• Tax Planning Services: With careful planning clients can be fully informed of their tax situation well ahead of tax return time. Planning also allows clients to choose a course of actions to maximize their tax benefits. 
  • Tax Return Preparation: We prepare returns for individuals, partnerships, corporations, estates, trusts, retirement plans and payroll reporting. We minimize our clients taxes while advising them of the tax ramifications.
  • Client Representation: We represent clients before the IRS and the Oregon Department of Revenue if their tax returns are examined or audited. Our skills in this area are well recognized.
  • Financial Statements:  Financial statement compilation or review. 
  • Accounting Systems Review: We assist clients in designing appropriate accounting systems and methodology, we also review existing systems for efficiency and adequacy of information provided.
  • Litigation Support: Litigation support services to clients and attorneys including consulting and expert testimony in business valuation and marital dissolution cases.
  • Retirement Planning: Creation and evaluation of retirement plans for clients including pension, profit-sharing, Keogh IRA and tax sheltered annuity plans