We offer the tax and financial professional more than continuing education programs.  Below is a list of services we offer in addition to our training and education products.  We warmly extend the following services to you:

• Tax Return Preparation, Planning & Consulting.
• Business consulting, including corporate restructuring, business liquidation, employee benefit consulting and business entity basis reconstruction.
• Business startups, including initial IRS & State of Oregon regulatory filings, initial capitalization, asset transfer and proper business entity funding.  Quickbooks set-up and consulting.
• Tax-Exempt entity consulting, including Form 1023 preparation & filing, follow-up with IRS, accounting setup, ongoing Form 990 and Oregon Department of Justice filings, exempt entity liquidations and final regulatory filings.
• Estate planning; including estate consultation, estate administration assistance and consulting, charitable planning, Charitable Remainder Annuity Trust advisory services as well as preparation of Split Interest Tax Returns, gift planning, intra-family transfer planning utilizing Family Limited Partnerships, LLC's & Subchapter S stock restructuring and reorganization.
• Fee basis financial planning.  We prepare financial plans or consult on specific financial needs or goals.
• Mediation Services; specializing in estate, probate & trust conflicts as well as divorce & business conflicts.
• Professional & regulatory examination preparation assistance and tutoring services.
• In-house training programs.
• Tax research services, including memorandum preparation.
• Social Security disability consulting. Initial SSA application preparation and Social Security appeals hearing representation.

Call us anytime for a free, confidential interview.  We can be reached at (866) 585-1393 during normal business hours.