Leverage our expertise.

Let our over three decades of accounting  take the
worry out of managing your personal or business taxes.

Making it personal

At Gerdes Financial we work hard to provide our clients with personalized, honest and confidential tax 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, thereby benefiting our clients with more relevant solutions.

 

Our service spectrum

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

Todd M. Gerdes, CPA, CFP®

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, estate and trust taxation as well as income tax matters for businesses and their owners. 

Todd enjoys traveling and camping with his two boys. 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 Motorcycle whenever he has the opportunity.

Mandy Larson, LICENSED TAX Consultant

mandy@gerdesfinancial.com

Mandy joined the firm in 2010 and become a owner in 2018. With over 22 years of bookkeeping experience, she is able to offer bookkeeping assistance to our clients as well as tax preparation. 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 with her two sons.

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

- 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.

OFFICE ADDRESS

120 SW Crowell Way
Suite 100
Bend, Oregon 97702

P 541 389 7090
F 541 389 6620

 

SEND US A CONFIDENTIAL EMAIL

 

 

 

BACK TO TOP

Copyright ©2020. Gerdes Financial. All rights reserved.