For tax years after December 31, 2012, individuals, trusts, and estates are subject to a 3.8 percent Net Investment Income Tax (NIIT), if their modified adjusted gross income (MAGI) exceeds a threshold amount determined by their filing status: married filing joint, married...Read More
We believe that the right people working together will come to the right answers for our clients. Our team is comprised of innovative and strategic thinkers who are respected for their integrity and commitment to provide the highest quality accounting services to businesses, corporations, non-profits, government entities, individuals, and trusts. We form a partnership with our clients to further their goals through income tax services, financial statement assurance services, accounting and business consulting, estate planning, and computer support services.
Established in 1968, Boldt Carlisle + Smith is a certified public accounting firm offering tax, audit, accounting, estate planning, and IT services. We have offices in Salem, Stayton, and Albany. Please contact us today!
News & Articles
In certain situations it is necessary for individuals to make estimated tax payments using the Form 1040-ES payment voucher. Estimated tax payments are necessary when income is derived from sources that are not subject to withholding such as...Read More
QuickBooks 2014 is making the accounting of returned (bounced, bad, or NSF) checks a snap. This new feature has been desired for a long time, and works very well in the accounting end of QuickBooks. Not only will it record the charge in your bank account, record the bill to the customer for the bank...Read More
Every time a new version of QuickBooks is released, clients ask us if they should update. Some are intrigued by potential new functionality that may make them more efficient. Others think they are required to do so. Both scenarios may be true depending on your situation. Generally, QuickBooks versions are good for 3.4 years. Thus, if...Read More