Create a business plan for life
Restore order to your life and achieve financial peace.
We solve client problems and create client opportunities by offering professional accounting services for individuals, businesses, trusts and not for profit corporations. Our services include:
- Corporate, partnership, LLC, business, trust and individual tax preparation
- "Not For Profit" corporation tax preparation
- Business and personal consulting and tax planning
- Business purchase, sale and value
- New business start up including entity selection
- Business valuations
- Internal control checkup for businesses
- IRS and state tax audits
- Retirement and estate planning
- Maximizing your social security benefit
Small Business Accounting
Businesses of all shapes and sizes depend on accurate, insightful financial...
Payroll Services
Managing the employee payroll is not a simple matter of calculating the...
Find your safe harbor
Our goal is to be your safe harbor, a place where you can bring all of your financial concerns.
Company Services
Small Business Accounting
Bookkeeping • Bank Reconciliation • Financial Statement Preparation • Individual Consultation
Personal Financial Planning
Retirement Planning • College Planning • Estate Planning • Insurance Assessment • Investment Planning
Meet the Team
Our relationships with clients extend beyond financial recordkeeping and reporting. We understand the dynamics that affect their personal and professional lives. We listen to their goals and dreams. We work collaboratively to develop plans that transform ambitions into reality.
Jim Samplename
CPA, President
Jim is the Principal and Founder of the firm. He has served a host of individuals and small business owners in his 30+ years as a practicing Certified Public Accountant. John holds a Bachelor of Science in Accounting and Master of Business Administration from Oregon State University. He is an active member of the Oregon Society of Certified Public Accountants.
Amanda Test
CPA, MSAT, Partner
Amanda joined the firm in 2004 and has practiced public accounting since 1996. She spends the majority of her time focusing on tax planning and investment management for individuals. Amanda is a Certified Public Accountant and a Certified Financial Planner. She received her Bachelor of Science in Business Administration from the University of Oregon.
John Doe
CPA, Partner
John Doe has provided accounting, income tax, and financial advisory service to a variety of small businesses since joining the firm in 2008. John also has 14 years of experience as a staff accountant in private industry. He received a bachelor’s degree in accounting from Portland State University and is a Certified Public Accountant.
Industries Served
Associations • Attorneys • Consultants • Contractors • Dealerships • Dentists • eCommerce • Landlords • Physicians • Retail Stores • Restaurants • Schools • Social Service Agencies
Let's Start Talking
Let's discuss your situation so that we may understand your objectives and determine whether we have the ability to provide service and value. First consultation is free.