16200 SW PCF HWY STE H170 PORTLAND, OR 97224 Get Directions
16200 SW PCF HWY STE H170 PORTLAND, OR 97224 Get Directions
20+ years public accounting, tax, and financial audit experience; fee-only financial planner and tax strategist providing comprehensive services in;
Tax: Multi-state individual, partnership, and corporate tax return preparation; trust, gift, and estate tax return preparation; IRS and multi-state tax representation; unfiled tax return preparation and tax debt resolution; regulatory, workers compensation, and SAIF audit representation
Accounting: Full write-up and payroll processing; accounting, bookkeeping, and financial analysis; small business valuation; individual, sole proprietorship, partnership, LLC, and corporate advisor; outside-independent CFO and controller; cash flow budgets and forecasts; bankruptcy and reorganization reporting; litigation support; limited liability and corporate organizations
Financial Planning: Insurance planning and risk management; retirement planning; employee benefits; estate, tax, gift tax, and transfer tax planning and property transfers; net worth analysis, debt management and debt reduction strategies
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