Business Details
40 Years
experience
Your Trusted Partner for Accounting and Tax Solutions
At Bruce P. Frederick, we have dedicated ourselves to the meticulous management of our clients' financial needs since 1986. Our firm combines decades of experience with a personalized approach, ensuring tailored solutions for both businesses and individuals. We specialize in tax planning, accounting services, and consulting, with a focus on minimizing tax liabilities and optimizing financial performance. Our team of certified professionals delivers strategic guidance for business succession, estate planning, and compliance audits. We prioritize timely communication and technical expertise, offering services ranging from federal tax return preparation to international tax assistance.Our commitment to quality is rooted in old-school principles while adapting to modern financial challenges. We serve clients across industries, including construction, software development, and nonprofit organizations. Our availability extends beyond standard business hours to accommodate urgent client needs. With offices in Lake Oswego, Oregon, we maintain a strong local presence while serving clients nationally and internationally. Our reputation for reliability and client-centric service has fostered long-term relationships and repeat business.
Services
Tax Services
Accounting Services
Consulting Services
Estate Planning
Business Succession Planning
Payroll Processing
Financial Reporting
Audit Representation
International Tax Assistance
State Tax Compliance
Details
- Year established: 1986
Highlights and features
- We offer over 35 years of experience in accounting and tax services since 1986.
- Our team provides personalized service tailored to individual and business financial needs.
- We specialize in strategic tax planning to minimize liabilities and maximize savings.
- Our consulting services address business growth, cash flow optimization, and risk management.
- We maintain availability for urgent consultations outside standard business hours.
Services
Tax Services
Our tax services encompass federal, state, and international tax compliance, strategic planning, and audit representation. We specialize in minimizing tax liabilities through tailored strategies for businesses and individuals. Our expertise includes research credit calculations, transfer pricing, and business succession tax planning.
Accounting Services
We provide comprehensive accounting solutions, including bank reconciliations, payroll processing, and financial reporting. Our services ensure accurate tracking of revenue and expenses for businesses of all sizes. We deliver customized reporting packages to enhance financial transparency and decision-making.
Consulting Services
Our consulting services focus on business growth strategies, cash flow optimization, and risk management. We assist with financial process improvements, regulatory compliance, and operational efficiency. Our team offers expert guidance for mergers, acquisitions, and business planning.
Estate Planning
We design customized estate plans using trusts, partnerships, and charitable entities to minimize tax burdens. Our services include will reviews, liquidity planning, and gifting strategies. We ensure asset distribution aligns with client wishes while preserving family legacies.
International Tax Assistance
Our international tax services address cross-border transactions, entity structuring, and compliance. We specialize in Subpart F income determinations, foreign tax credits, and treaty interpretations. We help businesses navigate global tax complexities while optimizing savings.
People
Frederick, Bruce P, CPA
CPA
Bruce P. Frederick, a certified public accountant, advises small businesses and individuals across industries. He previously served as President of the Portland Rotary Charitable Trust and focuses on property management, construction, and nonprofit sectors.
Abby Frederick
Accountant
Abby Frederick joined the firm in 2010 after earning her accounting degree. She specializes in client relations and community engagement, volunteering with organizations like Big Brothers Big Sisters and Rotary International.
Pam Fields
Accounting Professional
Pam Fields brings extensive higher education experience to her role. She previously served as President of the Vineyard Valley Chapter of the American Business Women's Association and focuses on client support and financial operations.
Questions
How do you bill for your services?
We bill monthly and require payment upon receipt. We accept credit cards and standard payment methods.
What are your availability hours?
Our standard hours are 8:30 AM to 5:30 PM, Monday through Friday. Evening or weekend consultations can be arranged.
What happens if the IRS audits me?
We provide one free hour of consultation for audit preparation. Regular fees apply for additional time.
What materials do you need for tax returns?
We prefer computer accounting programs but accept most formats. Contact us for specific software inquiries.
