Business Details
Your Trusted Salem Accounting & Wealth Management Partner
Established to provide comprehensive financial solutions, our firm specializes in tax planning, accounting, and wealth management services. With over 25 years of experience serving clients in Salem and beyond, we deliver tailored strategies to simplify complex financial matters. Our team of Certified Public Accountants and Certified Financial Planners combines technical expertise with personalized service to address both individual and business needs. We focus on minimizing tax liabilities, optimizing retirement plans, and ensuring accurate financial reporting. Leveraging our dual expertise in accounting and investment advisory, we help clients achieve long-term financial security while maintaining compliance with evolving regulations.Our commitment to excellence is demonstrated through customized solutions that adapt to each client's unique circumstances. By staying current with tax laws and market changes, we empower clients to make informed decisions that support their financial goals. Our professionals maintain transparent communication and prioritize client education to foster trust and lasting relationships. Through strategic planning and proactive advisory services, we aim to reduce clients' financial stress while maximizing opportunities for growth.
Services
Accounting
Tax Preparation
Wealth Management
Retirement Planning
Asset Management
Payroll Solutions
Estate Tax Planning
Highlights and features
- We offer 25+ years of tax and accounting expertise in the Salem area
- Our dual-certified CPAs and financial planners provide integrated services
- Specialized solutions for complex tax situations and retirement planning
- Experienced team handles estates, trusts, and business taxation
- Personalized investment advisory services with tax efficiency focus
Associations and certifications
- Certified Public Accountant (CPA)
- Certified Financial Planner (CFP)
- SEC Registered Investment Advisor
Services
Tax Preparation
Our tax preparation services ensure accurate, compliant filings while optimizing deductions. We handle individual, business, estate, and trust tax returns with expertise in Oregon-specific regulations. Our proactive planning minimizes liabilities and maximizes refunds while maintaining full compliance with evolving tax codes.
Wealth Management
We develop customized investment strategies focused on growth and tax efficiency. Our SEC-registered advisors provide portfolio management, asset allocation, and retirement planning tailored to clients' financial goals while maintaining transparency and regulatory compliance.
Accounting
We deliver comprehensive accounting solutions including financial statement preparation, cash flow analysis, and bookkeeping. Our services support business decision-making through accurate, timely financial records that enhance operational efficiency and regulatory compliance for organizations of all sizes.
Retirement Planning
Specializing in Oregon PERS and self-employed retirement plans, we design customized strategies for personal and business retirement programs. Our approach considers tax implications, employee benefits, and long-term financial security while ensuring compliance with applicable regulations.
Asset Management
Our asset management services focus on growing and protecting client wealth through strategic investment allocation. We emphasize tax-efficient strategies, risk management, and regular portfolio reviews to align with clients' financial objectives while maintaining compliance with investment advisory standards.
People
Michael A. Blanchard
Chief Compliance Officer and Adviser
25+ years of experience in Salem with individual/business taxation, financial planning, and investment advisory. Certified Public Accountant and CERTIFIED FINANCIAL PLANNER professional specializing in complex tax and wealth management solutions.
Paul Cramer
CPA, Investment Advisor Representative
Over 30 years of CPA experience with expertise in estate, trust, and business tax preparation. Oregon State University graduate and Investment Advisor Representative bringing extensive knowledge to client financial strategies.
Katie Fallin
Senior Accountant & Investment Advisor Representative
Since 2015, provides individual tax and investment management services. Linfield College accounting graduate with Human Resource Management certification, combining client service expertise with investment advisory capabilities.
Danielle Hutchinson
Director of Operations
Leads operations strategy with healthcare management and business administration background. Ensures seamless firm operations, client experience optimization, and staff development through strategic planning and implementation.
Shannon McIntire
Paraprofessional
Supports client communications and payroll operations with strong organizational skills. Continuously enhances professional capabilities to improve workflow efficiency and maintain high-quality service delivery standards.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting solutions including financial reporting, cash flow management, budgeting, and payroll services tailored to small business needs.
How do you handle complex tax situations?
Our CPAs specialize in complex tax planning with expertise in estate, trust, business, and Oregon-specific tax regulations to minimize liabilities.
What retirement planning options are available?
We design personalized retirement strategies for Oregon PERS, business plans, and self-employed retirement solutions considering tax implications and long-term goals.
Are your investment advisory services fiduciary?
Yes, as SEC-registered advisors, we operate under fiduciary standards, prioritizing client interests in all investment recommendations and portfolio management.
How does your firm approach asset management?
We focus on tax-efficient investment strategies with customized asset allocation and location planning to optimize growth potential while managing risk.
