INDIVIDUALS & FAMILIES

Trustworthy Guidance for Family Financial Success

Providing tax and financial guidance to individuals & families

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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

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August 22, 2023

Paid Leave Oregon: New Resources

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

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