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      DETAILS
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      General Info
      Ivey Jacobson & Company, LLC, can provide you with assistance in all your tax planning and preparation, record keeping and financial planning. We are conveniently located in Lake Oswego. Ken Ivey & Karen Jacobson both have over 20 years of accounting experience. We can prepare or supervise the preparation of your financial statements. We closely monitor the changes in the tax law that could affect you and will recommend tax saving strategies. We will prepare all your tax returns and serve as your advocate in all tax matters. We would love to discuss your financial and tax situation with you to determine how we can help. Give us a call today for a no-charge initial conference.
      Hours
      Regular Hours
      Mon - Fri:
      Sat - SunClosed
      Categories
      Accounting Services, Accountants-Certified Public, Financial Planners, Financial Planning Consultants, Financial Services, Tax Return Preparation
      Services/Products
        Tax Planning & PreparationEstate PlanningAudit RepresentationTax Problem ResolutionCost SegregationEstate Tax ReturnsInvestment PlanningFinancial PlanningGovernment AuditingTax ConsultingFiduciaryElectronic Tax FilingBusinessBusiness Accounting
        Accounts Payable & ReceivableRetirement PlanningTax PlanningIndividualTax Return PreparationAuditingEstateState Tax ReturnsEstate ManagementFederal Tax ReturnsBusiness PlanningEstate & Gift PlanningAsset ManagementInvestments
      Payment Options
      Brands
      Estate
      Location
      Kruse Woods II
      Neighborhoods
      Lake Forest, Lake Oswego
      Accreditation

      Certified Public Accountant

      Certified Public Accountants

      Other Information

      Certifications: Certified Public Accountant, Certified Public Accountants

      Provided by
      Data provided by one or more of the following: Thryv, Data Axle, Yext.