Our Services

All your finances in one place

Our firm has the resources, experience, and depth of knowledge to offer the following services to both individuals and businesses.

Estate & Trust tax preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouses, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financials affairs in order.

Located in Downtown Portland
2075 SW First Ave, Suite 2A
Portland, Oregon 97201

Phone: (503) 295-1939
Fax: (503) 295-1065
Email: Lana Becker