Our services

 

 

Tax Planning +
Preparation

We offer all the traditional tax preparation services that you would expect from any CPA firm. We have experience in Individual, Corporation, Partnership, LLC, Estate and Trust tax returns. We have a thorough review process that ensures the accuracy of tax returns when they leave our office. We encourage our clients to meet face to face during the process, so that we can thoroughly understand your tax situation and make sure nothing is missed. It is during these meetings that we discover many opportunities for tax savings that might be missed otherwise. 

Tax

“Before making any major financial decisions Todd has made himself available to discuss any ideas. I have appreciated this attention and it has helped our business tremendously.”

- GINA & DAVID BLOK – OWNER CORNERSTONE APPRAISAL GROUP

Accounting +
Bookkeeping

We know you have questions and we can answer them. We have used QuickBooks for over 20 years. We are here to answer all of your questions as well as help you in setting up your business on the most used accounting software in the world.  If you need further assistance, we also offer complete bookkeeping services within our firm.

Financial Planning + Retirement

 

Securities offered through LPL Financial LLC. Member FINRA/SIPC.

Our firm has gained extensive experience in the following areas:

 

Real Estate Professionals
Real Estate Investors
Construction/Development
Brewing/Manufacturing
Retail
Medical Practices

 

 

 

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120 SW Crowell Way
Suite 100
Bend, Oregon 97702

P 541 389 7090
F 541 389 6620

 

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