Douglass-Harmon CPA, LLC is a leading accounting firm in the Canby, OR area. Founded on the principles of professionalism, responsiveness, and quality, the firm provides a broad range of financial services including tax planning and preparation, business services, wealth management, and estate planning.
The firm serves a diverse clientele including construction contractors, non-profits, farmers, doctors, lawyers, restaurants, and closely held corporations. The managing partner, Nikki Douglass-Harmon, is a CPA, PFS, and RIA with extensive experience across multiple industries.
14 layers of security on the Client Portal
Dedicated to professionalism, responsiveness, and quality
Managing Partner is a CPA, PFS, and RIA with diverse industry experience
Focus on long-range strategic planning and holistic tax strategies
Services
Tax Services
Tax planning, preparation, and strategy for individuals and businesses to minimize liabilities and maximize returns.
Income tax planningEstate tax planningTax strategy developmentIRS form assistance
Business Services
Comprehensive financial services for closely held companies, including cash flow planning and business succession.
Long-range cash flow planningBusiness succession planningCustomized tax strategyStrategic business advice
Wealth Management
Personal financial and wealth management planning to help clients realize their financial dreams.
Professional accounting services for individuals and businesses, supported by a secure client portal.
Secure client portalDocument exchangeFinancial reportingBookkeeping support
Credentials & Certifications
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)
Registered Investment Advisor (RIA)
Reviews
Rating
2.3
★★☆☆☆
Reviews
7
Frequently Asked Questions
What makes Douglass-Harmon CPA different from other firms? +
The firm is built on three principles: professionalism, responsiveness, and quality, ensuring clients receive close personal and professional attention.
What industries does the firm serve? +
The firm serves construction contractors, non-profit organizations, farmers, ministers, doctors, lawyers, restaurants, and closely held corporations/partnerships.
Is client data secure? +
Yes, the firm's Client Portal protects data with 14 full layers of security.
What is the firm's approach to client service? +
The firm aims to be available and provide insightful advice to enable clients to make informed financial decisions, and welcomes questions impacting both tax and financial situations.
Does the firm offer guidance for life events? +
Yes, the firm provides guides on life events to help clients make sound financial decisions during changes and surprises.
Can the firm help with business start-up and sale? +
Yes, the firm offers business strategy guides on how to start, run, and eventually sell a successful business.
2.3
