Services for Individuals

Finding independent, unbiased advice about your financial future can be challenging. Our experienced team is ready to help you develop strategies that match your individual financial goals now and into the future. Developing a comprehensive plan is essential to achieving financial success.

We offer a variety of services, including:

  • Tax services
    • Tax return preparation
    • Tax planning
    • Estate planning
    • Representation before taxing authorities
    • Retirement distribution planning
    • Tax-free exchanges
  • Personal financial statements
  • Litigation support services
    • Economic loss evaluation
    • Matrimonial disputes
    • Wrongful death
    • Expert testimony
  • Fraud services
  • Consulting services
    • Retirement planning
    • Estate, trust and gift planning

Client Center

- Individual Clients
- Business Clients
- Client Employee

Join a scheduled video meeting with our staff.

Using Your Client Organizer
How to Review My 1040
Using File Exchange

Business Client Assistance List >>

Memberships

Our Blog

Amber Yates, Nominee for Woman of the Year

February 20, 2017

Amber Yates, CPA and partner at SGA CPAs & Consultants, has been nominated for the Bend Chamber Woman of the Year award.  The award program is in its third year and celebrates women in...

Read More...

Go Mobile!

...and get what you need, when and where you need it!

Phone: 541.388.7888 • Fax: 541.388.0739
Email: cpa@sgabend.com