Deschutes Investment Consulting LLC

Buckley Law P.C. providing services for business, estate planning, real estate and dispute resolution

Buckley LeChevallier, located in Lake Oswego, Ore., is a law firm providing services for business, estate planning, real estate and dispute resolution. The company focuses on the investment needs and capital requirements of owners, investors, contractors and developers. Other services offered include tax and estate planning, trademarks and copyrights, employment procedures and policies, bankruptcy. Its family law services include Premarital agreements, divorce, custody, child and spousal support, domestic violence allegations, Grandparent s rights, parental abductions, and emergency custody. Buckley LeChevallier also offers dispute resolution in the areas: Business, real estate, construction, environmental, land use, Professional licensing and malpractice, administrative law, and complex litigation.

Sierra Pacific Financial Advisors

Sierra Pacific Financial Advisors, LLC (SPFA) is a Fee-only Registered Investment Advisory (RIA) firm that offers its clients over a century of collective financial services knowledge. Our experts are here to help you reach your goals and make sound financial strategies more achievable than you might think. No matter where you are in life, we will be with you until you reach the finish line. We serve as fiduciaries and provide unbiased financial solutions with a single focus: our client’s best interests. We don’t just manage money; we work closely with our clients to create comprehensive, personalized plans that connect all aspects of their finances in order to achieve the best results possible. Our services include: stock options, RSUs, ESPP exercising strategies and diversification for those with concentrated stock options; tax-advantaged retirement planning for business owners; wealth management and transfer solutions for pre-and-post retirees; and financial wellness and investment services for women. At Sierra Pacific Financial Advisors, we strive to ensure our clients are making well-informed and sensible decisions throughout their financial journey - from wealth accumulation to preservation, to distribution.

Steven H Mangan CPA

Steven H Mangan CPA is a comprehensive tax and accounting firm, dedicated to serving both businesses and individuals. Our mission is to help our clients plan and manage their finances in the most effective manner. Through our expertise, we are able to provide tailored solutions that meet the unique needs of our clients. We offer a wide range of services for both businesses and individuals. For individuals, we provide tax planning, preparation, consulting, college planning, divorce planning, and retirement planning. For businesses, we offer bookkeeping, accounting, financial statement preparation, payroll processing, and business consulting. With our experienced team, we are committed to delivering quality services and helping our clients achieve their financial goals.

Cornerstone Planning Group

Cornerstone Planning Group is a financial services firm located in Oklahoma City, providing businesses of all sizes with comprehensive financial solutions, such as benefit plans and succession planning. Additionally, the team specializes in IRA rollovers from 401ks and other aspects of the 401k business. Darren Telford, J.D., CFP, CPFA, is the leader of Cornerstone Planning Group and specializes in helping companies set up and manage qualified retirement plans for their employees. He also assists business owners and executives in forming personal retirement strategies, such as selecting the best IRA, Roth IRA, non-qualified annuity or other retirement savings vehicles, to meet their retirement planning goals.If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Christopher Hunt, EA

Are you looking for help with your business or personal finances? Look no further than Christopher Hunt, EA. Our experienced team of accountants provide custom and cost-effective solutions to individuals and small businesses across Vashon, WA. With over 30 years of combined experience, you can trust our team to deliver quality services with personal attention. We offer a variety of services including IRS representation that focuses on negotiating lower balances and overall IRS debt. We also provide tax return preparation, financial analysis, payroll services, bookkeeping, QuickBooks® consulting, and retirement planning. For dependable business accounting and more, contact Christopher Hunt, EA today at (206) 463-3301 to schedule an appointment. Visit us online to learn more.

Windrose Law Center

Windrose Law Center is a boutique law firm exclusively committed to estate planning, retirement planning, and business planning. Our friendly Scottsdale/Phoenix law firm gets to know you to personalize our services to fit your needs and resources. We use a variety of tools and help you decide which tools are best for your situation including drafting wills, trusts, and powers of attorneys.   Our law firm also helps business owners. We ensure that your business is formed correctly, using the business entity that meets your needs, whether you decide to operate a limited liability company (LLC), partnership, corporation, or non-profit. We can help business owners with contract review, non-compete agreements, and operating agreements.

Robert D Roseman, PC

Providing entrepreneur, start-up, business, not-for profit and  commercial real estate clients, including tenants, developers and investors with cost-effective legal services. The practice's focus is on business formation, corporate and real estate transactional work and the formation of not-for-profit organizations. With more than 45 years of transactional experience, Mr. Roseman is adept at providing extraordinary service and value to his corporate, not-for-profit, business and real estate clients. His services include: Business Entity Formations, including all corporate, partnership and limited liability company organizational documents in the DC Area Organizing Business and Real-Estate Holding Companies Drafting and Negotiating Contracts Preparing and Negotiating Stock or Asset Based Sales Transactions Drafting Executive Compensation Arrangements Strategic Planning For Business and Not-for-Profit Organizations Advisement at all stages of a real estate project, including acquisition, financing, construction, leasing, management and disposition Drafting lease agreements for Landlord and Commercial and Not-for-Profit Tenant clients Negotiating Commercial Real Estate Sales Contracts for Sellers and Buyers and Commercial Loan Documents for Lenders and Borrowers Strategic pre-bankruptcy and debt restructure and asset protection planning; and, Representation of Foreign Investors in US Real Property Transactions.

Spies Tax Connections

Tax preparation, tax planning, and tax resolution are all professional services that help individuals and businesses manage their taxes. Tax preparation is the process of preparing taxes by gathering paperwork, calculating taxes due or refundable, and filing returns with relevant tax authorities. Tax planning is an ongoing process of analyzing financial data to identify tax savings and ensure compliance with reporting and payment obligations. Tax resolution is a service that helps taxpayers settle tax debt with the government by developing a payment plan, establishing an Offer in Compromise, or other means. Tax preparation services involve gathering the required documents needed to complete a taxpayer’s tax return and ensuring accuracy when calculating appropriate deductions, credits, and the overall amount due or refundable. Common documents include W-2s, 1099s, pay stubs, bank statements, and investment statements. Professional tax preparers can also provide advice on how to maximize tax savings. Tax planning involves more strategic planning and an ongoing consultation between the taxpayer and their professional advisor. It includes evaluating various options for filing, such as married filing jointly or separately, claiming dependents, and utilizing credits or deductions. Tax planners also consult on topics like estate planning and retirement planning, which can have major implications on taxes. Tax resolution assists taxpayers with resolving different types of tax debt with the government, such as overdue balances, underpayment penalties, and unfiled returns. A qualified tax professional can help taxpayers negotiate with the Internal Revenue Service (IRS) to reduce the total amount of debt owed or to establish a payment plan. This can free taxpayers from the financial burden associated with owing back taxes and help them move forward in their personal and business finances.