Individuals

There’s a whole world of financial and tax problems out there, and most of them take more than a Turbotax account to solve. But you’re not alone. As the premiere CPA and financial consulting firm in the Pacific Northwest, we’re more than able to help individuals like yourself overcome and thrive in these challenges. Discover how we can help today.

Common Services We Offer Individuals

Estate Planning

Protect your assets from being overtaxed, and provide for your family into the next generation. We’ll help you make all the right moves.

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State & Local Taxes

Stay on top of your tax obligations, and those of your business, nonprofit, or other organizations. We’ll walk you through and help you avoid audits and overpaying.

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Tax Planning & Preparation

Set yourself up for success with our approach that uses a rigorous eye to help you get the greatest advantage from your income tax situation.

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Why Us for Individuals

Personal Touch

Our approach is to personally connect with you so we truly understand your needs and challenges no matter what stage you or your business is in.

Trusted Partnership

Since 1972 we’ve been here in Portland, working to better our community. Our philosophy says we only succeed when you succeed, and only you can define what that means. Throughout it all, we’ll be there for you.

Bringing Our Best

We operate a small team where our top people, including the partners, are the ones handling your sensitive financial situations.

Individuals Financial Experts