Business Details
Expert Accounting & Tax Services for Businesses and Individuals
At L Maxwell Hesse, we combine over 50 years of collective experience to deliver personalized accounting, tax, and business advisory services tailored to closely-held businesses, investors, and self-employed individuals. Our team of two dedicated professionals prioritizes direct client collaboration, ensuring swift, transparent communication and solutions grounded in big-firm expertise adapted for small-business agility. With roots in prestigious firms like PricewaterhouseCoopers LLP, we bring sophisticated industry knowledge to every engagement while maintaining the approachable, community-focused ethos of our Multnomah Village base.Our services encompass financial statement reviews, tax planning, estate and trust compliance, and strategic consulting, all delivered with a commitment to simplifying complex financial matters. By fostering long-term client relationships and emphasizing plain-language explanations, we empower clients to make informed decisions without unnecessary complexity. Our active involvement in local nonprofits and neighborhood initiatives reflects our dedication to both professional excellence and community stewardship.
Services
Financial Statements
Tax Planning
Estate Returns
Business Consulting
Community Support
Highlights and features
- Direct access to senior professionals with decades of experience in accounting and tax compliance.
- Tailored solutions for diverse industries, including manufacturing, construction, and professional services.
- Plain-language explanations of complex financial and tax matters for client clarity.
- Community-focused commitment to local nonprofits and neighborhood engagement.
- Proven track record of simplifying compliance and optimizing financial strategies.
Services
Financial Statements
We conduct thorough financial statement reviews and compilations, ensuring accuracy and compliance for businesses of all sizes. Our team leverages industry-specific expertise to provide actionable insights that enhance financial clarity and decision-making. Trusted by S corporations, partnerships, and LLCs to maintain transparency and strategic oversight.
Tax Planning
Our tax planning services focus on optimizing liabilities and maximizing savings through proactive compliance strategies. We specialize in navigating complex federal and state tax codes to deliver customized solutions aligned with individual and business goals. Clients benefit from simplified processes and ongoing regulatory expertise.
Estate Returns
We manage comprehensive estate and trust return compliance, addressing all aspects of gift, trust, and inheritance tax obligations. Our approach emphasizes meticulous record-keeping and forward-thinking planning to preserve wealth and ensure seamless transitions for future generations.
Business Consulting
Our consulting services address key business challenges, including acquisitions, financing, and operational efficiency. Drawing from decades of experience with diverse industries, we provide strategic guidance tailored to the unique needs of closely-held enterprises and their owners.
Community Support
We actively support local nonprofits through financial expertise and community engagement. This includes streamlined compliance assistance and tailored advisory services to help organizations meet their missions while maintaining fiscal health and accountability.
People
Lori J. Maxwell Hesse
CPA
Lori has 30 years of experience advising entrepreneurs on accounting, tax, and operational matters. Prior to founding L Maxwell Hesse, she co-owned The Maxwell Hesse Group, LLC and worked at PricewaterhouseCoopers LLP. She emphasizes responsive, personalized service and active community involvement.
Nancy Maxwell
LTC
Nancy is a licensed tax consultant with over 25 years of experience specializing in individual tax compliance, closely-held business taxation, and QuickBooks expertise. She has served as the firm's primary professional since 1993, providing direct client support and technical proficiency.
Questions
What services does L Maxwell Hesse offer?
We provide financial statement reviews, tax planning, estate and trust returns, business consulting, and nonprofit support tailored to closely-held businesses and individuals.
Who are L Maxwell Hesse's typical clients?
We serve S and C corporations, partnerships, LLCs, self-employed individuals, investors, and business owners seeking personalized accounting expertise.
What makes L Maxwell Hesse unique?
Our team combines big-firm experience with small-firm accessibility, offering direct professional collaboration, plain-language guidance, and community-driven service.
Where is L Maxwell Hesse located?
We are based in Multnomah Village, Portland, Oregon, a neighborhood reflecting our commitment to local businesses and community engagement.
How does L Maxwell Hesse handle complex tax matters?
We simplify compliance by staying updated on tax law changes and applying them strategically to optimize savings and ensure accurate filings for individuals and businesses.
Can I work directly with the firm's professionals?
Yes—our two senior professionals work directly with clients, ensuring personalized attention without intermediaries or unnecessary delays.
