29/2026

How you earn your income matters more than most people realize. Whether you are a W-2employee or a 1099 contractor, your tax responsibilities and opportunities look very different.

W-2 employees have taxes automatically withheld, making things more predictable. But deductions and flexibility are limited.

Understanding your classification is the first step to building a smarter tax strategy and avoiding
surprises.

Not sure where you fall or what it means for you?

Contact us for a quick, personalized
guidance.

ROI Tax
503.777.3353
| [email protected] |
www.roi-tax.com

05/26/2026

Running a business is already a full-time job, tracking every possible tax deduction usually is not top of mind. But that’s exactly where money gets left on the table.

Many business owners overlook key deductions like mileage, home office expenses, equipment depreciation and retirement contributions. Individually, they might seem small, but together, they can make a major impact on your total tax bill.

The good news? These are fixable. With the right planning and guidance, you can take control of your tax situation and keep more of what you earn.

Do not guess when it comes to your business finances.

Get a business tax review and uncover what you might be missing.

ROI Tax
503.777.3353 | [email protected] | www.roi-tax.com

05/20/2026

Too many people wait until tax season to think about their finances, but by then, most opportunities are already gone.

Filing your taxes is reactive; it reports what has already happened.

Tax planning, on the other hand, is proactive. It’s about making smart, strategic decisions throughout the year that legally reduce your tax burden before it’s locked in.

Don’t just file—plan ahead and keep more of what you earn.

Book your mid-year tax strategy session today.

ROI Tax
503.777.3353
| [email protected]
| www.roi-tax.com

05/18/2026

Choosing the wrong deduction strategy can cost you thousands. We break down when itemizing makes and when the standard deduction is the smarter move.

Message us “DEDUCTIONS” for a personalized review.

ROI Tax
503.777.3353
| [email protected]
| www.roi-tax.com

05/04/2026

PT 2.

The IRS said “here’s your refund”… and suddenly you have money to spend.

What do people spend their money on?

Or….

Shopping & Treating yourself, Traveling & Experiences, Big Purchases.

So get that refund! And share in the comments what you are spending yours on!

ROI Tax
503.447.7773 | [email protected] | www.roi-tax.com

04/22/2026

Tax season may end, but our support does not!

At ROI Tax, we provide year-round guidance to help you stay prepared, organized, and confident in your finances.

From planning ahead to answering questions throughout the year, we are here whenever you need us, not just in April.

Contact us today! Let's talk!

ROI Tax
503.447.7773 | [email protected] | www.roi-tax.com

04/15/2026

Today is Tax Day!

Make sure your return is filed, or your extension is submitted, before the deadline! If you are feeling overwhelmed or unsure, you are not alone. Our team is ready to assist and ensure everything is done accurately and on time.

Let’s finish strong!

ROI Tax
503.447.7773 | [email protected] |
www.roi-tax.com

04/13/2026

A quick reminder as April 15 approaches!

It is not just Tax Day, it is also the deadline for the first quarterly estimated payment for 2026.

Staying on top of these payments can help you avoid penalties and keep your finances on track.

Need help calculating your estimate? We are here to help.

ROI Tax
503.447.7773 | [email protected] | www.roi-tax.com

Address

17355 Boones Ferry Road, Suite E
Lake Oswego, OR
97035

Website

https://linktr.ee/ROITax

Alerts

Be the first to know and let us send you an email when ROI Tax posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to ROI Tax:

Shortcuts

Want your business to be the top-listed Accountant in Lake Oswego?