The days of the stodgy accountant are over. We go beyond the cold numbers, providing tax services and planning with a personal connection to our clients. Based in Portland, Oregon, we remotely serve clients across the US. Our practice is fully paperless and online — and yes, we want to see your pets during video meetings. Wherever you are in life — from starting a career, growing your business, or planning for retirement — we are there for you with compassion and competence.
The days of the stodgy accountant are over.
Our practice is fully paperless and online — and we want to see your pets during video meetings.
Wherever you are in life, we are there for you with compassion and competence.
Hailing from the East Coast, Kate graduated with a B.A. in psychology from Reed College, then took a brief detour through law school before discovering her real calling was in accounting and tax. After obtaining a post-bacc certificate in accounting from Portland State University, she worked for several years specializing in trusts and estates at two Portland accounting firms. When she's not crunching numbers, she enjoys all kinds of fabric craft - knitting, sewing, and embroidery — as well as baking a pretty decent chocolate cake.
Jeff earned an associate's degree in accounting from Front Range Community College, and a B.S. in accounting from Portland State University. He started working for a New Jersey accounting firm in 2014 before moving to Portland and specializing in tax services for individuals and trusts. In his spare time, he enjoys indoor bouldering, and has found working on his new house very rewarding.
We are an LGBTQ-friendly, sex-positive, no-judgment firm.
You are welcome here.
We provide a full slate of income tax services for businesses and individuals, from preparing your return to preparing for your financial future. We focus on serving creative professionals, including:
Visual artists & photographers
Actors & entertainers
Coders & developers
Artisans & handcrafters
Wineries & breweries
There are only two certainties in life — death and taxes. We provide planning and compliance services for trusts, estates, and gifting, including:
Gift tax returns
Trust & estate income tax returns
Federal & state estate tax returns
Fiduciary bookkeeping services
Estate & legacy planning
Planning for retirement
Charitable gift planning
Charitable trust tax returns
Phone: (503) 489-7984
Mail: 7901 SE Powell Blvd Ste B #324, Portland, OR 97206
This is a mailing address only.
We do not have a public office location.