Since 2004, Shay Bachelder at Casler Financial has been providing personalized tax services across the Pacific Northwest, built on a foundation of accessibility, trust, and real relationships. The firm offers a comprehensive range of tax services including personal and business tax preparation, tax consulting, tax advisory, tax planning, and audit representation.
What sets Casler Financial apart is the commitment to year-round availability, offering guidance and education to help clients navigate the complexities of tax planning, preparation, and strategy. The firm onboards a limited number of new clients each tax season to ensure high-quality, personalized guidance.
Year-round availability
Personalized, family-like treatment
Limited new client onboarding for quality
Direct IRS representation (Enrolled Agent)
Secure document transfer system
Services
Personal Tax Preparation
Stress-free tax filing of individual returns from the comfort of home using a secure document transfer system.
"Shay does an amazing job with my personal and business tax returns."
Frequently Asked Questions
What types of tax returns do you prepare for businesses? +
We specialize in preparing accurate and compliant business returns, including 1120-S and 1065 entity returns.
What makes Casler Financial different from other tax firms? +
Our commitment to year-round availability, offering guidance and education to help you navigate the complexities of tax planning, preparation, and strategy.
Can you represent me if I am audited by the IRS? +
Yes, as an Enrolled Agent with the IRS, I can represent you in the case of an audit, assist in collections negotiations or installment agreements.
Do you accept new clients? +
We are now accepting new client inquiries for the current tax season, but we onboard a limited number of new clients each season.
What is the first step to get started with your services? +
Book a 30-minute virtual consultation to get all your tax questions answered.
What credentials does the founder hold? +
Shay Bachelder is a Licensed Tax Consultant in Oregon, an NTPI Fellow, and an Enrolled Agent with the IRS.
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