Professional Tax Planning and Preparation in Bend, Oregon


Tax Planning and Tax Preparation

Saving money at tax time is more than just accurate tax preparation — it’s also creative tax planning strategies implemented during the year. I’m committed to helping you keep your hard-earned money without paying a penny more in taxes than you’re legally required to do. And some of the biggest savings can come when we work together and plan ahead. I offer proactive tax planning strategies to save you money when tax time comes. Please give me a call any time of the year, so I can start finding ways to save you money.

If you’ve received a letter…

If you’ve received a tax notice, IRS letter, audit notice, or other tax correspondence from the IRS, a state agency, or a local agency, I can help.

Your Next Step

If you have an immediate need for tax preparation or planning, please feel free to call me at 541-645-0006 during Pacific time business hours. Even if it’s not tax season, I’d love to get to know you ahead of time. As a matter of fact, that’s the best time, because I can help you plan and carry out any necessary actions prior to December 31 so you can save at tax time. I’d love to meet you and discuss how I can help you with your tax requirements. I offer a complimentary analysis of your last 3 tax returns. I often find mistakes and missed opportunities that could be costing you thousands. So call me at 541-645-0006 or visit my contact page and schedule your initial tax analysis today!