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, we are 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 10401040 Form Click Here! and all state and local returns
Fiduciary Income Taxes: Federal Form 10411041 Form Click Here! for Estates and Trusts
Gift Tax: Form 709709 Form Click Here! Gift Tax Returns

Call for information at (503)657-2550
Hours Of Service
Tax Season
9 to 6 Monday - Friday
Saturday- by appointment only
Off Season
11 to 4 Monday - Thursday