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

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- Individual Clients
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- Client Employee

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Our Blog

Comfort Letters and Third-Party Verification Requests

December 11, 2017

Mortgage brokers, lenders, health insurance providers, adoption agencies, regulators and several other third parties will often contact CPAs requesting written correspondence to verify client...

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