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.
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 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 enjoys traveling and camping with his 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 Motorcycle whenever he has the opportunity.
Grace previously worked for over 15 years in the Banking and Mortgage industry. She specializes payroll services for her clients.
Grace is also Real Estate Agent/Broker at Keller Williams Realty Inc., in Bend Oregon. If you need assistance with your next real estate purchase or sale, you should email her at email@example.com.
Mandy joined the firm in 2011. With over 22 years of bookkeeping experience, she is able to offer bookkeeping assistance to our clients as well as tax preparation 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 and watching her two boys, Chapin and Rhett play golf.
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.