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We Provide A Variety
of Other Financial Services

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Medford, Ashland, Grants
Pass, & Everywhere In Between

When You Need Other Financial Guidance or Support Services – We Do That!

Not only as a former CFO of a large corporation and now a small business owner, but also as a father, a husband, and a son – I know there are myriad financial issues every person and/or family will encounter at some point in their lives. With 23 years as a CPA and professional financial advisor, I am uniquely qualified to help you with all aspects of your financial life, whether you are dealing with past, present, or future issues and questions.
Tailored Services

Your Financial Security & Prosperity Is My Business!

My client’s financial welfare is my top priority, and that’s why I offer not just all forms of tax preparation and assistance – but also the finest professional financial services – no matter what financial curve my clients may be dealing with. For me – every client is an individual, not just a number, or a tax return! I get to know my clients so that I can help them address their financial interests at every stage of their lives, no matter what situation they may be dealing with. I want my clients to thrive financially, so whatever financial help you may need – I can do it for you!
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Other Services

We Have Several Other
Tax & Financial Services

These are just a few of the other tax and financial services I can help you, your family, or your business with!
  • Estate/Trust Planning & Tax Preparation
  • Pension & Profit Sharing Issues
  • Tax & Financial Issues Around Elder-Care
  • Setting Up Payroll Services
  • Setting Up Bookkeeping Services
  • Selection & Guidance On Financial Software
  • Business Plan Consulting
  • Business Startups & Entities
  • Selection & Guidance of Insurance Products
  • Assistance with Bank Financing
  • Assistance with Bankruptcy Support

Our Responsibilities To Our Clients

We will perform the services in accordance with applicable professional standards issued by the American Institute of Certified Public Accountants. We will not perform any type of managerial functions or make management decisions for our clients; however, we may provide advice, research materials, and/or recommendations to assist our clients in personal or business performance functionality.

Our financial team is apprised of any/all dealings with clients, if in the event your point of contact is unavailable, a qualified team member can assist you. Regarding speaking directly with your CPA, an appointment is required, either virtually or in person

Have Questions or Need
Another Service Not Listed Here?

Give us a call! We are happy to help in any way we can whether that is answering tax or accounting questions, providing guidance, or referring you to the appropriate professional.

We service all of Southern Oregon – Medford, Ashland, Grants Pass, Eagle Point, White City, Central Point, Phoenix, and Talent.

Contact Us
Meet Our Team
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