Rogers Financial Services

The Sky's The Limit

Certified public accountant in Oregon City, OR (show on map)

5.0

★★★★★

2 reviews

Full-service accounting firm in Oregon City, OR offering tax, financial planning, and business services for individuals and businesses.

Call (503) 655-7153

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About

Rogers Financial Services is a full-service accounting firm licensed in Oregon, headquartered at 2895 S. Beavercreek Road, Suite 200, Oregon City, OR 97045.

The firm serves business owners, executives, and independent professionals with affordable, experienced, and friendly service. Core offerings span tax preparation and planning, personal and business financial planning, wealth management, estate and trust tax services, bookkeeping, cash flow management, bank financing, business advisory, succession planning, new business formation, litigation support, QuickBooks setup and training, and IRS audit representation. The firm emphasizes professionalism, responsiveness, and quality, and provides a monthly newsletter, free tax organizer, and client portal access.

Affordable rates

Experienced and friendly service

Personal attention to each client

Professionalism, responsiveness, and quality

Licensed in OR

Free consultation available

Services

Personal Financial Planning

One-on-one guidance and a comprehensive financial plan to manage risk, improve performance, and ensure growth and longevity of wealth.

Goal-based planning Retirement readiness analysis Investment strategy review Tax integration RMD analysis

Retirement Planning

Use a tax professional to plan ahead now and reap the benefits later.

Retirement income distribution plan Roth IRA conversion analysis Social Security impact review

Wealth Management

High-level professional service providing an integrated approach to growing and preserving income and assets.

Asset growth strategy Wealth preservation Distribution planning

Estate Planning

Assist with estate planning to navigate hassles and red tape, ensuring wishes are carried out.

Estate document guidance Trust tax strategy Gift tax planning

Elder Care

Caring, honest, and knowledgeable professional support for loved ones' best interests.

Care coordination Financial advocacy Family guidance

Small Business Accounting

Take care of your books so you can focus on running your business and generating profits.

Bookkeeping Financial reporting Payroll solutions

Credentials & Certifications

Licensed CPA in Oregon

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

My company's books are a nightmare. I don't even know where to start! +

I take care of your books for you, so you can get back to the job of running your business and generating profits.

I'm spending all my time managing payroll for my employees. +

I offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best—running your company.

I use QuickBooks, but I'm not sure I'm getting the most out of the software. +

I offer a variety of services to help make sure that you are taking full advantage of QuickBooks' many features.

I made a mistake on my taxes. +

I'm here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.

I need help planning my family's financial future. +

I offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

What services do you offer for individuals? +

Personal Financial Planning, Retirement Planning, Wealth Management, Estate Planning, and Elder Care services.

What industries do you specialize in? +

Construction, Dentists, Healthcare, Hospitality, Law Firms, Manufacturers, and Real Estate.

Do you offer QuickBooks services? +

Yes, including QuickBooks Setup, Why QuickBooks guidance, and QuickAnswers support.