Business Details
Trusted Accounting and Financial Services in Bend, Oregon
At Callan CPAs, we are dedicated to empowering businesses and individuals with comprehensive financial solutions tailored to their unique needs. With decades of combined experience, our team of certified professionals delivers outsourced accounting, tax planning, business management, and estate administration services designed to streamline operations and foster long-term financial success. Our commitment to personalized service, advanced digital tools, and fixed-fee pricing ensures clients receive transparent, reliable support that aligns with their strategic goals.By prioritizing collaboration and real-time financial visibility, we enable business owners to focus on growth while we handle the complexities of accounting and compliance. Our expertise in entity structuring, retirement planning, and fiduciary guidance further solidifies our role as a trusted partner in both corporate and personal financial management.
Services
Outsourced Accounting
Tax Services
Business Foundation
Business Management
Estates and Trusts
Highlights and features
- We offer fixed monthly fees for predictable budgeting.
- Our team includes CPAs with decades of industry experience.
- Secure online platform provides real-time financial visibility.
- Comprehensive services span accounting, tax, and estate planning.
- Personalized guidance tailored to business and individual needs.
Associations and certifications
- CPA (Certified Public Accountant)
Services
Outsourced Accounting
Our outsourced accounting provides a virtual accounting department, handling daily transactions, payroll, invoicing, and reporting. Clients gain real-time financial insights through secure digital platforms, with fixed monthly fees ensuring predictable costs. This service allows businesses to focus on growth while maintaining accurate, up-to-date financial records.
Tax Services
We simplify tax preparation and planning with personalized strategies to minimize liabilities. Our team handles individual and business tax filings, year-round advisory, and audit representation. Using digital tools, we streamline document collection and electronic filing, ensuring compliance while reducing seasonal stress for clients.
Business Foundation
Specialized guidance helps new businesses select optimal entity structures, set up accounting systems, and establish retirement plans. We provide education on compliance, tax implications, and operational efficiency, ensuring startups build a solid financial foundation tailored to their industry and growth goals.
Business Management
Access CFO-level insights with customized financial reporting, budgeting, and KPI analysis. We track cash flow, expenses, and revenue to inform strategic decisions, offering quarterly reviews to align financial strategies with business objectives and market conditions.
Estates and Trusts
Our estate and trust services include fiduciary tax preparation, legacy planning, and collaboration with legal advisors. We simplify complex tax considerations, ensuring estates are administered accurately while protecting beneficiaries and honoring clients' financial goals.
People
Steve Callan
Founder/Partner
Steve founded Callan CPAs with a vision to deliver accessible, high-quality accounting services. His leadership emphasizes client-centric solutions and leveraging technology to enhance financial management for businesses.
Angela S. Hubler
Partner
Angela brings extensive expertise in tax strategy and compliance, focusing on minimizing client liabilities through proactive planning. Her collaborative approach ensures tailored solutions for individuals and businesses.
Derek Holdredge
Partner
Derek specializes in business management services, offering CFO-level advisory to mid-sized companies. His focus on financial reporting and operational efficiency helps clients achieve sustainable growth.
Matthew P. Goette
Partner
Matthew combines CFA and CFP credentials to provide integrated financial planning for businesses and high-net-worth individuals, emphasizing long-term wealth management and tax-efficient strategies.
Johnita M. Callan
CFO/Marketing Director
Johnita oversees financial operations and marketing, blending strategic financial management with innovative client engagement initiatives to enhance service delivery and business growth.
Questions
What accounting services does Callan CPAs offer?
We provide outsourced accounting, tax preparation, business management advisory, estate planning, and entity structure consulting tailored to small and mid-sized businesses.
How does the fixed monthly fee pricing work?
Our fixed fees bundle services like bookkeeping, reporting, and tax planning, eliminating unexpected costs and simplifying budgeting for clients.
Do you serve clients outside of Bend, Oregon?
Yes, we support businesses nationwide through secure digital platforms, enabling remote collaboration and real-time financial access.
Can you assist with starting a new business?
We offer business foundation services including entity selection, accounting setup, and retirement plan analysis to help startups establish financial clarity.
What tax support options are available year-round?
Our team provides ongoing tax planning, compliance guidance, and audit representation to ensure clients remain prepared and compliant throughout the year.
