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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 computer support. We have offices in Salem, Stayton, and Albany. Please contact us today!

News & Videos

Fall is a Busy Time For Income Taxes

As the month of September begins many people are focused on the end of summer and back to school activities. However, fall is a busy time for income taxes, and there are a number of key dates to note. The first date to take note of is September 15, 2015: If you extended the filing due…

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Bentz Named to Cannon Financial Institute Faculty

We are pleased to announce that Clint Bentz, CPA, CMA, has been selected as an adjunct faculty member for the Cannon Financial Institute Trust Tax School. Clint is an expert in family succession issues and leads the trust and estate practice group. He recently helped draft and pass the overhaul of Oregon’s estate tax laws. Cannon Financial…

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Carryovers to Next Tax Year – Who Should Know About These

Capital gains and qualified dividends are taxed at a variety of rates for federal tax purposes. Currently, the common rates include 0, 15, 20, and 23.8 percent. You might be surprised to know the characteristics of taxpayers who have been able to make use of the zero percent tax rate on capital gains and qualified dividends.

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