Services for Individuals

Finding independent, unbiased advice about your financial future can be challenging. Our experienced team is ready to help you develop strategies that match your individual financial goals now and into the future. Developing a comprehensive plan is essential to achieving financial success.

We offer a variety of services, including:

  • Tax services
    • Tax return preparation
    • Tax planning
    • Estate planning
    • Representation before taxing authorities
    • Retirement distribution planning
    • Tax-free exchanges
  • Personal financial statements
  • Litigation support services
    • Economic loss evaluation
    • Matrimonial disputes
    • Wrongful death
    • Expert testimony
  • Fraud services
  • Consulting services
    • Retirement planning
    • Estate, trust and gift planning

Client Center

- Individual Clients
- Business Clients
- Client Employee

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Our Blog

1099 Deadlines Coming Soon

Kathie Gedde & Leslie Hanson

January 17, 2018

If you file your own 1099s, please remember that the recipient copies need to be mailed by January 31st, and the Internal Revenue Service copies are now also due January 31st.  If we prepare...

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Phone: 541.388.7888 • Fax: 541.388.0739
Email: cpa@sgabend.com