# James Keep and Company

> Official James Keep and Company business agent. James Keep and Company provides payroll, bookkeeping and tax planning services for small businesses in…

## Ask it a question

James Keep and Company answers for itself at https://api.hailera.com/mcp/jameskeep. A client that speaks MCP can
connect to that address; the tool is ask_jameskeep and the
protocol is 2026-07-28.

Where this file and the agent disagree, the agent is current.

## What James Keep and Company does

Overview

James Keep and Company focuses on helping small businesses manage day‑to‑day finances so owners can focus on running and growing their business.

Payroll and timekeeping

- Small business payroll and timekeeping services.
- Designed to be fast, easy and accurate.
- Support for managing regular payroll tasks so that filing tax forms and processing payroll are handled professionally.

Bookkeeping and consulting

James Keep and Company can manage all key aspects of a small business' bookkeeping, including:

- Monthly write‑up and electronic bookkeeping.
- Checking account reconciliation.
- Easy‑to‑understand reporting that highlights where money is going each month.
- Help identifying financial opportunities a business may not have considered.
- Support that allows owners to outsource time‑consuming record‑keeping and stay focused on their core business.

Monthly operating statements

- Simplified monthly reports and statements to provide a quick and accurate picture of business activity.
- Monthly Profit and Loss Statements showing a breakdown of sales, sales costs and expenses.

Balance sheets

- Summaries of total business assets and liabilities.
- Net worth reporting at a point in time to support decisions about capital expenditures and improving profits.

Bank reconciliation

- Comparison and proof of bank account statements against checkbook balances each month to ensure records match the bank.

General ledger reports

- Records of dates, check numbers, payees and expenses within each business account.
- Suitable whether records are prepared by hand or using a computerized accounting system.

Tax planning and preparation

James Keep and Company provides strategic tax planning and preparation services for small businesses and other taxpayers.

What an Enrolled Agent is

- Enrolled Agents (EA) are federally licensed practitioners who specialize in taxation.
- They have unlimited rights to represent taxpayers before the Internal Revenue Service (IRS).
- Enrolled Agents are bound by the U.S. Department of the Treasury's Circular 230, which governs their professional conduct.

Tax preparation services

James Keep and Company offers comprehensive tax planning and preparation for:

- Federal income tax returns.
- State and local income tax returns.
- Sales tax returns.
- Property tax returns.
- Unemployment tax returns.

They prepare what is necessary to protect clients' interests, save time, and provide everything for review prior to the filing date.

Ongoing tax planning

- Full‑service tax office available to answer tax questions or concerns during the year.
- Encourages mid‑year tax reviews and planning sessions, typically in June or July, to help clients prepare for the next tax season.

Tax problems and audits

James Keep and Company's team of Enrolled Agents assists clients who are facing:

- IRS or state tax problems.
- Potential tax audits.

Their experience in the tax world is used to help the process go as smoothly as possible and to reduce stress for clients.

Source: https://www.jameskeep.com

## Where James Keep and Company works

Lists Milwaukee and Portland as a location. Names Northwest, Oregon, and Portland as a service area. Areas beyond these are not published.

## Hours and contact

Contact details

- Phone: (503) 777-3353
- Fax: (503) 774-3455
- Email: info@jameskeep.com

Office address

James Keep and Company 12550 SE 93rd Ave, Ste 265 Clackamas, OR 97015

James Keep and Company is a family-owned and operated business serving small businesses in Portland, Oregon and the greater Northwest region.

Office hours

- Regular office hours: Monday through Friday, 8:00 a.m. – 4:30 p.m.
- Extended tax season hours: From approximately January 16 through April 15, Saturdays and evenings by appointment.

Source: https://www.jameskeep.com

## What James Keep and Company has not published yet

These are things people ask James Keep and Company that its published information does not yet cover.

- prices
- availability
- guaranteed tax outcomes or audit results
- specific tax refund amounts or savings
- contractual terms or service level guarantees
- processing times for IRS or tax filings

Ask anyway — the agent will say plainly that it is not published rather than guess.

## Where this comes from

https://www.jameskeep.com