Overview
We provide tax preparation, tax planning, and advisory services for individuals and small businesses. We handle the preparation and compliance work for you, so you don’t have to manage the stress or uncertainty of doing it yourself. Along the way, we offer guidance to help you understand your options and make the most of your tax situation. Whether you’re in the Albany and Corvallis area or working with us from elsewhere, we aim to be the reliable professional you can count on for your taxes.
Tax Return Preparation
We prepare individual and small business tax returns and handle the federal and state filing requirements, so you don’t have to manage the complexity on your own. We explain the parts of your return that matter and the options available to you. Whether you’re filing individually or for a small business, we're here to help you with your tax needs.
Tax Planning
Taxes are complicated, and many financial events or decisions can carry tax implications you may not be aware of. Our tax planning services help you look ahead, limit unexpected outcomes, and make informed choices before major financial decisions. We take a proactive approach by considering potential tax implications and helping you understand how different options may affect your situation. Our goal is to be the trusted professional you can call before significant financial moves, so you can talk through the tax considerations and avoid unintended consequences. We work with you to develop a tax strategy that supports your long‑term plans and reduces the chance of surprises at tax time.
Consulting and Advisory
Our consulting and advisory services offer support that goes beyond tax preparation and tax planning. We help individuals and small business owners understand the financial side of their decisions, identify opportunities, and avoid issues that may not be obvious at first glance. For business clients, this can include reviewing financial statements, discussing trends, and highlighting areas where operations or cash flow may be improved. For individuals, it may involve exploring college savings options, retirement planning, or talking through the financial impact of major life events. Our goal is to be a CPA firm you can trust to provide reliable and practical guidance you can rely on when questions arise, so you can make informed decisions with clarity and confidence.
