Services
• Audit
• Review
• Compilation
• Accounting and bookkeeping
• Tax preparation
• Tax planning
• Estate and trust planning
• Management consulting
• Business succession planning
• Strategic planning
• Personal financial advisory

Specialties
• Small businesses (closely held)
• Emerging businesses
• Advertising and public relations
• Professional service firms
• Auto dealer advertising associations
• Nonprofits
• Fiduciaries
• High-wealth individuals
• Expatriate tax returns

Affiliations
• American Institute of Certified Public Accountants (AICPA), small firm division
• CPA Associates International, Inc.
• Oregon Society of CPAs (?)