Tax Accounting
Don’t let your hard work go to waste during tax season. Having an experienced CPA by your side can mean the difference between a tax bill and a tax refund. We help individuals, families, and small businesses minimize their tax liability and structure their assets to avoid costly tax consequences.
Our combined tax expertise and financial acumen allows us to take a comprehensive look at your financial picture. We can create a plan designed to grow your assets and reduce potential tax implications.
Some of the services we provide are:
- Tax filing
- Tax advice
- Estate Planning Consultation
- Financial document preparation
What you should know about us
We believe everyone deserves professional tax advice
Whether you are a single person who needs helping filing your taxes, or a business owner looking to make the most of the latest tax rules, we want to hear from you. We work best with individuals, families and business owners who are open to a lasting partnership and respect the value of professional advice.
Comprehensive is what we do
Your financial situation has many moving parts. Adjusting one part will—by design—affect another. Only by taking a holistic look at your finances, estate plan, insurance coverage, tax documents, and more can we understand how everything fits together. We ask you to fully engage in our process, so that we may provide the highest level of advice.
Personal treatment, professional service
We treat every client as if they are our ONLY client. What this means is you can expect a higher level of communication and a personal touch in all of our interactions. Every portfolio we manage is custom-built to match your unique goals, risk tolerance, time horizon, and personal preference.
5725 Southwest Hall Boulevard, Beaverton, Oregon 97005 | P: 503-641-0475 | Email Us