We represent high net worth clients whose tax situations are complicated by local, state, and federal tax laws. Our tax planning also involves succession planning and advising clients on the technical and personal aspects to selling one’s lifework.

If you're interested in learning more about our services,
we encourage you to get in touch at your earliest convenience.

(503) 224-3092

or submit an online message to request an appointment.

We look forward to working with you.