Cheri R Dowhan LLC

Raise Your Expectations

Certified public accountant in Estacada, OR (show on map)

3.0

★★★☆☆

2 reviews

A CPA firm in Estacada, OR offering tax preparation, accounting, estate planning, and business advisory services for individuals and businesses.

Call (503) 630-4480

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About

Cheri R. Dowhan CPA, LLC is a professional accounting and tax firm based in Estacada, Oregon.

The firm offers comprehensive financial services for individuals—including retirement planning, estate planning, elder care, and wealth management—as well as business services such as small business accounting, bookkeeping, payroll, part-time CFO services, cash flow management, business advisory, succession planning, new business formation, non-profit support, internal controls, and litigation support. Their tax services cover individual and business tax preparation, tax planning, estate and trust tax, cryptocurrency accounting, and full tax relief representation including IRS audit representation, back taxes, liens, levies, wage garnishment, seizures, payment plans, offers in compromise, bankruptcy, and innocent spouse relief. They also provide QuickBooks setup, training, and tune-up services. The firm is guided by values of professionalism, responsiveness, and quality, and offers a free consultation to new clients.

Blend of personal service and expertise

Affordable rates

Experienced and friendly team

Free consultation

Broad range of services for individuals and businesses

Dedicated to professionalism, responsiveness, and quality

Services

Retirement Planning

Help clients develop retirement plans based on current financial situation and projected goals, including evaluating assets/liabilities, budgeting, Social Security timing, and distribution strategies.

Evaluate current financial situation Create retirement budget Review Social Security account Determine best retirement income sources Lump-sum vs monthly payment analysis

Estate Planning

Help clients plan for the distribution of assets to spouses, children, trusts, and charities, including gift tax strategies, trust administration, and business succession planning.

Asset allocation to spouses, children, trusts, charities Periodic review of estate planning needs Gift tax strategies Business succession planning Trust administration Estate, gift, and fiduciary tax returns

Elder Care

Provide caring, honest, and knowledgeable professional assistance for loved ones' care, looking out for their best interests.

Caring and knowledgeable professional support Honest guidance on elder care decisions Advocacy for loved one's best interests

Wealth Management

High-level professional service providing an integrated approach to growing and preserving income and assets, and determining distribution of wealth.

Integrated approach to growing and preserving income and assets Wealth distribution planning Determining use and allocation of client wealth

Small Business Accounting

Cost-effective accounting solutions for small businesses to manage finances and gain accurate financial insights for informed decision-making.

Accurate financial picture for informed decisions Cost-effective accounting management Dedicated team of tax and accounting professionals

Bookkeeping Services

Professional bookkeeping to keep business financial records accurate and up-to-date.

Accurate financial record keeping Up-to-date books Support for informed financial decisions

Credentials & Certifications

Certified Public Accountant (CPA)

Reviews

Rating

★★★☆☆

Reviews

Frequently Asked Questions

Do I need an estate plan even if I am not wealthy? +

Estate planning is not just for the wealthy; it is important for everyone, especially if you have a spouse or children. Without an estate plan, state laws dictate how your assets are divided, not you or your family.

Why should I hire a tax professional instead of using tax software? +

Tax laws are complicated and tax software may not help you understand what is on the forms you send to the IRS. If the IRS audits your return, the tax preparation software is not liable—you are. A professional can help you avoid mistakes and maximize deductions and credits.

What services does Cheri R. Dowhan CPA, LLC offer for businesses? +

Business services include small business accounting, bookkeeping, payroll, part-time CFO services, cash flow management, business advisory, succession planning, new business formation, non-profit support, internal controls, and litigation support.

What tax relief services are available for IRS problems? +

The firm offers IRS audit representation, assistance with non-filed tax returns, back taxes owed, payroll tax problems, IRS liens, IRS levies, IRS wage garnishment, IRS seizures, IRS payment plans, offers in compromise, bankruptcy, innocent spouse relief, and help getting your IRS file.

What are the firm's core values? +

The firm is dedicated to three underlying principles: professionalism, responsiveness, and quality.

Does the firm offer QuickBooks services? +

Yes, the firm offers QuickBooks setup, training, answers to QuickBooks questions, and tune-up services for QuickBooks.

Is there a cost for the initial consultation? +

The firm offers a free consultation to determine how they can best serve you.

What areas does the firm serve? +

The firm serves business owners, executives, and individuals in Estacada, OR.