CPA Services
Contact Us Today
Or call us at:
(503) 555 8789
Constantly changing rules require a CPA who knows you, your business and the tax implications.
Our CPA team meets your needs while helping you manage tax risk, control costs while reaping maximum benefit for your business.
Employing professional tax planning services by an effective certified public accountant is an essential element of any integrated wealth management strategy for businesses. Our CPA team offers forward-looking consulting and compliance services to help you build your net worth and manage your obligations.
Contact our CPA team today for your free consultation!
What We Do
Planning and preparation services:
- Compliance and preparation services
- Strategic tax planning services
- Trusts, partnerships and estates
- Research and development tax credits
- State and local taxes
Meet Our Professionals
Mark Birge provides high-touch tax and financial planning services to high-net-worth individuals and business owners through our Private Client group. He helps clients identify their overall financial goals and objectives and assists them in achieving those goals by accessing a network of resources and relationships. He also guides them through estate planning and personal financial…
Mark's EXPERTISE
- Strategic tax and personal financial planning services
- High-net individuals, businesses and owners
- Estate and succession planning
- Private closely-held businesses
- Personal Financial Specialist
- Certified Public Accountant
Write to Mark
XTax Planning News and Insights
As 2020 comes to a close, we want to thank our clients and staff for an incredible year. Despite the ups and downs,… t.co/mFBiTvvY0K
Season’s Greetings from Aldrich! Our team is feeling festive after a wreath-making workshop led by our own Dani… t.co/iwsOt8IBj9
Since we can’t all be together this year, we’re throwing it back with some #ThrowbackThursday photos of our last ye… t.co/NHlZlOlart
The next business resources webinar will be examining the new opportunities for partnerships and market consolidati… t.co/sWG530eM3C
