Business Details
39 Years
experience
Your Trusted Partner for Accounting Solutions in Sisters, OR
Friedman and Perry, CPA's has built a reputation for delivering high-quality, personalized accounting services since 1987. Our firm combines decades of expertise with a commitment to maintaining close client relationships, ensuring every client receives tailored financial guidance. We specialize in tax planning, accounting, estate planning, and advisory services, serving individuals and businesses across California, Oregon, and globally through virtual consultations.Our team of seasoned CPAs prioritizes transparency, security, and continuous professional development to meet evolving industry standards. With a focus on trust and long-term client success, we provide secure digital tools for file sharing and communication, ensuring seamless service delivery regardless of location.
Services
Tax Management
Accounting Services
Estate Planning
IRS Representation
QuickBooks Assistance
Payroll Services
Financial Projections
Debt Advising
Entity Restructuring
Retirement Planning
Details
- Year established: 1987
Highlights and features
- We offer over 30 years of experience in accounting and tax services.
- Our team includes licensed CPAs with rigorous continuing education requirements.
- We provide secure client portals with SSL encryption and data mirroring.
- Our personalized approach ensures tailored financial strategies for every client.
- We serve clients globally through virtual appointments and digital tools.
Services
Tax Management
Our Tax Management Services guide clients through strategic tax planning and preparation. We minimize liabilities, optimize cash flow, and ensure compliance with evolving tax laws. Clients benefit from personalized strategies tailored to their financial goals and industry-specific needs.
Accounting Services
We provide accurate bookkeeping, financial statement preparation, and system setup for businesses. Our services ensure reliable record-keeping, cost management, and support for payroll, tax planning, and investment decisions. Ideal for startups and established enterprises seeking financial clarity.
Estate Planning
Our Estate and Trust Planning services help clients navigate complex tax laws for asset transfer. We minimize tax liabilities, ensure smooth business succession, and create legally sound plans to protect beneficiaries' financial futures.
IRS Representation
We offer professional IRS representation during audits, leveraging our expertise to resolve tax disputes efficiently. Our team communicates with tax authorities on your behalf, ensuring compliance and reducing stress during audit processes.
QuickBooks Assistance
Our QuickBooks support includes setup, training, and troubleshooting for optimal software use. We help businesses implement efficient accounting systems, improve financial reporting accuracy, and maximize the platform's capabilities for day-to-day operations.
People
Diane Mallory Perry
Partner
Diane has been a CPA since 1980, joining the firm in 1980 and becoming a partner in 1987. She holds a BS in Accounting from San Jose State University and specializes in tax services, client advisory, and firm management.
Becky Perry
Partner
Becky joined the firm in 2011 after passing the CPA exam. She graduated from UC Santa Barbara with a BA in Psychology and focuses on client relations, tax preparation, and firm operations while managing remote service delivery.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, payroll services, entity selection, and tax planning tailored to small businesses' needs.
How do you ensure client data security?
We use SSL encryption, data mirroring, and encrypted server storage with off-site backups to protect sensitive client information.
Can you assist with virtual accounting services?
Yes, we offer virtual consultations, secure file sharing, and remote accounting support for clients nationwide.
Do you handle IRS audit representation?
Yes, our CPAs provide professional IRS audit representation to resolve tax disputes and ensure compliance.
What tax planning services are available for individuals?
We offer personalized tax planning, estate tax strategies, and retirement planning to minimize liabilities and optimize financial outcomes.
