Business Details
50+ Years
experience
Your Trusted Partner for Tax & Accounting Solutions in Eugene
Established in 1968, our firm has served the Eugene/Springfield community for over five decades. We specialize in delivering tailored tax, accounting, and financial planning solutions for individuals and businesses navigating complex regulatory environments. Our team of certified professionals combines deep local knowledge with expertise in small business taxation, estate planning, and IRS compliance. We prioritize personalized service, leveraging decades of collective experience to help clients achieve long-term financial success.Our commitment to transparency and ethical practices has solidified our reputation as a trusted advisor in the region. We focus on understanding each client's unique needs, offering actionable insights to optimize financial outcomes. With a legacy of service rooted in Oregon, we continue to adapt to evolving financial landscapes while maintaining our core values of integrity and client-centricity.
Services
Tax Planning
Bookkeeping
IRS Representation
Estate Tax Returns
QuickBooks Assistance
Retirement Planning
Entity Structure Analysis
Cash Flow Analysis
Details
- Year established: 1968
Highlights and features
- We offer over 50 years of local expertise in tax and accounting services.
- Our team includes certified professionals with specialized knowledge in small business taxation.
- We provide personalized financial strategies tailored to individual client needs.
- Our firm maintains deep connections to the Eugene/Springfield business community.
- We combine technical excellence with transparent, ethical client relationships.
Services
Tax Planning
Our tax planning services help individuals and businesses optimize their financial positions through strategic projections and compliance solutions. We analyze current financial situations to identify tax-saving opportunities while ensuring adherence to evolving regulations. With expertise in both personal and corporate taxation, we develop customized strategies that align with long-term financial goals.
IRS Representation
We provide professional IRS representation for taxpayers facing audits, collections, or compliance issues. Our certified professionals handle communication with tax authorities while developing resolution strategies tailored to each client's circumstances. This service includes preparing documentation, negotiating settlements, and ensuring proper tax code interpretation to protect client interests.
Bookkeeping
Our bookkeeping services maintain accurate financial records through systematic transaction tracking and reporting. We implement efficient accounting systems that provide real-time financial visibility for businesses of all sizes. This foundational service supports informed decision-making while ensuring compliance with accounting standards and tax requirements.
Estate Tax Returns
We prepare and file complex trust, estate, and gift tax returns while providing strategic planning guidance. Our expertise ensures compliance with specialized tax regulations while minimizing tax liabilities for beneficiaries. This service includes analyzing asset structures and developing succession plans that align with clients' estate management objectives.
QuickBooks Assistance
Our QuickBooks specialists help businesses implement and optimize accounting software solutions for efficient financial management. We provide system setup, data migration, and ongoing support to ensure accurate financial tracking. This service streamlines accounting processes while improving financial reporting capabilities for small to mid-sized businesses.
People
Jodie A. Olsson
Shareholder
Jodie Olsson, a University of Oregon graduate with 30+ years in accounting, specializes in small business taxation. She became a shareholder in 2000 and focuses on personalized financial solutions while maintaining Oregon Society of CPAs membership.
Bobbie C. Rosenberg
Shareholder
Bobbie Rosenberg holds advanced degrees in accounting and taxation. With experience at KPMG and 15+ years at the firm, she specializes in tax compliance and estate planning. She became a shareholder in 2007 and actively contributes to professional tax organizations.
David Guempelein
Staff Accountant
David provides comprehensive accounting services to diverse clients. His technical expertise supports accurate financial reporting and tax compliance. He works closely with senior staff to deliver tailored solutions that meet specific client needs.
Margaret Hobart
Staff Accountant
Margaret delivers specialized accounting support with attention to detail. She assists with tax preparation and financial reporting while maintaining high professional standards. Her work supports both individual and business client needs.
Dale Moore
Office Manager
Dale oversees daily operations and client communications. With extensive knowledge of the firm's processes, he ensures efficient service delivery and maintains organizational excellence in supporting professional staff.
Questions
What accounting services do you offer for small businesses?
We provide tax returns, financial statements, succession planning, entity structure analysis, and cash flow management specifically tailored for small businesses.
Do you handle complex tax situations for individuals?
Yes, we specialize in individual tax preparation, estate tax returns, IRS representation, and tax planning for complex financial situations including real estate transactions.
How can you help with QuickBooks implementation?
Our certified QuickBooks ProAdvisors assist with system setup, data migration, and customized training to optimize your accounting processes and financial reporting.
What experience do you have with IRS tax disputes?
Our team has decades of experience representing clients in IRS audits, collections, and tax code interpretations, ensuring proper resolution of tax issues.
How do you support retirement planning?
We analyze current financial positions to develop personalized retirement strategies that consider tax implications and long-term financial goals.
What makes your firm different from other accounting services?
We combine 50+ years of local expertise with personalized service, certified professionals, and comprehensive solutions tailored to Oregon businesses and residents.
