Forward-thinking tax and advisory services for individuals and businesses in Portland, OR and area

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Are you tired of always filing last year's return with no plan how to minimize future taxes?

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Are you a business owner needing to "make sense of the numbers" for cost savings, cash flow planning, and growing your profits?

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Do you have a retirement transition ahead and need tax-smart distribution planning, Social Security claiming advice, or a financial Roadmap for Retirement?