The Best Strategic tax planning in Clackamas, Oregon

True North Retirement Advisors, located at 10151 Southeast Sunnyside Road in Clackamas, Oregon, is a finance institution dedicated to helping individuals make important retirement and financial decisions. Whether you need assistance with retirement planning, business exit strategies, 401(k) plans, investment management, or personal financial planning, True North Retirement Advisors has the expertise to guide you. With a team of experienced professionals, including Certified Exit Planners, estate planners, lawyers, and CPAs, the institution offers personalized services tailored to your unique needs. As a fiduciary, True North Retirement Advisors always prioritizes your best interests and provides a transparent, trustworthy environment for discussing your financial future. Founded by father and daughter team David Wilson and Ashley Micciche, True North Retirement Advisors aims to connect with clients on a personal level, free from the constraints of larger firms. Whether you are planning for retirement or strategizing for your business's future, True North Retirement Advisors is here to help you navigate the complex world of finance with confidence and peace of mind.

Rosie Brammer CPA, LLC is a boutique tax and business consulting practice located at 10121 Southeast Sunnyside Road in Clackamas, Oregon. As the owner, Rosie Brammer, a certified public accountant, offers personalized accounting services to help clients focus on what matters most: their business, craft, talent, passion, and overall goals. Whether you are an individual, business owner, or have trusts and estates, Rosie Brammer CPA, LLC can assist you in filing your taxes, planning for new tax legislation, and creating a customized accounting plan to elevate your business. Rosie Brammer has been a guest speaker at prestigious conferences such as the AICPA Women’s Conference and OSCPA Strategic Leadership Forum, showcasing her expertise and dedication to helping clients navigate the complexities of tax and finance. Let Rosie Brammer CPA, LLC be your trusted advisor to advocate for your future and plan for life changes and tax impacts.