We strive to provide the highest level of service to our clients. Years of experience in tax preparation and financial planning have given us the skills and expertise to help you minimize your tax burden and reach your financial goals.

William E. Clive, President – William Graduated from BYU in 1983 as a Financial Planner. Professional Designations include; Oregon Licensed Tax Consultant, Chartered Financial Consultant, Chartered Life Underwriter, Licensed Stock Broker, Registered Principal, and Investment Advisor Representative (KMS Financial Services, Inc., Registered Investment Advisor). William offers over 34 years of experience in helping clients meet their tax and financial goals.

Karen Evans – Enrolled Agent, Oregon Licensed Tax Consultant with over 25 years of experience in the field of tax accounting.

Kristen Clive –  Enrolled Agent, 9 years of experience in the field of tax preparation and tax accounting.

Dallas Boge – Oregon Licensed Tax Consultant, Licensed Stock Broker, 24 years experience in financial and tax industry.

Julie Gerke – Office Manager with over 10 years experience. Great in dealing with problems with a smile.

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