We are a full service business located in Winston, OR. We have more than 20 years experience in providing tax preparation, advice, bookkeeping, and payroll services to a wide range of clients, including both businesses and individuals. We have developed a reputation for professional excellence through the high quality of services we perform for our clients.

Our Office is currently closed to the public.  We are available by phone during business hours.  Our current business hours are 10-6 Mondays and Tuesdays; 9-4 Tuesdays and Thursdays; and currently closed on Wednesdays.  Beginning March 3, 20201, we will be open 10-6 on Wednesdays also.  We have appointments available in the evenings and weekends also.  If you get our voicemail, please leave a message and we will return your call as soon as we can.  We have a drop box to the left of the door for you to drop off any paperwork.  Please make sure to put the information in an envelope with your name on it.  At this time, our Office will remain closed to the public during tax season.  We will be available by appointment, phone and email.  We do require that masks be worn if you come inside for your appointment.  If you can not wear a mask, someone can meet you outside.  We have a Ring doorbell to the right of the door to allow clients to communicate with us or let us know you are here if you do not have a cell phone with you to call.

Our Online Office brings financial services directly into your home or business enabling you to more actively participate in your financial management.  We also have a secure online portal that can be used to send you a copy of your tax return or for you to send us your tax documents electronically.  We also offer Electronic Signatures for those that would like a totally paperless/contactless experience.

You can:

Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments.

Use the Links provided to check on your refunds or amounts due to IRS and Oregon Department of Revenue.

Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback. Visit often as current news impacting your financial situation will be outlined here.