Tax Consultation & Preparation

We aim 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.

Assistance with letters and notices from the IRS or the State department of revenue

Inevitably, some of us have the misfortune of receiving a letter from the IRS or our State revenue department. These letters tend to be very difficult to understand, and we encourage our clients to have our assistance in interpreting and dealing with the letter(s). Our expertise provides efficient and thorough resolution of the problems, providing peace of mind to our clients who receive letter or notice from the IRS or State.

Business Start-up

If you are thinking about starting a business, see our business services page for a full description of how we can help you successfully navigate this exciting venture. 

*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.