Under One Roof

We integrate and potentially maximize your tax benefits.

INTEGRATED TAX SERVICES, LLC

Our affiliate, Integrated Tax Services (ITS), can handle all of your tax preparation needs. As a client, you can take advantage of this service. As your financial planners, we gain the ability to closely monitor the implementation of tax strategies developed during the planning process.

JOHNSON BIXBY CAN ALSO DO THE FOLLOWING FOR YOU:

  • Coordinate retirement plan contributions and distributions to better manage tax brackets from one year to the next.
  • Reduce the time and hassle around gathering investment documents necessary for tax return preparation because ITS has ready access to information regarding Johnson Bixby-held assets.
  • Provide more accurate estimates of future tax payments based on forward-looking planning strategies rather than solely on taxable events that happened the previous year.

OUR TAX TEAM

Melissa L. Spoharski, EA and Becky Salsburg, EA, CFP® are our tax professionals.

EA stands for Enrolled Agent. EAs are federally-licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the Internal Revenue Service. To become EAs, Melissa and Becky both passed the IRS Special Enrollment Examination, and to maintain their EA status, they are required to complete 72 hours of continuing education every three years.

Make an appointment to meet with Melissa or Becky at our Vancouver office or mail your information first and discuss your taxes during a phone appointment. For more information, or to request an organizer packet, call our ITS line at 360-695-4402.