Business Details
Expert CPA Services for Businesses and Individuals
At L Maxwell Hesse, we bring over 50 years of combined experience to businesses and their owners, offering tailored accounting, tax, and business advisory services. Our team of two dedicated professionals works directly with clients, ensuring personalized attention and clear communication. We specialize in financial statement review and compilation, income tax planning, and compliance for estates, trusts, and gifts.Our clients include S and C corporations, partnerships, LLCs, self-employed individuals, and investors. We pride ourselves on combining the sophisticated expertise gained from big-firm backgrounds with the agility and personal touch of a small practice. Located in Multnomah Village, we serve our community through support for local nonprofits and prioritize responsiveness to meet our clients' evolving needs.
Services
Financial Statement Review
Income Tax Planning
Estate and Gift Tax Returns
Business Consulting
Community Support
Details
- Year established: 2025
Highlights and features
- We offer direct access to two experienced professionals with big-firm backgrounds.
- Our team brings over 50 years of combined experience in accounting and tax services.
- We prioritize personalized service with no layers of bureaucracy.
- We specialize in plain-English explanations of complex financial matters.
- We actively support local nonprofits and the Multnomah Village community.
Services
Financial Statement Review
We conduct thorough financial statement reviews and compilations to ensure accuracy and compliance. Our process provides businesses with reliable financial insights while maintaining regulatory standards. This service helps clients make informed decisions through clear, organized financial reporting.
Income Tax Planning
Our tax planning services focus on minimizing liabilities while maximizing returns for individuals and businesses. We stay updated on evolving tax laws to provide strategic advice tailored to each client's unique circumstances and long-term goals.
Estate and Gift Tax Returns
We handle complex estate and gift tax filings with precision, ensuring compliance with federal and state regulations. Our approach simplifies the process for clients while safeguarding their financial legacies through thoughtful planning.
Business Consulting
We offer tailored business consulting for closely-held entities, addressing operational, tax, and strategic challenges. Our expertise spans acquisitions, financing, and compensation planning to support sustainable growth and client success.
Community Support
Beyond client work, we support local nonprofits through financial guidance and volunteer engagement. This commitment reflects our dedication to strengthening the Multnomah Village community through meaningful partnerships and expertise.
People
Lori J. Maxwell Hesse
CPA
With nearly 30 years of experience, Lori advises closely-held businesses on accounting, tax, and operational matters. She co-founded The Maxwell Hesse Group and worked at PwC for 13 years, emphasizing responsive client service.
Nancy Maxwell
LTC
Nancy, a licensed tax consultant since 1993, specializes in individual tax and small business compliance. She manages payroll taxes and QuickBooks support, serving as the firm's primary client contact for day-to-day operations.
Questions
What services does L Maxwell Hesse offer?
We provide financial statement review, income tax planning, estate and trust tax returns, and business consulting for closely-held entities and individuals.
Who are L Maxwell Hesse's typical clients?
Our clients include S and C corporations, partnerships, LLCs, self-employed individuals, investors, and business owners seeking personalized accounting solutions.
What makes L Maxwell Hesse unique?
We combine big-firm expertise with small-practice personalization, offering direct access to professionals and clear, jargon-free financial guidance.
How experienced is the L Maxwell Hesse team?
Our team has over 50 years of combined experience, including prior work at international accounting firms and specialized tax consulting.
Does L Maxwell Hesse support local communities?
Yes, we actively assist local nonprofits and engage in community activities within Multnomah Village and Portland.
