We Provide A Host Of Other Financial Services As Well
Serving Medford, Ashland, Grants Pass & Everyone In Between
WHEN YOU NEED OTHER FINANCIAL GUIDANCE OR SUPPORT SERVICES – I DO THAT TOO!
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 adviser 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.
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!
These are just a few of the other tax and financial services I can help you, your family, or your business with!
• estate & trusts planning & tax preparation
• financial planning
• 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 start ups & entities
• Selection and guidance of insurance products
• Assistance with bank financing
• Assistance with bankruptcy support
• All Services Available in Spanish as Well!
Have questions or need another service not listed here? Give us a call! We are happy to help in anyway 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.