We are an experienced firm that focuses on providing quality services to our clients. In order to provide the personal service our clients expect, we have chosen to remain a small firm. It is our goal to perform services in a time and cost effective manner. Spending the time necessary to provide quality services to our clients helps to keep our services cost effective by ensuring that our clients have few long-term time consuming and costly tax and financial problems.
Nancy Lee Bolton, CPA
Nancy received her Bachelors in Business Economics (Cum Laude) with departmental honors in economics from Willamette University in May of 1993. After college, Leland convinced Nancy to work in public accounting, and she has enjoyed working in the field since that time. Nancy completed her accounting studies at Portland State University and was a member of the PSU’s Beta Alpha Psi accounting honorary fraternity. She has worked in public accounting for over fourteen years, working extensively with individual and business income tax returns, preparation of corporate financial statements, and auditing of nonprofit organizations.
Nancy is a member of the American Institute of CPAs, the Oregon Society of CPAs, and was on the board of the Friends of the Multnomah County Library for over five years. Nancy served as treasurer of the Friends for two years, and continues to advise them in financial matters.
We strive to provide detailed and thoughtful services to our clients. This approach ensures that we ask needed questions of our clients, often bringing up relevant information not initially provided by our clients.
Listed below are some of the services we offer. This list is not meant to be all inclusive. Please feel free to inquire if you are interested in services not included in this list.
Income Tax Planning and Preparation
We work with our clients, including both individuals and small businesses, to find the best tax strategy for both their personal and business needs. By being aware of all areas of our clients’ financial and business activity, we can help plan a comprehensive tax and financial strategy that encompasses all of their needs. We strive to include clients in the process, presenting them with options and recommendations where appropriate. We have found that our approach is well received by clients and produces quality tax plans and returns.
10151 SW Barbur Blvd.