Adams and Stewart, CPA's, LLC

Who we work with

• Small business owners
• Entrepreneurs
• Individuals

Our approach

• Highly educated in current tax law and proactive tax planning techniques
• Attend specialized tax conferences to stay up to date with changes in the tax code
• Emphasize helping clients pay the lowest taxes required by the IRS and state while filing accurate, compliant returns
• Provide outstanding services at reasonable prices (specific prices are not listed on the website)
• A team of dedicated professionals whose mission is to support your financial success

Free consultation

The firm invites prospective clients to schedule a free consultation to discuss their tax situation and how the team can help.

Tax preparation

• Comprehensive tax planning and preparation of tax returns
• Support for both individual and business tax returns

Tax planning

• Full-service tax office available throughout the year
• Clients are encouraged to call anytime during the year with tax questions or concerns
• Focus on proactive tax planning strategies to take advantage of tax opportunities that may not be immediately obvious

Tax issue resolution

• Assistance for clients facing problems with their taxes
• Support when dealing with potential audits or other inquiries from the IRS or tax authorities
• Experienced tax professionals to be on your side in resolving tax issues

Phone

(503) 245-9235

Email

gene@aascpas.com

How to get in touch

You can contact the office by phone or email with tax questions, to schedule a free consultation, or to discuss your tax and accounting needs.

Office hours are not listed on the website; please call or email to confirm current hours or to arrange an appointment.

Lists Portland as a location. Names Oregon as a service area. Areas beyond these are not published.

The firm may collect nonpublic personal information from clients in the course of providing accounting and tax services.

Information sharing

• Personal information obtained from current and former clients while providing accounting services is not disclosed except as required or permitted by law.
• Permitted disclosures include providing client information to employees of the firm and, in limited circumstances, to third parties who need such information to assist the firm in providing services.
• In all such situations, the confidential nature of information being shared is emphasized.

Record retention and security

• Records relating to professional services are retained so the firm can better assist clients with their professional needs and to comply with professional guidelines and requirements.
• To protect nonpublic personal information, the firm maintains electronic, physical, and procedural safeguards in compliance with professional standards.

Clients with questions about the privacy policy are encouraged to call the office.

With your own unique login, you can:

• Securely transfer large files of any format to the office
• Receive files and documents from the firm
• Access your reports and returns when it is convenient for you—24/7, from any device

Benefits

• Bank-level security to help ensure your confidential materials remain confidential
• No need to print and mail documents
• Save time and postage by uploading information in a few simple steps
• Simple, easy-to-navigate process for sending and receiving files

To use the portal, log in through the Secure Client Portal link on the firm's website.

Ask anyway — the agent will say plainly that it is not published rather than guess.