Business Details
43 Years
experience
Your Trusted Partner for Tax & Financial Services in Pendleton, OR
Landmark Tax & Financial Planning Service has been a trusted financial partner since 1983, dedicated to providing honest and ethical solutions for individuals and small businesses. Our team combines decades of experience with personalized service, guided by principles of integrity and client-first values. We specialize in tax planning, preparation, and comprehensive financial strategies tailored to meet unique client needs. With deep roots in Pendleton since the early 1980s, we maintain a local focus while delivering expertise recognized across Oregon. Our professionals hold prestigious certifications like Enrolled Agent status, ensuring authoritative representation before the IRS.We prioritize transparent communication and practical solutions, helping clients navigate complex tax landscapes with confidence. From bookkeeping to retirement planning, our services are designed to maximize financial efficiency and long-term stability. Our commitment extends beyond transactionswe build lasting relationships through proactive advice and community engagement. This approach has solidified our reputation as a dependable resource for tax and financial matters in the region. As we continue serving new generations of clients, our mission remains unchanged: to deliver ethical, results-driven financial guidance that empowers informed decision-making.
Services
Tax Preparation
Tax Planning
Payroll Service
Bookkeeping
Retirement Planning
Estate Planning
Details
- Year established: 1983
Highlights and features
- We offer 40+ years of local tax expertise since 1983
- Our team includes IRS-licensed Enrolled Agents
- We provide personalized financial strategies for individuals and small businesses
- We combine deep local market knowledge with national certification standards
- We maintain transparent, long-term client relationships
Associations and certifications
- Enrolled Agent (EA)
Services
Tax Preparation
We prepare federal and state tax returns for individuals and businesses, ensuring compliance with current regulations. Our expertise covers complex filings including multi-state returns and small business tax structures. Clients receive thorough documentation and clear explanations of all submitted forms.
Tax Planning
Our proactive tax planning identifies year-round opportunities to minimize liabilities while aligning with financial goals. We analyze income streams, deductions, and credits to create customized strategies that optimize tax outcomes for both personal and business scenarios.
Bookkeeping
We maintain accurate financial records for small businesses, including accounts payable/receivable tracking and financial statement preparation. Our systems ensure organized documentation for tax filings and business decision-making throughout the year.
Payroll Service
We handle complete payroll processing including tax calculations, W-2 preparation, and regulatory compliance. Our services ensure accurate employee payments and proper tax withholdings while maintaining adherence to federal and state employment regulations.
Retirement Planning
We develop retirement plans that coordinate with overall tax strategies, evaluating options like IRAs and 401(k)s. Our approach balances long-term growth potential with current tax implications to maximize retirement readiness.
People
Claudia M Henningson
President
President and Designated Consultant with Enrolled Agent certification since 2005. Specializes in tax planning and small business accounting. Joined in 1989, purchased practice in 2005. Holds LTC and ABA designations.
Lynne McDougall
Office Manager
Office Manager since 2000 with 16 years insurance industry experience. Handles payroll processing and client communications. Graduated from Blue Mountain Community College with Associates in Business degree.
Tim Handforth
LTP
Licensed Tax Practitioner since 2020 with accounting degree from Eastern Oregon University. Former military service member with 23 years combined Marine Corps and Army National Guard experience. Specializes in tax preparation.
Carrie Rodda
Client Support
Client support specialist since 2004, assisting with appointments and seasonal tax processing. Manages client needs during peak tax seasons while maintaining country residence with gardening and koi hobby interests.
Questions
What tax services do you offer?
We provide complete tax preparation for individuals and businesses, including multi-state returns, retirement account distributions, and small business tax filings.
Do you handle payroll services for small businesses?
Yes, we offer comprehensive payroll processing including tax calculations, employee payments, and regulatory compliance documentation for Oregon-based businesses.
Are you available outside regular business hours?
We operate Monday-Thursday 9 AM-5 PM. Emergency tax consultations can be arranged through our voicemail system for urgent matters.
What areas do you serve?
Primarily Pendleton and Umatilla County, with clients throughout Oregon. We accommodate remote consultations for out-of-area clients needing Oregon tax expertise.
What certifications do your staff hold?
Our team includes Enrolled Agents (EA) licensed by the IRS and Licensed Tax Consultants (LTC) with Oregon Tax Practitioners Board certifications.
