INDIVIDUALS & FAMILIES
Trustworthy Guidance for Family Financial Success
Providing tax and financial guidance to individuals & families
Individuals & Families look to us to provide:
- Early planning to help maximize potential tax savings and minimize tax liabilities
- A plan to manage assets to their highest potential, and minimize the estate tax impact on their family
- A plan that incorporates the impact and opportunity of investing in a second home, commercial property or rentals
- A plan to effectively manage debt to achieve financial goals
Our Services
- Comprehensive Tax Planning & Tax Return
- Retirement & Insurance Planning
- Estate & Trust
- Real Estate Planning
- Savings & Debt Management
How We Work With You
Our tax professionals work with you to assess your unique financial situation and goals. Our client meetings can take place online, in our office, or at your location.
We support individuals, families, and those with unique financial situations and goals. Together, we collaborate to develop a plan for tax, estate, and financial management success.
Meet the Individuals & Families Team
Recent Oregon Tax News
October 13, 2023
The Oregon Office of Economic Analysis (OEA) has confirmed a more than $5.61 billion revenue surplus in the 2021-2023 biennium, triggering a tax surplus credit, or “kicker,” for the 2023 tax year. The surplus—the largest in state history—will be returned … Read more…
September 6, 2023
The State of Oregon Employment Department has announced that Assistance Grants are now available to small employers (fewer than 25 employees) who choose to pay into the Paid Leave Oregon program. These grants offer financial help to hire a temporary … Read more…
August 22, 2023
The Oregon Employment Department (OED) made available several new resources that employers can provide to employees who may need to apply for Paid Leave Oregon. As a reminder, employees could start applying on August 14th. These resources include:
Recent U.S. Tax News
September 4, 2025
While the IRS currently accepts paper checks for tax payments including quarterly estimated payments and payments submitted with tax returns recent federal initiatives suggest this may soon change. What’s Changing? In March, Executive Order 14247, Modernizing Payments to and From America’s Bank Account, … Read more…
August 29, 2025
We wanted to share important news from the IRS that could have a significant impact on your tax strategy. On August 28, the IRS released Revenue Procedure 2025-28, restoring full expensing for domestic research and development (R&D) costs under the … Read more…
August 26, 2025
The IRS has announced a mid-year change to the mailing addresses for Form 1040 payments and estimated tax payments (Form 1040-ES). This update is effective immediately and impacts taxpayers who mail payments rather than submitting them electronically. What’s Changed? Previously, … Read more…
