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
August 24, 2026
Q3 estimated tax payments will be due soon, on September 15. If you need to make a payment, we recommend paying electronically through IRS Direct Pay, EFTPS, or your IRS Online Account. For state payments, most states also offer online … Read more…
August 3, 2026
Oregon residents and businesses considering an electric vehicle purchase should take note: the Oregon Department of Environmental Quality (DEQ) has announced that the Oregon Clean Vehicle Rebate Program will reopen on August 25, 2026, and is expected to remain open … Read more…
March 5, 2026
Dear Clients, Oregon’s 2026 legislative session delivered significant news for pass through business owners. SB 1510A, now passed by both chambers and awaiting the Governor’s signature, includes a highly anticipated provision: the extension of Oregon’s Pass-Through Entity Elective Tax (PTE-E) … Read more…
Recent U.S. Tax News
August 24, 2026
Q3 estimated tax payments will be due soon, on September 15. If you need to make a payment, we recommend paying electronically through IRS Direct Pay, EFTPS, or your IRS Online Account. For state payments, most states also offer online … Read more…
May 13, 2026
The IRS has recently caused widespread confusion by issuing Notice CP53E to a broad range of taxpayers, many of whom were not expecting a refund. The notice requests bank account information so the IRS can issue a direct deposit, but … Read more…
December 17, 2025
Starting December 24, 2025, the U.S. Postal Service (USPS) will change how postmark dates are determined. This update could impact anyone mailing time-sensitive documents like tax returns, bill payments, or legal filings. What’s Changing? Current Rule: The postmark usually reflects … Read more…
