A Vancouver, Washington practice serving individuals, family-run businesses, and closely-held companies across the Pacific Northwest.
A focused practice in tax, accounting, and business advisory work — built around the rhythms of the people and companies we serve.
The core of the practice is tax preparation — federal and multi-state returns ranging from individual 1040s with rental, K-1, and equity-compensation activity to closely-held S-corps, partnerships, and sole proprietorships. Year-end planning is part of the engagement, not an add-on.
Adjacent to tax work, we maintain bookkeeping and payroll engagements for clients who want their books reconciled and clean year-round, and we provide IRS and state representation when notices, audits, installment agreements, or offers in compromise arise.
For business owners, we offer ongoing advisory work: entity selection, S-corp reasonable-compensation analyses, quarterly tax projections, and the kind of forward-looking conversations that make April less surprising.
All of it is delivered under a written engagement with a clearly defined scope and fee. We take on new clients thoughtfully, and we prefer working relationships that last.
I came to tax work through running businesses, not the other way around.
I grew my family's company, ran my own companies in logistics and equipment rental, and oversaw construction projects with developers and engineers — so I know what it's like to make payroll on a tight week and stay up sweating a budget. Eventually I opened my own bookkeeping firm, then joined a tax office to deepen the tax side. I'm an Oregon Licensed Tax Consultant (LTC), and my main focus today is tax accounting and business advising. What I enjoy most is helping people solve problems with tax agencies and watching businesses grow over the years. Family-run businesses are my favorite to work with — it's where I started, and the work always feels personal.
I grew up mostly in the Pacific Northwest and have spent most of my life here, with a stretch in Europe for university along the way. I also studied at Clark College in Vancouver, WA. Working here, in the community I know, felt like the natural next step.
Good counsel should not be reserved for those who can most easily afford it.
Each year, a portion of the practice is set aside for individuals and young businesses working through difficult seasons — reduced-fee engagements and, in select cases, work we take on simply because it ought to be done. If cost is the thing standing between you and getting help, say so when you write to us. It will never change how you are treated, and the conversation stays between us.
We keep our client list at a size we can serve well, and every engagement begins with a brief introductory conversation. Tell us what you're working on and we'll be in touch within one business day.
And the telephone is never the wrong way to reach us. If we're with a client when you call, leave a message — we return every call, usually the same business day, a little longer at the height of tax season.