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
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.