Client Portal
Accepting new client applications on a referral basis only.
Submit Your Info
Tax Preparation, Planning and Consulting
High-net-worth Individuals, Family Businesses, Real Estate Investors
Phone
(503) 666-7100
Fax
(971) 606-2131
Email
[email protected]
Client Document Portal ⇗
Securely upload your documents and access information from your preparer.
Notary services available to our clients and the general public.
Hours and more details »
Thanks for your interest!
At this time, the firm is limiting new clients to a referral basis only.
Please provide us the following info and we will reach out to discuss your tax preparation needs.
envelope
printer
phone-handset