Business Details
Trusted Accounting and Tax Services in Bend, OR
Fowler & Co. & Co. is a distinguished accounting and financial advisory firm dedicated to empowering business owners and investors. With decades of combined experience, our team of certified professionals delivers comprehensive tax planning, business advisory services, and personalized financial strategies. We prioritize ethical practices, meticulous attention to detail, and a deep understanding of evolving tax regulations to ensure clients maximize returns while minimizing liabilities. Our commitment to personalized service fosters long-term client relationships, supported by a proven track record of guiding clients through complex financial landscapes. Through strategic growth planning, estate management, and operational efficiency consulting, we position clients for sustained success.Our expertise spans individual tax preparation, business entity structuring, and wealth management, reflecting our holistic approach to financial wellness. Rooted in Bend, Oregon, we leverage local market insights while upholding national professional standards. Clients benefit from our proactive communication, transparent processes, and dedication to continuous education in accounting best practices. This foundation of trust and technical excellence has established us as a preferred partner for businesses and investors seeking reliable financial stewardship.
Services
Individual Tax Preparation
Business Tax Services
Bookkeeping Solutions
Payroll Management
Wealth Management
Personal Financial Planning
Retirement Planning
Business Advisory Services
QuickBooks Support
Estate Planning
Highlights and features
- Our team includes CPAs, CFPs, and MBA holders with over 50 years of combined experience in tax and financial planning.
- We offer comprehensive, end-to-end financial solutions tailored to business owners and investors.
- Each client receives personalized attention from certified professionals with proven industry expertise.
- We implement strategic tax planning to minimize liabilities while maximizing investment returns.
- Our local market knowledge enables specialized advisory services for Bend's business community.
What people say
Close personal attention
Quality service
Proven expertise
Timely solutions
Ethical advisors
Services
Individual Tax Preparation
We prepare accurate, compliant tax returns for individuals while identifying deductions and credits to minimize tax liabilities. Our certified professionals stay current with federal and state tax code changes to ensure optimal filing strategies. Clients benefit from personalized guidance that supports long-term financial planning and compliance.
Business Advisory Services
We provide strategic guidance for business growth through financial analysis, entity structuring, and operational efficiency improvements. Our services include budgeting, cash flow management, and succession planning for sustained business development. Clients receive tailored solutions to navigate regulatory requirements and market challenges.
Bookkeeping Services
Our bookkeeping services maintain accurate financial records, including accounts payable/receivable, payroll processing, and reconciliation. We implement efficient systems for small to mid-sized businesses to ensure financial transparency and decision-ready reporting. Clients gain time to focus on core operations while we manage accounting fundamentals.
Wealth Management
We develop comprehensive wealth management strategies covering retirement planning, estate management, and investment optimization. Our CFP professionals create personalized plans that align with clients' financial goals and risk profiles. Integrated tax planning ensures preservation and growth of client assets over time.
Payroll Services
We deliver efficient payroll processing through MyPay Solutions, ensuring tax compliance and accurate employee payments. Services include tax filing, third-party payment processing, and user-friendly reporting tools. Businesses reduce administrative burdens while maintaining compliance with federal, state, and local employment regulations.
People
Greg Fowler
Principal
CPA and CFP with 20+ years of tax planning experience, former EY professional, and business leader. Teaches nationwide tax seminars and actively contributes to Bend's business community through board roles.
Amy Percell
CPA, MBA
CPA with 9 years of public accounting experience and private industry expertise in healthcare and wealth management. Holds an MBA and Masters in Accounting from the University of Oregon, serving Bend clients since 2013.
Heather Ross
Accounting Professional
15-year tax expert with experience in real estate and professional services industries. Provides bookkeeping and accounting support while assisting with both individual and business tax filings.
Canda Kastel
Accounting Specialist
Central Oregon small business owner with 25+ years of payroll and accounting experience. Supports clients with accurate financial management and compliance solutions tailored to local market needs.
Stephen Andrusko
Financial Paraplanner
Financial planning graduate with broker-dealer experience preparing for CFP certification. Provides technical support for investment strategies and client service operations.
Questions
What bookkeeping services do you offer for small businesses?
We provide full-cycle bookkeeping including accounts payable/receivable, bank reconciliations, payroll processing, and financial reporting for businesses up to 75 employees.
Do you handle both individual and business tax preparation?
Yes, we prepare federal and state tax returns for individuals and businesses, including entity selection guidance and year-round tax planning strategies.
How do your wealth management services work?
Our CFP professionals create personalized plans covering retirement, estate, and investment management with integrated tax optimization strategies for long-term financial security.
What payroll solutions do you provide?
We offer comprehensive payroll through MyPay Solutions, including tax compliance, direct deposits, employee portals, and third-party payment processing for small to mid-sized businesses.
Can you assist with QuickBooks implementation?
Yes, we optimize QuickBooks usage through system setup, process improvement, and training to maximize accounting efficiency for our clients.
What business advisory services do you offer?
We provide strategic planning, cash flow management, business entity restructuring, and growth strategy consulting to enhance business performance and sustainability.
