Tax Preparations in Lake Oswego

“We’ve been with Jason for about 5 years and we are very happy with the service and support he and his team have provided over these past years. I’m retired now, and relinquishing financial planning 5 years ago was not easy for me. Jason was both patient and understanding as I slowly gained confidence in the process. Recently, we had a change, which meant a modification to our estate plan. Jason and Jane were so helpful as we navigated all the changes. As the financial industry will tell you “past performance is not guarantee of future returns” - even so, we’ll stick with Jason through thick and thin!“

“Lisa is extremely knowledgeable and efficient. Her advice is easy to follow and very helpful. Super sharp CPA.?“

“Working with the associates here is great. They will help you with any questions you might have. I would recommend to a friend!“

“I am a client of both the tax service and the wealth advisory practice. It is great to have everything done in one place and there are a lot of advantages to that level of understanding of my needs. I have great peace of mind, which for me is priceless!“