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

Oregon Partnership Payments Due March 15th

March 13, 2017

As you may be aware, the due date of certain income tax returns has changed starting with the entity’s 2016 return.  Partnership returns are now due on March 15th.  Because of the...

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