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Every financial decision you make has tax implications. That’s why tax planning is an integral part of our financial planning process. By working closely with you throughout the tax planning process, we are uniquely positioned to guide you through the preparation and filing of all your tax returns to ensure accuracy and to minimize tax obligations.



Personal Income Tax: Federal form 1040 and all state and local returns

Corporate Income Tax: Federal form 1120, 1120S and all state and local returns

Partnership Taxes: Federal form 1065 and all state and local returns

Limited Liability Company: LLC formats for Federal and State returns

All Business Taxes: Business Privilege, Mercantile

Non-Profit: Federal form 990 and all State and Local returns

Fiduciary Income Taxes:  Federal Form 1041 for Estates and Trusts

Gift Tax:  Form 709 Gift Tax Returns

Call for information at (503)650-0049

Hours Of Service
Tax Season
9 to 6 Monday - Wednesday
9 to 5 Thursday- Saturday
Off Season
9 to 5 Monday - Friday