COVID-19 Update:  Marion County has been approved for Phase-1 Opening on May 22nd. 

At this time, we are discouraging our clients from coming into our office, unless it is absolutely necessary.  The majority of our clients are more vulnerable to the severe effects of the Coronavirus due to age. 

We are able to communicate with you via phone, e-mail, or zoom conference.  We are also able to accept documents via e-mail, fax, or DocuSign.

We will continue to reevaluate the situation each week and keep you informed.

We appreciate your understanding and help in our efforts to keep all of our clients safe and healthy.


Both the tax filing deadline and IRA contribution deadline have been postponed to July 15, 2020.

You can now find helpful resources regarding the coronavirus pandemic, as well as information about the CARES Act for individuals and businesses under the "Resources" tab located on our website. 

Please contact our office at (971) 209 - 4500 with any questions you might have. We are here to help! 

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