Business Details
39 Years
experience
Trusted Accounting and Tax Services in Sisters, OR
Friedman and Perry, CPA's has established itself as a trusted accounting firm since 1987, combining expertise, experience, and a client-focused approach. Our team of seasoned tax professionals is dedicated to delivering personalized services that meet the unique financial needs of individuals and businesses. With a commitment to high standards and ethical practices, we prioritize building long-term relationships based on mutual trust and respect. Our transition to a fully remote operation in 2020 reflects our adaptability to modern client needs, offering virtual appointments and secure electronic file delivery.We serve clients across California, Oregon, and beyond, ensuring accessibility without compromising the quality of our services. Our dedication to continuous professional development ensures compliance with evolving tax regulations, while our secure client portal guarantees data protection and confidentiality. This combination of experience, technology, and personalized attention has earned us a loyal client base that returns year after year.
Services
Tax Management
Accounting Services
IRS Representation
Estate Planning
Financial Advisory
Payroll Services
QuickBooks Assistance
Debt Advising
Entity Selection
Details
- Year established: 1987
Highlights and features
- We offer over 35 years of combined experience in accounting and tax services.
- Our secure client portal ensures data encryption and real-time backups.
- Personalized financial strategies tailored to individual and business needs.
- Certified CPAs with memberships in AICPA and California Society of CPAs.
- Virtual appointments and remote services for nationwide accessibility.
Services
Tax Management Services
Our Tax Management Services guide clients through strategic tax planning and preparation, minimizing liabilities while maximizing cash flow. We analyze evolving tax laws to optimize opportunities for individuals and businesses. Clients benefit from personalized advice to align financial decisions with long-term goals, ensuring compliance and efficiency.
Accounting Services
Comprehensive accounting services include bookkeeping, financial statement preparation, and system setup for startups and established businesses. We ensure accurate record-keeping and tailored financial insights to support informed decision-making. Our focus is on clarity and actionable data for business growth.
IRS Representation
Professional IRS representation during audits provides peace of mind through expert guidance. We handle communications and documentation to resolve tax disputes efficiently. Our experience with tax authorities ensures clients receive fair treatment and informed advocacy.
Estate and Trust Planning
Estate planning services ensure seamless asset transfer while minimizing tax burdens. We assist with trust creation and tax strategies to protect beneficiaries. Our approach balances legal compliance with personalized legacy goals for families and businesses.
QuickBooks Assistance
QuickBooks setup, training, and support streamline financial management for small businesses. We optimize software functionality for accurate reporting and efficient workflows. Personalized guidance ensures clients maximize tools for day-to-day accounting success.
People
Diane Mallory Perry
Partner
Diane has been a CPA since 1980, with over 40 years in public accounting. She co-founded Friedman and Perry in 1987 and specializes in tax and financial planning. Her expertise includes individual and business tax strategies, with a focus on long-term client relationships.
Becky Perry
Partner
Becky joined the firm in 2012 after passing the CPA exam in 2010. She specializes in tax compliance and financial planning, serving clients with personalized solutions. Her background includes extensive experience in accounting systems and business advisory services.
Questions
What tax credits are available for families?
Families may qualify for the Earned Income Tax Credit, Child Tax Credit, and education-related credits. We help identify eligible credits to reduce tax liability.
How can I securely send documents to your firm?
Our Secure Client Portal uses SSL encryption for file transfers, with automatic data mirroring and off-site backups for protection.
Do you offer virtual accounting consultations?
Yes, we provide virtual appointments and remote services for clients nationwide, ensuring accessibility without compromising service quality.
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial projections, and QuickBooks assistance tailored to small business needs.
How do you handle IRS audit representation?
We offer professional IRS representation, handling communications and documentation to resolve audits efficiently and minimize client stress.
