Business Details
47 Years
experience
Your Trusted Partner for Accounting & Tax Solutions
Patrick Casey offers comprehensive accounting and tax services with decades of experience serving individuals, businesses, estates, and trusts across the United States. Our team of certified public accountants and financial planners combines deep expertise with personalized guidance to navigate complex tax challenges. We prioritize proactive planning, responsiveness, and client education, ensuring clients receive tailored solutions that align with their financial goals.With roots in Central Oregon since 1979, our firm is committed to delivering high-quality service while maintaining strong ethical standards. Our collaborative approach ensures clients benefit from collective intelligence and specialized knowledge in tax law, estate planning, and financial strategy.
Services
Personal Income Taxes
Business Tax Preparation
Estate Tax Services
Tax Planning Consultation
Accounting Software Support
Entity Selection Guidance
Multi-State Returns
Audit Assistance
Trust Administration
Retirement Planning
Details
- Year established: 1979
Highlights and features
- Decades of experience guiding clients in Central Oregon since 1979
- Proactive tax planning for individuals and businesses across industries
- Collective expertise from 10+ CPAs with specialized certifications
- Responsive support for complex tax scenarios and multi-state filings
- Comprehensive approach combining tax preparation with financial planning
Services
Personal Income Taxes
We prepare and plan personal income tax returns for diverse clients including investors, real estate professionals, and multi-state residents. Our services cover deductions optimization, retirement planning, and complex scenarios like 1031 exchanges. Clients benefit from proactive strategies that minimize liabilities while ensuring compliance with evolving tax codes.
Business Tax Preparation
We handle tax compliance for partnerships, LLCs, and corporations while offering advisory services on deductions, credits, and entity selection. Our team assists businesses with cash flow analysis, multi-state filings, and industry-specific challenges across sectors like healthcare and technology. Clients receive tailored support for both annual compliance and strategic decisions.
Estate Tax Services
Our firm specializes in estate and trust tax planning, including fiduciary return preparation and inheritance tax strategies. We collaborate with legal professionals to administer estates, optimize charitable deductions, and implement legacy plans. Clients receive comprehensive support for both pre-death planning and post-death administration complexities.
Tax Planning Consultation
We provide year-round consultation for tax projections, business transactions, and major financial decisions. Services include quarterly payment calculations, investment strategy analysis, and retirement account optimization. Our proactive approach helps clients anticipate obligations and implement tax-efficient solutions aligned with long-term financial goals.
Accounting Software Support
We assist businesses with QuickBooks implementation, chart of accounts design, and financial reporting customization. Our team creates tailored accounting systems for startups and ongoing operations while ensuring compatibility with tax compliance requirements. Clients receive training and support to maintain accurate financial records throughout the year.
People
Cody Martin
CPA Partner
Specializes in small business and individual tax services with 15 years of public accounting experience. Graduated from Oregon State University in 2005 after working at KPMG. Active in Central Oregon outdoor activities.
Kyle Dover
CPA, CFP Partner
Provides tax planning and consulting services since 2007. Holds CPA and Certified Financial Planner credentials. Focuses on business and fiduciary clients while maintaining expertise in complex financial situations. Enjoys outdoor recreation in Central Oregon.
Chelsea Mayer
CPA, CFP Partner
Specializes in trust and estate work since joining in 2016. Holds advanced degrees in mathematics and accountancy. Certified Financial Planner focusing on family financial transitions. Active traveler and outdoor enthusiast.
Angela Schwebke
CPA
Oregon native with 20+ years of experience in small business accounting. Transitioned from California practice in 2001. Focuses on financial statements preparation and individual tax planning. Enjoys regional outdoor activities.
Kirsten Herschleb
CPA, CFP
Joined firm in 2015 specializing in business and individual tax services. Obtained Certified Financial Planner certification in 2022. Balances practice between Oregon and Alaska. Expertise in mountain and marine recreation industries.
Questions
What types of individual clients do you serve?
We work with small business owners, retirees, investors, real estate professionals, and corporate executives requiring complex tax solutions.
How long have you operated in Central Oregon?
Our firm has served Central Oregon since 1979, with multiple partners maintaining deep community ties.
Do you handle multi-state tax returns?
Yes, we prepare tax returns for individuals and businesses operating across state lines nationwide.
What specialized tax services do you offer?
Our expertise includes real estate transactions, business succession planning, estate taxation, and international tax compliance.
