ROI Tax

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Tax preparation service in Clackamas, OR (show on map)

3.7

★★★★☆

6 reviews

SEC-registered investment advisor in Portland, OR, offering financial planning, tax planning, portfolio management, and retirement planning.

Call (503) 477-7773

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About

ROI Financial Advisors, LLC (dba ROI Financial) is an SEC-registered investment advisor based in Oregon and serving clients nationwide. Founded in 2012 by Lance Johnson after 18 years at large corporations, the firm has grown to over $100 million in regulatory assets under management.

ROI Financial offers comprehensive financial planning, portfolio management, tax planning, retirement planning, and investment strategy services, with an integrated approach through its ROI+ program that brings together affiliated firms for tax preparation, bookkeeping, payroll, and marketing & creative design.

Cross-disciplinary expertise with in-house tax, investment, and business operations

Hands-on help implementing action items (for assets under management)

Personalized service without cookie-cutter questionnaires

ROI+ integrated services bringing multiple disciplines under one roof

Over $100 million in regulatory assets under management

SEC-registered investment advisor

Services

Financial Planning

Comprehensive, customized financial plans tailored to your risk profile, lifestyle, life stage, and dreams. Includes hands-on help implementing action items and ongoing adjustments.

Personalized service Hands-on help Cross-disciplinary expertise Action item implementation Ongoing plan adjustments

Portfolio Management

Investment management services to help clients grow and manage their wealth through strategic portfolio allocation.

Strategic asset allocation Ongoing portfolio monitoring Risk-aligned investing

Tax Planning

Proactive, year-round tax planning to reduce tax burden and improve cash flow through deductions, credits, and strategic timing.

Maximizing depreciation, deductions, and credits Optimizing income timing for tax bracket Tax-advantaged retirement instruments Tax-loss harvesting Roth IRA conversions RMD management Estate tax planning

Retirement Planning

Designing retirement strategies including income range determination, asset management, and tax-efficient withdrawal planning.

Determine retirement income range Manage assets for desired lifestyle Understand Minimum Required Distributions Use real estate, HSAs, FSAs for tax savings

Investment Strategy

Strategic investment advice aligned with clients' goals, risk tolerance, and time horizons.

Goal-aligned investing Risk profile assessment Long-term wealth building

Tax Preparation

Accurate, affordable, and on-time tax preparation for individuals and small businesses through ROI Tax, LLC.

Individual tax returns Small business tax returns Affordable pricing On-time filing

Credentials & Certifications

SEC Registered Investment Advisor

Since 2020

Five Star Professional (FSP) Award

Since 2026

Reviews

Rating

3.7

★★★★☆

Reviews

"Our tax advisor, TREVOR was JUST FABULOUS."

Frequently Asked Questions

How is tax planning different from tax preparation? +

Tax preparation looks backward, filing last year's return as accurately as possible. Tax planning looks forward, proactively using deductions, credits, and strategies to reduce future tax liability and improve cash flow.

Is tax planning only for high net worth individuals? +

Not at all! Individuals, small business owners, and estates of all sizes can benefit from proactive planning. Even modest tax savings can make a big difference when compounded over time.

Why do I need tax planning for my small business? +

Tax planning can reduce your tax burden, improve cash flow, and free up resources to reinvest in your business. It also helps ensure business decisions align with the most tax-efficient strategies available.

Is my tax planner the same as my financial advisor? +

At ROI Financial, our teams work together to integrate tax strategies with your overall financial plan so every decision supports your larger goals.

When should I do a tax review? +

It is recommended to review your tax plan at least once a year, ideally mid-year, so there is still time to implement strategies. Many clients also schedule check-ins after major life or business events.

Why does proactive tax planning outweigh the cost? +

Proactive planning often saves clients far more in taxes than they spend on services, while also reducing stress and giving confidence that opportunities aren't being missed.

What qualifications do your tax advisors have? +

Our advisors are credentialed professionals with experience in individual, estate, and business taxation. They stay current with changing tax laws to provide accurate, forward-looking strategies.

What makes ROI Financial's financial planning different? +

ROI Financial offers personalized service that doesn't rely on cookie-cutter questionnaires, hands-on help implementing action items, and cross-disciplinary expertise integrating taxes, investments, and small business operations under one roof.