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Business Tax Resources

Navigating the complexities of financial management can be daunting. Missteps not only lead to complications but can also be financially detrimental. At Valdivia Financial, we understand these challenges and are committed to offering our unwavering support at every turn. More than just assistance, we believe in empowering you with essential knowledge and tools. This resource guide is designed to help you make informed financial decisions, featuring a curated list of resources and links tailored for Oregon business owners. Let us help you understand and manage your finances with confidence.

Tax Deductions for Construction Workers
(Independent Contractors)

Independent contractors in the construction industry can benefit from knowing which expenses are deductible. This guide covers everything from vehicle expenses to tools and equipment, ensuring that you maximize your deductions and minimize your tax liability.

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Tax Deduction Tips for Restaurant and Food Cart Owners

Whether you own a brick-and-mortar restaurant or a food cart, this guide is tailored to help you navigate the specific tax deductions available to your business. From food inventory and kitchen supplies to employee wages and utilities, ensure you're taking full advantage of the deductions available to you.

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Tax Reporting for Contract Labor

If your business hires contract labor, understanding the tax implications is crucial. This guide outlines the necessary steps for reporting payments to independent contractors and ensures compliance with IRS regulations. From issuing 1099 forms to tracking payments, simplify your tax reporting with our comprehensive checklist.

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Crypto Tax Reporting

This guide is essential for anyone dealing with cryptocurrencies. It helps you navigate the complexities of crypto transactions, ensuring accurate reporting of gains and losses for tax purposes. Stay compliant with the IRS regulations with our comprehensive checklist.

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Tax Deduction Worksheet for Day Care Providers

Tailored for day care providers, this worksheet simplifies tax preparation by outlining deductible expenses and necessary income reporting. It helps maximize your deductions while ensuring all income is accurately declared, from supplies to facility costs.

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Tax Deductions for Real Estate Agents

Real estate agents can find tax time challenging due to the variety of deductible expenses. This checklist covers everything from home office deductions to marketing expenses, ensuring you don't overlook any potential savings.

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Tax Deductions for Self Employed

Designed for the self-employed, this checklist helps you navigate Schedule C, ensuring you claim all eligible expense deductions. From home office costs to vehicle expenses, streamline your tax preparation with this essential guide.

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Tax Deductions for Landlords/Property Owners

Landlords, make tax season easier with this Schedule E checklist. It guides you through deductions for rental property expenses, including repairs, management fees, and depreciation, helping to maximize your return.

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Tax Deductions for Farmers

Farmers can benefit from numerous tax deductions and credits. This checklist ensures you claim all relevant expenses, from equipment purchases to livestock feed, optimizing your Schedule F filing.

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Tax Deductions for Teachers/Educators

This worksheet is dedicated to teachers and educators, highlighting deductions for classroom supplies, professional development, and other unreimbursed expenses. Ensure you're rewarded for your investment in education.

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Tax Deductions for Truck Drivers

Specifically for truck drivers, this checklist covers deductible expenses unique to the profession. From fuel costs to maintenance and lodging, ensure you're maximizing your deductions and keeping accurate records.

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Financial Calculators

Clergy Housing Allowance Worksheet
Use this calculator to help determine the amount that a member of the clergy can claim as a housing allowance.

Self-Employment Tax Calculator
If you are self-employed, operate a farm or are a church employee use this calculator to determine your self-employment taxes.

Business Calculators Business Valuation - Discounted Cash Flow Calculator
This tool calculates a business valuation based upon the discounted cash flow methodology - illustrating how changes in projected growth rates and capital assumptions impact the business Net Present Value.

Cash Flow Calculator
Having adequate cash flow is essential to keep your business running. Use this calculator to help you determine the cash flow generated by your business.

Equipment Buy vs. Lease Calculator
Should you lease your equipment or finance it? Find out with this calculator!

Oregon Tax Resources

Where's My Refund? - Oregon
Directly check the status of your Oregon tax refund at the Oregon Department of Revenue's "Where is my refund?" page. You'll need the Social Security number of the first person listed on your return, the type of tax return filed, and the amount of refund requested.

Oregon Department of Revenue - General Information
For comprehensive information about taxes in Oregon, including contact details and how to get help, visit the Oregon Department of Revenue's main page.

Revenue Online Help - Oregon
For detailed instructions on using the Revenue Online portal, including how to amend a return, make payments, and update personal information, visit the Revenue Online Help page.

Individuals Section - Oregon Department of Revenue
This section offers resources for individuals, including forms, filing returns, making payments, and understanding consumer tax programs. It's a valuable resource for small business owners as well.

Federal Tax Resources

Where's My Refund? - Federal
Check the status of your federal tax refund by entering your social security number, filing status, and the exact amount of your refund on the IRS's "Where's My Refund?" tool.

Pay Your Federal Taxes Online - IRS Direct Pay
Use the IRS's Direct Pay tool to pay your individual tax bill or estimated tax payment directly from your checking or savings account at no cost.

Per Diem Rates - GSA
The General Services Administration (GSA) provides per diem rates which can be used for reimbursement for travel expenses within the United States.

Electronic Federal Tax Payment System (EFTPS)
A free service from the U.S. Department of the Treasury to pay your taxes online or via phone. It's used for all types of federal taxes, including payroll taxes.

Paycheck Checkup - IRS Tax Withholding Estimator
The IRS recommends doing a paycheck checkup using their Tax Withholding Estimator to make sure the right amount of tax is being withheld from your paycheck.

Request a Copy of Your Tax Return - IRS Get Transcript
You can request a transcript or an actual copy of your tax return from the IRS by following their guidelines.

Small Business and Self-Employed Tax Center - IRS
A comprehensive resource for small business owners and the self-employed, providing access to tax information, tools, and resources.

Understanding Your IRS Notice or Letter - IRS
If you receive a notice or letter from the IRS, this resource provides information on what it means and what steps you should take.

Taxpayer Advocate Service - IRS
An independent organization within the IRS that helps taxpayers resolve problems with the IRS and recommend changes to prevent future problems.

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Equipment Buy vs. Lease Calculator

Should you lease or buy? Use this calculator to find out! The tool calculates monthly payments and your total net cost. By comparing these amounts, you can determine which is the better value for you.

Valdivia Financial Inc
4985 Battle Creek Rd SE Suite 140
Salem, OR 97302

Information and interactive calculators are made available to you only as self-help tools for your independent use and are not intended to provide investment or tax advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.