Fluence LLC Introduces SafeSend Returns® for Tax Return Delivery

We are pleased to offer SafeSend Returns to our clients as our secure, electronic tax return delivery system. The client-friendly interface walks you through a guided process that includes on-screen review of… Continue On +

The Importance of Small Businesses Keeping Good Records for the IRS on Mileage, Meals, and Travel

When running a small business, maintaining meticulous records isn’t just advisable; it’s essential, especially when it comes to dealings with the IRS. Specifically, keeping detailed records of mileage, meals, and travel can… Continue On +

Downtown Business Incentive Credit **update**

As you’ll recall from the Fluence blog sent in late 2023, the City of Portland released its “Downtown Business Incentive” (DBI) credit program, which is a temporary non-refundable credit program to incentivize… Continue On +

Recharging Your Practice for 2025: A Fresh Start for Growth and Success

The new year is a time for reflection, goal setting, and renewal—and as a dentist, it’s also a chance to rejuvenate your practice and professional outlook. The fast-paced changes in technology, patient… Continue On +

SafeSend One Client Portal

We are pleased to offer our clients the SafeSend One Client Portal as a way for you to keep your tax documents, and manage any action items, all in a central location.… Continue On +

Update On Corporate Transparency Act and FinCEN’s BOI Reporting- Feeling Confused on What You Are Required to Do? So Are We!

There have been several developments since our last blog on December 13th, 2024, https://www.fluenceportland.com/consulting/corporate-transparency-act-cta-and-fincens-boi-reporting. On December 23rd, 2024, the Fifth Circuit Court of appeals ruled in favor of the Justice Department lifting… Continue On +

Corporate Transparency Act (CTA) and FinCEN’s BOI Reporting

There have been several recent developments surrounding the CTA and BOI reporting that we recently released a blog about – https://www.fluenceportland.com/consulting/potential-action-item-business-ownership-information-boi-filing.   Since the release of that blog a Texas federal court TEMPORAILY… Continue On +

OHA Cyber Insurance

You could be at risk if you see patients with Delta/Moda coverage The Oregon Health Authority (OHA) has recently come out with new requirements for dental practices that see patients with Oregon… Continue On +

Trent Announcement

Fluence is pleased to announce Trent Miller, CPA, is returning to the firm as of December 2, 2024. Trent started his accounting career at Fluence in 2014 and has spent the last… Continue On +

POTENTIAL ACTION ITEM – Business Ownership Information (BOI) Filing

Who this Affects: If you registered your business with the Secretary of State’s office, you are required to file the BOI filing. This is required for each entity you form. Fluence is… Continue On +

S.M.A.R.T. Goal Setting

Setting and achieving goals can be challenging, with many obstacles standing in the way of success. However, starting with a clear strategy significantly increases the chances of reaching your goals. Since 1981,… Continue On +

UNCLAIMED PROPERTY REPORTING SITES OPENING SOON

Unclaimed property audits have been on the rise recently and we want to remind everyone of the upcoming deadlines and steps that need to be taken for each state’s annual unclaimed property… Continue On +