Bookkeeping, Tax & Fiduciary Services
has the resources, experience, and knowledge to help individuals and businesses with their tax and accounting needs. Our goal is to take away your stress, so you can enjoy life. Here are just a few of the ways we can partner with you to solve your tax, accounting, and fiduciary needs...


Tax Preparation
Bookkeeping, Tax & Fiduciary Services is available to help you with your tax questions and tax preparation needs all year long. Contact us today to get professional assistance for all of your federal and state tax issues.
   •    Business Tax Returns
   •    Individual Tax Returns
   •    Estate & Trust Tax Returns
   •    Free Electronic Filing (e-filing)
Tax Representation
As an enrolled agent, Bookkeeping, Tax
& Fiduciary Services
is authorized to represent you before the Internal Revenue Service.  We can help you resolve all issues with the IRS or the State of Oregon. 
Click here to find out what an enrolled agent can do for you.
Accounting Services
Whether you are a business or individual, we offer you custom accounting services that are taylored specifically for your business needs. Our specialties include…
   •    Invoicing & Bill Pay
   •    Payroll Services
   •    Estate & Startup Consultation
   •    Quickbooks Implementation
   •    Financial Statements

Notary Public
At Bookkeeping, Tax & Fiduciary Services, our employees are authorized notaries public for the State of Oregon. We provide free notary services to our clients.

Fiduciary Services
Bookkeeping, Tax & Fiduciary Services will partner with you to implement a plan that fits the needs of you and your family.  Our services include:
   •    Conservatorships
   •    Guardianships
   •    Estate Administration
   •    Trust Administration
   •    Nurse (RN) Advocate Services
   •    Legal Resource - Patricia Heatherman

Bookkeeping, Tax & Fiduciary Services
OBTP# B13885
Phone:  (541) 388-9882
Fax:  (541) 383-6737
568 NE Savannah Drive, Suite 2
Bend, OR  97701
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