Tax Preparations in Lake Oswego

“Jason and Jane are fantastic team to work with. My wife and I have a great experience so far and are grateful for the financial guidance Jason has provided use in these last two years. Jason provides good financial planning, short and long term, for people of all professions and circumstances. He is patient and easy to speak with, specifically when discussing complex topics. His approach to tailored services is also a key value that you may not receive with others. Further, Jason and Jane do a fantastic job of being responsive throughout the year whenever we have any questions or needed changes. As we continue to work together, he has allowed my family and I additional peace of mind as we continue to build our long term plan.“

“Working with the associates here is great. They will help you with any questions you might have. I would recommend to a friend!“

“Lisa is extremely knowledgeable and efficient. Her advice is easy to follow and very helpful. Super sharp CPA.?“

“I am a client of both the tax service and the wealth advisory practice. It is great to have everything done in one place and there are a lot of advantages to that level of understanding of my needs. I have great peace of mind, which for me is priceless!“