Tax Services

The primary objective of our tax team is to minimize your overall tax burden whenever and wherever possible. In order to achieve this goal, our tax services are directed primarily toward constructive tax planning beginning early in the year and maintaining close contact with you throughout the year. We are committed to continually updating our expertise to ensure that we have the tools necessary to help you utilize the tax law to your best advantage.

The tax services we offer include not only the preparation of income tax returns, but also advance planning to minimize future taxes, advice on tax effects of proposed transactions, retirement options, gift planning, and other similar services. We also have experience in providing assistance and advice in negotiations with taxing authorities.

In addition, we provide the following services:

Estate planning

Retirement distribution planning

Tax-free exchanges

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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