We’re a small company by design. That’s the point.
It’s our clients who make us different.
Our people are individuals who value clarity, honest advice and having someone they can actually reach when questions come up.
They are willing to learn. They want structure. And they understand that strong businesses are built on strong foundations.
They care about doing things the right way, but don’t want to spend their nights buried in paperwork and spreadsheets.
Is this you?
Come work with us.
You Don’t have to do it all
I like to do great work for fewer people. As a small business owner, an Enrolled Agent and a Licensed Tax Consultant in Oregon I have the experience and knowledge to be your tax and accounting specialist.
What kind of support does your team need?
We see our work as tying the pieces together.
Connecting the details, creating structure and making sure nothing unravels under pressure.
Bookkeeping
Need some help with your books? Then it’s time to let us connect all the details, create some structure and make sure your finances are organized. Relax, sit back, and enjoy finally having confidence in your numbers. You’ll be ready for tax return filing or current financial reporting. No judgement, just support with lots of communication.
Annual Tax Preparation only
Already managing your own bookkeeping and just need tax prep? We provide annual tax preparation plus semi-annual check-ins to answer your questions and keep your plan on track. We can handle your personal and business tax returns. At tax time, you deliver reconciled accounts along with your P&L and Balance Sheet. With your strong foundation in place already, we’ll handle the compliance with a complete tax return and you can breathe easy until next year.
Monthly
Full Service Tax and Books
Think of us as part of your team. We handle bookkeeping, payroll, monthly financial reports, estimated tax payments, and year-end readiness. When the books are looking great, we’ll prepare your tax returns as the final step. Your monthly package price covers all the work so there are no large bills to budget for. Personal services, steady communication and quality work keep it from unraveling. Ah, Peace!
Quarterly
Tax and Bookkeeping review
Prefer regular check-ins without full bookkeeping? We’ll review your reconciled accounts each quarter, prepare tax estimates, and provide proactive planning so you’re fully prepared when tax season arrives. Preparation of your tax returns is included as part of your package. A little oversight to tie it all together and you can feel confident about the work you’re doing.
Client Testimonials
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Kathy is great to work with! She is very knowledgeable, and if something unique comes up with my real estate business, does the research to help AND grow her knowledge base! She is responsive to requests and questions, as well as personable and easy to talk to. Without hesitation, I highly recommend Kathy to help with your taxes!!
Patty Hopper
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![Beach scene with a straw umbrella, lounge chairs, a person sunbathing, a surfboard, and a large ship in the distance over calm blue ocean water.]()
"Kathy Olsen has been a friend & neighbor for many years. She also is a highly capable Enrolled Agent who prepares our personal federal tax return - which is a bit more complex than many since we now live in another state and are usually wintering in Mexico during the tax season. You can trust Kathy to get your returns done right, on-time and for a reasonable cost"
Ellen Woodward
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Kathy has been my tax advisor for many years. She's helped me file my taxes on time, manage my bookkeeping and be more organized by doing things like creating a form template that makes sense to me. I use it to track my income and expenses so she can take all the deductions for me at tax time. She is quick to answer all my tax questions and does my family member's taxes also. She is very knowledgeable and she cares about me and my business.
Brenda Paulsen
