Providing tax preparation and tax planning to individuals and small businesses. Focusing on individual needs with a deep commitment to helping clients achieve their financial goals.

Located in Lake Oswego, Oregon, providing tax preparation, tax planning and fee-only financial planning services to individuals and small business. Focusing on individual needs with a deep commitment to assist clients achieve their goals. I work as a fiduciary for my client and act always in your best interest.

Please review the services & resources provided. When you are ready to learn more, please contact us.