Services
Tax preparation first — with the planning and the books to back it up.
Everything we do is built around getting the return right for owner-led complexity, then keeping the plan and the numbers aligned the rest of the year. You work directly with Neil.
What we do
Four services, one coordinated firm.
Tax Preparation
Individual, S-corp, partnership, real-estate and multi-entity returns — planning built in.
Estate & Trust
Federal and Oregon estate tax returns (706, OR-706) and estate & trust income (1041), for executors and trustees.
Year-Round Advisory
Proactive planning that shapes the return — entity, owner comp, timing, real estate.
Who we help
Built for owner-led complexity.
We’re built for established owners, real-estate investors, and multi-entity families who’ve outgrown reactive, once-a-year filing — including people whose CPA just retired. If that’s you, the services above tend to work together.
The model
Virtual-first, and direct with Neil.
Secure document portal, phone and video meetings, and filings handled electronically where possible — with the substantive work done by Neil, not handed down a chain of junior staff. If we’re not the right fit, we’ll tell you.
Not sure where you fit?
A short Fit Call is the fastest way to find out.
30 minutes · no pressure · no obligation.