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

Equifax Data Breach

Kathie Gedde & Brenda Bartlett

September 11, 2017

You may have heard about a massive data breach at Equifax, one of the nation’s three main credit reporting agencies.  Approximately 143 million people may be...

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