CPA | BEND, OR
We know taxes. Let us inject value into your financial life.
PERSONAL INCOME TAXES
We offer income tax preparation and planning services to a wide range of clients. We are knowledgeable in numerous avenues of tax law, including real estate, rentals, investments, farming activities, sole proprietorships, tax credits, deductions, multi-state returns, and more. Our clients include everyone, from small business owners, retirees, and investors to wage earners and corporate executives. We go beyond the scope of income tax preparation to provide a higher level of service for our clients.
BUSINESS INCOME TAXES
We prepare income tax returns for various business entities, including partnerships, LLCs, S corporations, C corporations, and sole proprietorships. Our clients operate in numerous industries, including real estate, medical, legal, dental, tech, consulting, financial, construction, food and beverage, etc. Our service offerings extend beyond income tax preparation.
ESTATE, TRUST, & GIFT TAXES
We prepare income tax returns for estates and trusts, estate tax returns (death or inheritance tax returns), and gift tax returns. Our firm has a long history of assisting clients with various estate tax preparation and planning needs. Are you seeking estate planning assistance? Are you dealing with the loss of a loved one? Have you been appointed as a responsible party for an estate or trust? Do you want to plan for future generations? We are an integral part of our client’s financial team and work well with attorneys and investment advisors to navigate emotional situations.
TAX PLANNING & CONSULTING
We offer tax planning and consulting as proactive, forward-looking services, which are incredibly valuable to our clients. We are available year-round to assist with various planning needs, including but not limited to income tax projections, business sales and purchases, budget analyses, accounting services, and more. No matter the objective, we can help you or refer you to someone who can take care of your needs.