Business Details
50+ Years
experience
Certified Public Accountants in Eugene, OR
Established in 1968, our firm has built a reputation as a trusted partner for individuals and small businesses in the Eugene/Springfield area. We combine over five decades of local experience with personalized service to deliver sound financial advice tailored to each client's unique needs. Our team of certified professionals specializes in tax planning, accounting, and financial strategy, ensuring compliance while optimizing financial outcomes. We prioritize timely, accurate information and leverage advanced technology to empower informed decision-making. With a focus on building long-term relationships, we provide customized solutions that address both immediate requirements and future goals.Our commitment to excellence is reflected in our membership with the Oregon Society of CPAs and AICPA Tax Division. We take pride in our Oregon roots and maintain a client-centric approach that emphasizes transparency, integrity, and dedicated support. By staying current with evolving regulations and industry trends, we help clients navigate complex financial landscapes with confidence. Our office in Eugene serves as a hub for comprehensive accounting services, from tax preparation to succession planning. Whether assisting with individual returns or corporate financial statements, we remain steadfast in our mission to build financial futures through expertise and personalized attention.
Services
Tax Returns
Tax Planning
Accounting Statements
Succession Planning
IRS Representation
Retirement Planning
Quickbooks Assistance
Estate Tax Services
Cash Flow Analysis
Details
- Year established: 1968
Highlights and features
- We offer 50+ years of combined local accounting expertise
- Our team includes Oregon Society of CPAs members
- Specialized in small business and individual tax solutions
- We provide personalized financial planning with modern technology
- Dedicated to long-term client relationships and transparency
Services
Business Tax Returns
We prepare corporate, partnership, and LLC tax returns with meticulous attention to compliance and optimization. Our process identifies deductions while maintaining full regulatory adherence. Clients receive strategic recommendations to improve future tax positions through year-round planning and documentation support.
IRS Representation
Our CPAs advocate for clients during IRS audits and collections, leveraging deep tax code knowledge to resolve issues efficiently. We handle communication, negotiate settlements, and implement corrective measures while protecting client interests throughout the process.
Succession Planning
We develop comprehensive succession plans for business owners, addressing ownership transfer, tax implications, and wealth preservation. Our approach ensures operational continuity while minimizing financial exposure during leadership transitions.
Cash Flow Analysis
Through detailed cash flow modeling, we help businesses optimize liquidity management and budgeting strategies. Our analysis identifies efficiency opportunities and risk areas to strengthen financial stability and growth potential.
Estate Tax Services
We provide specialized trust, estate, and gift tax planning to preserve family wealth across generations. Our services include compliance filings, valuation strategies, and coordination with legal advisors to implement effective estate plans.
People
Jodie A. Olsson
Shareholder
Certified Public Accountant with 30+ years of experience in small business taxation. University of Oregon graduate specializing in financial reporting and tax strategy. Active Oregon Society of CPAs member since 1992.
Bobbie C. Rosenberg
Shareholder
Tax specialist with Master's in Accounting from San Diego State University. Former KPMG manager bringing corporate expertise to local clients. Focus areas include estate taxation and small business consulting since 2001.
Questions
What accounting services do you offer for small businesses?
We provide tax returns, financial statements, succession planning, entity structure analysis, and cash flow management specifically for small businesses.
Do you handle individual tax preparation?
Yes, we specialize in individual income tax returns, retirement planning, and IRS representation for personal tax matters.
Are your accountants certified professionals?
Our team includes Certified Public Accountants (CPAs) with memberships in the Oregon Society of CPAs and AICPA Tax Division.
How do you support local businesses in Eugene?
We offer tailored financial solutions combining local market knowledge with over 50 years of combined experience in accounting and tax planning.
What technology tools do you use?
We utilize modern accounting software including QuickBooks and specialized financial analysis tools to ensure accurate, efficient service delivery.
