Leverage our expertise.

Let our over two decades of accounting and financial planning experience take the
worry out of managing your personal or business finances.

Making it personal

At Gerdes Finanicial we work hard to provide our clients with personalized, honest and confidential financial services. Our goal is to build relationships with individuals in order to better understand our clients’ financial challenges and goals. We look at every situation as if it was our own and hold any information that we obtain from our clients in the strictest confidence 

We believe that we are always learning and pride ourselves in constantly increasing our knowledge of the tax code, investments and programs; thereby benefiting our clients with more relevant solutions.

 

Our service spectrum

As a full service CPA firm, the staff at Gerdes Financial provide services for tax preparation and planning, real estate and 1031 exchanges, retirement planning, bookkeeping, financial planning, wealth management, estate and gift taxation. We consider all available options to get the best results for your situation. 

Todd M. Gerdes, CPA, CFP®, Owner

todd@gerdesfinancial.com

Todd was born and raised in Bend, Oregon. He graduated from Bend Senior High in 1986, where he participated on the Lava Bears Football and Wrestling teams. He graduated with honors from Southern Oregon University. Todd has been a practicing CPA since 1992. He specializes in real estate planning, estate and trust taxation as well as income tax matters for small business and their owners. He is also a Certified Financial Planning Practitioner who helps his clients reach their financial goals by way of completing a personalized financial plan.

Todd is active in the Bend community by volunteering his time to coach youth football leagues. He is also an active member of VISTAGE. VISTAGE is a professionally facilitated advisory peer group that digs deep on challenging and important issues for local business owners. 

Todd enjoys traveling and camping with his wife Gracey and two boys Gavin & Parker. In the colder months, he is an avid skier, who enjoys hitting the slopes whenever he can. When the weather turns warmer he enjoys riding his Harley Davidson Motorcylce whenever he has the opportunity.

Gracey Gerdes, Bookkeeping & Payroll

grace@gerdesfinancial.com

Gracey previously worked for 15 years in the Banking and Mortgage industry. She has been with the firm since 2005 and specializes in bookkeeping and payroll services for the firm and clients.

Gracey is active in small groups at her church. She also enjoys spending time with her family, vacationing and hula dancing with the local Hokulea Dancers.

 

Mandy Larson, Administration Assistant

mandy@gerdesfinancial.com

Mandy joined the firm in 2011. With over 16 years of bookkeeping experience, she is able to offer bookkeeping assistance to our clients as well as assist in the tax preparation process. Mandy was born and raised in Bend, Oregon and graduated from Bend Senior High in 1994. She enjoys traveling to the Oregon coast, taking advantage of the many trails Central Oregon has to offer and watching her two boys, Chapin and Rhett play golf.

“I have been working with Todd Gerdes since the
inception of our business in 2005. He has done an
excellent job for us, so much so that we moved many
of our family members and friends over to him.”

- SHANNON BASSET, HOME FRIDAYS

Experienced in Individual, Corporation,
Partnership, LLC, Estate and Trust tax returns.

Full service accounting and bookkeeping service.
We specialize in small to medium business accounting,
payroll and bookkeeping.

We specialize in financial planning for real estate
professionals, real estate Investors, contractors,
manufacturing, brewing, retail and medical practices.

OFFICE ADDRESS

120 SW Crowell Way
Suite 100
Bend, Oregon 97702

P 541 389 7090
F 541 389 6620

 

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