Tax Consultation + Preparation


We aim to prepare income tax returns accurately and efficiently. We go beyond simple tax preparation and use our experience and in-depth knowledge of the very latest changes to the tax code to help you find opportunities to lower your taxes. We will help you create an effective long-term tax plan and work closely with you to identify and implement effective tax-saving strategies.

Furthermore, some of us have the misfortune of receiving a letter from the IRS or our State revenue department. We encourage our clients to seek our assistance in interpreting and handling the letter(s). Our expertise provides efficient and thorough resolution of the problems, providing peace of mind to our clients.

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 who use a full range of knowledge, experience, and capability to develop investment strategies and tax planning strategies for each of our tax and investment clients.


Our tax consultants and CPA have the experience and knowledge to help you minimize the cost of income taxes – using all the allowable laws and regulations.

We recommend that you meet with us to discuss preparations that can be made throughout the tax year in order to create a personalized tax plan for you and your business. Not all tax plans are alike – some are specific to the current year and many are long range plans. Therefore, we ensure that your plans take into account both short-term and long-term strategies.

Existing Client Information Verification


New Tax Client Wait-List


*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.