Strategic Alliances

We are very lucky to have help when we need it.  In this age of constant change it is impossible for a small local practitioner to stay current in all issues impacting on our clients.  Accordingly, we often involve other professionals who have more expertise in a key client need.

Moss Adams LLP

Moss Adams LLP is the 11th largest accounting and consulting firm in the United States, and the largest headquartered in the West.   Founded in 1913 and headquartered in Seattle, Washington, Moss Adams has 21 locations in Washington, Oregon, California, Arizona, and New Mexico. Our staff of over 1,800 includes more than 240 partners.

Moss Adams provides accounting, tax, and consulting services to public, private, and nonprofit enterprises in many different industries.  A key expertise for its Automobile Dealer Services group.  My primary contact is Jack Baker a tax partner based in Medford, Oregon.

National Association of Tax Preparers

The National Association of Tax Professionals (NATP), founded in 1979, is a nonprofit professional association dedicated to excellence in taxation.  NATP was formed to serve professionals who work in all areas of tax practice. Members include individual practitioners, enrolled agents, accountants, CPAs, attorneys, and financial planners.

Ernst & Morris

Ernst & Morris Consulting Group, Inc. is the nation’s oldest and largest firm dedicated to performing cost segregation studies. Located in Marietta, Georgia, just outside of Atlanta, E&M has performed studies in all 50 states for both CPA firms and property owners directly. Ernst & Morris has completed over 10,000 studies, resulting in the deferral of over $1 billion in taxes. Ernst & Morris currently works with hundreds of accounting firms nationwide and is the preferred provider of cost segregation services to CPAmerica International, Inc. and the National Society of Accountants.

PCPS Firm Practice Center (AICPA)

The AICPA's Private Companies Practice Section – provides a rich array of valuable information and resources for firms of all sizes in the area of practice management.  This organization provides us access to a large group of similar sized firms throughout the country that often develop creative solutions to problems we all experience.

Whittier Trust Company

The Whittier Trust Company is an independent investment management
company serving 170 different families across the United States.  The Whittier
Trust Company seeks families looking for the investment advice and superior
client service of a multi-family office.