Know Your Numbers

Personal and business tax & bookkeeping solutions for your peace of mind.

Feeling Overwhelmed?

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After anxiety-filled hours of working on your taxes, are you worried about paying too much, or too little?

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Are you drowning in bookkeeping, falling behind on details while you work so hard on your business?

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Are you worried if your numbers are correct and you can meet your obligations with confidence?

Financial clarity & confidence your family and business deserve.

For over a decade, we’ve helped individuals and business owners break free from the fear of taxes and chaos of spreadsheets (also, receipts stuffed in shoeboxes!).

We are a team of certified and experienced CPAs, accountants and bookkeepers in West Linn, Oregon. But there is more to us than numbers - we are also business owners, professionals, and parents who appreciate the challenges of balancing business and family.

So, in serving individuals, small businesses, medium and enterprise organizations locally and nationwide, we always add generous doses of kindness to expert tax and accounting guidance.

Our Promise to You

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Brains & Heart

Generous, personalized and accurate advice from a dedicated team of experts who care about your family, business and numbers.

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Clarity & Guidance

Easy-to-understand and timely information about where you are with taxes and books today and a clear plan to get you where you want to be.

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Peace of Mind

100% accuracy, clarity and confidence in your numbers so you have peace of mind to enjoy your income & business.

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Which Solution Is
Right For You

After the initial consultation, we will help you pick a customized service that gives you the highest value from our work together.

For Individuals

  • Tax assessment and filing. We also review past two years of returns.

  • Tax issues or unfiled returns addressed by your dedicated consultant on an as-needed basis.

  • Ongoing personal tax guidance is available for qualifying clients with complex tax needs.

For Businesses

  • For new businesses, we advise and implement best practices to support financial security and growth.

  • For ongoing businesses, we clean and organize your books and reset business habits so you can grow confidently.

  • Fast-growing businesses looking for scale-up support benefit from our expert guidance to fuel their upward trajectory.

Consulting Services

  • Outsourced CFO services to guide profitable growth and management of key performance indicators.

  • Forecasting & Budgeting expertise so your business can take advantage of opportunities and foresee risks.

  • Day-to-day bookkeeping and tax management. Done-for-you accounting solutions customized for your business.

How Can We Get Started?

1

Request a Consult

Call (503) 657.6055 or use our Contact Form to schedule a free, 30-min no-obligation consult. We’d love to learn about your personal and/or business goals and concerns.

2

Choose a Customized Service

After the initial consultation, we will help you pick a customized service that gives you the highest value from our work together.

3

Enjoy The Results

Your dedicated consultant will guide you through a clear plan so you feel clear and confident about your numbers.

Business Hours

Monday - Friday 9 am - 5 pm PST
Saturday - Sunday CLOSED

*Hours may vary during tax planning and filing season. Extended consulting hours are available for qualifying clients.