Our Services

Our firm offers a variety of professional services benefiting small to medium size businesses in central Oregon as well as across the country.

We provide high quality, tax, accounting and consulting services to assist our clients in achieving their business and individual objectives. Below is a list of services we offer to our clients. If there is a service that you are looking for that isn't listed below, please give us a call.


Income Tax Return Preparation

- Individual tax returns
- Available to C corporations and S corporations
- Available to partnerships and limited liability companies
- Available to trusts and estates
- Preparation for gift tax returns
- Electronic filing services
- Tax preparation for all states

Accounting and Payroll Services

- Bookkeeping on monthly, quarterly or annual schedules
- Accounts payable services
- Payroll and payroll tax reporting services
- Outside controller services


New Business Consulting

- Selection of an appropriate entity
- Obtaining a federal ID number
- Payroll tax registrations for federal and states
- Selection of accounting software
- Assist with set up of books and records
- Cash flow analysis, budgeting and projections

Financial Statement Preparation

- Review and compilation of financial statements
- Audit of financial statements
- Audit of retirement plan financial statements
- Projected or forecasted financial statements
- Personal financial statements


Business Management and Consulting

- Business acquisition and sales
- Compensation and fringe benefit consulting
- Succession planning
- Major purchase and financing planning and consulting
- Budgeting and forecasting
- QuickBooks® consulting