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Business Details
We have been serving individuals and business owners for over twenty years in the greater Portland, Oregon area. Our partnership philosophy views each client relationship as a true partnership, aligning our success with yours. We bring decades of advanced training, technical experience, and financial acumen to deliver precise tax preparation and bookkeeping services. Our expertise spans comprehensive tax planning, preparation of all types of returns, and affordable pricing for every client. We solve complex tax issues by leveraging more than thirty years of CPA experience and the specialized knowledge of our Enrolled Agent and staff.

We maintain the highest professional standards through continuous continuing education, stateoftheart technology, and strong industry relationships. We guarantee timely, accurate financial records through our bookkeeping, payroll, and QuickBooks setup and training services. Our commitment to client satisfaction is reflected in personalized attention and proactive communication throughout the year. We take pride in providing close, personal assistance that stems from years of proven results and trusted expertise. We continuously invest in professional development and technology to ensure we meet evolving tax laws and client needs.
Highlights and features
  • We have 20 years experience serving Portland clients.
  • Our 30year CPA expertise handles complex tax issues reliably.
  • We guarantee timely, accurate financial records through advanced technology.
  • Our partnership approach ensures close personal attention to every client.
  • We maintain full transparency in all tax preparation processes.
Services
Income Tax Preparation
We prepare accurate federal and state income tax returns for individuals and businesses. Our service targets clients with rental properties, small businesses, farms, and stock transactions. Clients benefit from timely filing, reduced errors, and optimized deductions that lower tax liability.
Bookkeeping
We provide comprehensive, reliable bookkeeping services for small business owners. Our focus is on maintaining timely, accurate financial records that free up your operational time. Clients gain clear financial visibility and can concentrate on growing their business.
Payroll
We handle all payroll needs, from issuing accurate paystubs to filing federal and Oregon tax reports efficiently. Our service targets employers who want stressfree payroll processing and full compliance. Clients enjoy accurate, timely payments and avoid penalties from missed filings, ensuring accuracy.
QuickBooks Setup
We set up and train clients on QuickBooks to ensure accurate, realtime financial management. Our service targets small businesses and freelancers seeking streamlined, efficient bookkeeping solutions. Clients benefit from organized records, faster reporting, and reduced bookkeeping errors, improving decision making.
Accounting Services
We provide a full range of comprehensive accounting services tailored to business needs. Our expertise serves startups, established firms, and nonprofit organizations seeking reliable financial guidance. Clients receive accurate bookkeeping, tax planning, and financial reporting that drive growth and compliance.