Financial Statement Preparation

We are highly skilled at preparing annual financial reports for local governments in preparation for audit. Independence rules for auditors is making it difficult to justify preparing the financial statements themselves.  When this is the case, we can take on that important task and get it done in a timely manner. Contact us right away if this is the situation with your local government.

*Securities and advisory services offered through LPL Financial, a registered investment adviser. Member FINRA/SIPC. Umpqua Valley Financial, is not affiliated with LPL Financial. LPL does not provide tax preparation services. All tax preparation services are provided by Umpqua Valley Financial and are separate from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Oregon, Idaho, and Arizona.