Services

Don't Worry. We'll Take It From Here.

Service and peace of mind is important to us, and so it is also important that we offer the same to our clients. Whether you need help with a personal tax return or complicated transactions related to real estate or construction, we've got you covered. We'll take good care of your finances so you can be free to think about the things that matter most: your life, your business.

Business Services

For businesses, we offer the following:

• Advice and Consultations
• Co-Tenancy
• Employee Benefits
• Tax Forecasting
• Investment Planning and Management
• IRS/Oregon Department of Revenue Representation
• Contractor Services
• Real Estate Transactions
• Establishing Partnerships, Corporations and similar entities
• Start ups/organization of your new business (assisting your attorney)
• Payroll services
• Quickbooks training and support

Personal Services

For individuals, we offer the following:

• Tax Planning and Preparation
• Retirement Planning
• Estate and Trust Services