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Services For Individuals

Personal Financial Planning
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
 
Retirement Planning
Do not put retirement planning on the back burner. Use a tax professional to plan ahead now, and reap the benefits later.
Estate Planning
The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.
 
QuickAnswers
Employees in your accounting department will find comfort in knowing that the answers to their QuickBooks questions are only an email or phone-call away. Email and telephone support prevents many wasted hours of aggravation and embarrassment.
Buy QuickBooks and Save
Save up to 25% on the QuickBooks Online subscription for the lifetime of the account through our our practice.
 
Bank Financing
Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! It pays to be prepared and organized in your approach for financing.
Succession Planning
Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.
 
Compilation, Auditing, and Attestation Services
Our firm provides compilation, auditing, and attestation services to businesses in Portland, OR.
 

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(503) 217-4114

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