Wilcox & Co

Tax planning that looks forward, not back.

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

5.0

★★★★★

10 reviews

Boutique tax and wealth planning firm for business owners and individuals focused on proactive, year-round strategy.

Call (503) 255-5426

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About

Fiat Tax was founded to change the traditional reactive accounting model by prioritizing education, clarity, and proactive year-round planning. The firm operates as a boutique tax and wealth planning practice where clients work directly with experienced professionals.

Services include business tax strategy, individual tax planning, tax preparation and filing, and bookkeeping and accounting. The firm emphasizes clear communication, collaborative integration with wealth advisors, and business advisory depth including M&A and business sale preparation. Fiat Tax is part of a broader financial ecosystem alongside Fiat Wealth Management.

Proactive, year-round tax planning instead of reactive compliance

Boutique firm with unmatched responsiveness and direct access to professionals

Integrated tax and wealth planning through the Fiat Ecosystem

Business advisory depth including M&A and business sale preparation

Clear, jargon-free communication with plain-language explanations

Collaborative integration with broader financial teams

Services

Business Tax Strategy

Proactive tax planning and business advisory for owners who want to maximize tax efficiency and plan ahead for major transitions.

Comprehensive entity structure review Quarterly strategy sessions Year-round tax planning with scenario modeling M&A and transaction advisory Estimated tax payment guidance Coordination with broader financial team

Individual Tax Planning

Forward-looking strategies for individuals who want clarity, confidence, and fewer surprises.

Tailored tax strategies aligned with life plans Proactive year-round planning Clear communication in plain language

Tax Preparation & Filing

Accurate, timely tax preparation backed by strategic thinking most firms skip.

Accurate and timely filing Strategy built into the filing process Jargon-free documentation

Bookkeeping & Accounting

Reliable, organized financials that give you the foundation to make better decisions and plan with confidence.

Monthly bookkeeping and reconciliation Financial reporting Integration with tax strategy Payroll coordination and support Scalable systems

Credentials & Certifications

Certified Public Accountant (CPA)

Registered Investment Consultant (RICP®)

Reviews

Rating

★★★★★

Reviews

"they helped me with multiple years of taxes."

Frequently Asked Questions

What makes Fiat Tax different from a traditional accounting firm? +

Fiat Tax is a boutique tax and wealth planning firm that prioritizes proactive, year-round strategy, clear communication, and responsiveness over reactive compliance-only service.

Who is Fiat Tax's ideal client? +

Business owners and individuals who want proactive, year-round tax strategy, clear communication, and unmatched responsiveness from a boutique firm.

Does Fiat Tax help with business sales and M&A? +

Yes. The team has deep experience with business purchases, sales, and M&A strategies, and helps business owners prepare years in advance for a future business sale.

How often does Fiat Tax communicate with clients? +

Fiat Tax communicates often throughout the year, not just during tax season. Clients have direct access to the professionals who know their story.

Is Fiat Tax part of a broader financial ecosystem? +

Yes. Fiat Tax is part of a broader financial ecosystem alongside Fiat Wealth Management, offering integrated planning that connects tax strategy with wealth management.

What is included in the Bookkeeping & Accounting service? +

Monthly bookkeeping and reconciliation, financial reporting, integration with tax strategy, payroll coordination and support, and scalable systems that grow with the business.

What is the Business Tax Strategy service designed for? +

Business owners and entrepreneurs generating $750,000 or more in annual revenue who want their tax strategy to work as hard as they do.

How does Fiat Tax approach tax planning differently? +

Fiat Tax plans proactively throughout the year, models scenarios, anticipates changes, and adjusts strategies to maximize tax efficiency and eliminate surprises.