We work closely with our clients to provide excellent tax service while being there to help them navigate through challenging financial decisions.
Tax Preparation & Planning
Our firm provides a complete range of services to guide individuals through the complicated and sometimes overwhelming maze of tax preparation. What sets our firm apart is our personal approach to each individual or family. We get to know our clients and their specific financial needs, which allows us to optimize their opportunities and minimize their tax liabilities. Combining years of expertise with meticulous attention to detail, this approach gives our clients peace of mind, and has created many long lasting relationships with our firm throughout the years.
Small Business Support and Analytical Assistance
Many individuals who own and operate their own small businesses often feel forced to make decisions on their own, without a lot of outside support or expertise. Hilary Smith is here with the skills and experience to help guide you through the business planning process. She will provide you with a thorough analysis of past performance to help you make great decisions that will optimize your business’s performance in the future.
1031 Exchanges and Real Estate
The 1031 Exchange has been sited as one of the most powerful wealth building tools still available to tax payers, but the IRS doesn’t exactly make this process easy. We’re here to help guide you through the meticulous IRS guidelines and take the stress out of this complicated process.
Over the years of living and working in Bend, we have become specialists on real estate tax advantages. Beyond helping our clients to optimize their real estate deductions and lower property tax liability, we’ll help you plan for the future with everything from energy-saving home renovation suggestions, to consultations on profitable real estate investments beyond your primary residence.
Financial Planning / Retirement Planning
Financial planning for the future is about much more than just saving money. We are here to guide you through the sea of options before you as you consider things like setting up your child’s college savings account to contemplating your own retirement.