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Portland, Oregon

We’ve relocated our PORTLAND office to Lake Oswego

(from NW Murray Road)

Lake Oswego, Oregon

(503)  643-9000
5000 Meadows Rd, Suite 435
Lake Oswego, OR 97035

  • Where to Find Us

Our Locations

  • Portland, OR
  • Beaverton, OR
  • Lake Oswego OR
  • Concord, NC
(503) 241-8080
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Keeping you ahead of the curve.

Expert advice and personalized service in tax, accounting, advisory, and valuation. 

Experienced accountants and tax professionals dedicated to providing personalized service to businesses and individuals.

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CLIENT PORTAL

Oregon

Seneca
Including former clients of Appel Accounting & Tax Group
Seneca Peters
Including former clients of Peters & Co. P.C. and Hoyle & Company

North Carolina

Seneca Younce
Including former clients of Younce Accounting & Tax Group
FINANCIAL
Investment planning
Tailored investment strategies to help clients grow their wealth.
Retirement planning
Comprehensive plans designed to secure a comfortable future.
Education planning
Guidance on saving and investing for educational expenses.
WEALTH
Portfolio management
Active management to optimize returns while managing risk.
Asset allocation
Maximize growth potential via asset diversification.
Risk management
Managing financial risks with insurance and other measures.
TAX
Tax planning
Optimize tax through services like deductions and strategies.
Estate planning
Effective estate planning for taxes and wealth transfer.
Wealth preservation
Preserve wealth for future while reducing taxes.
FEATURED
Adapting to
the digital era
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