Welcome Welcome to our website! If you are looking for a blend of personal service and expertise, you have come to the right place! This Lake Oswego Accounting Firm offers a broad range of services for business owners, executives and independent professionals - QuickBooks Consulting, Tax Preparation, Tax Planning, Self Directed Retirement Planning, IRAs and Solo-401ks. Our rates are affordable. Our Accountants are experienced and friendly. Please call Today for a free no-charge 1/2 hour initial consultation - (503) 643-6955 x211.

Firm Profile Our firm's reputation for providing quality service reflects the high standards we demand of ourselves. Our high standards, responsive service and specialized staff spell the difference between our firm and the rest.

Services Our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, retirement planning, business formation, financial planning, self-directed IRA's, solo-401(k)'s, and real estate investing.   Small Business Quick Books Pro Adviser.   Featured Products & Services to know about:     Convert you existing retirement accounts to a Desktop IRA to gain control and access to Alternative Investments (i.e. mortgage notes, private notes, real estate, tax liens, life settlements, options, currency trading, private companys, gold or silver).     Available to our clients the Build Equity America's web based debt reduction_program.