Individual

We strive to prepare income tax returns accurately and efficiently. We go beyond simple tax preparation and use our experience and an in-depth knowledge of the very latest changes to the tax code to help you find opportunities to lower your taxes. For new clients, we look at past years’ returns for missed opportunities to reduce your taxes and prepare amended returns when appropriate. For the current year’s returns, we work closely with you to minimize your taxes. And, we will help you create an effective long-term tax plan and work closely with you to identify and implement effective tax-saving strategies. 

Your investments significantly impact your taxes, and vice versa. Wise financial strategies must include tax planning along with careful risk management. We are licensed CPAs, tax preparers, business advisors and financial strategists, and use the full range of knowledge, experience, and capability to develop investment strategies and tax planning strategies for each of our tax and investment clients.

 

*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.