Fellner & Kuhn, P.C. Certified Public Accountants Portland, Oregon

Accurate and timely accounting information is a necessity for any successful business. Fellner & Kuhn, P.C. can assist you with your business and personal needs. Our clients can expect quality service from our team of professionals that is both personalized and timely. Some of the services we offer include:

- Tax Planning and Return Preparation
- Audit, Review and Compilations
- Bookkeeping
- Financial Planning

Tax Planning and Return Preparation
Our relationship with each of our clients is our most valuable asset, and as such we strive to provide you with quality tax return preparation and advice. Our goal is to maximize your future opportunities and minimize your tax liabilities by working directly with you and keeping current on tax laws throughout the year.

We can also provide you with support and representation with audits, notices and other proceedings with the Internal Revenue Service, states and other local taxing authorities.

As your trusted tax advisor we will assist you with your business and individual tax planning needs and tax return preparation.

Audit, Review and Compilations
Third parties often require attest services such as audited, reviewed or compiled financial statements. Our team of highly competent professionals can provide you with timely financial statements to provide to your bank, lending institution or other interested party.

We provide additional attest services which include the following:

- Retirement plan (ERISA) audits
- Personal financial statements
- Agreed-upon procedures
- Internal control engagements

Bookkeeping
Your financial records are essential to understanding the financial condition of your business. We can tailor our services to provide you with either full bookkeeping functions or assist you in the oversight of the bookkeeping functions of your business. You can expect timely financial recordkeeping by working with an individual from our team.

Financial Planning
Extensive knowledge, organization, and constant vigilance are the skills required to effectively manage your financial affairs. Our team has these skills and can help with the complexities of financial planning by providing you with a complete range of consulting and advisory services. We truly care about our clients and strive to enhance your financial well-being by providing you with beneficial information, access to a wealth of resources, and serving each of your financial needs.

Additional financial planning services that we provide include: