Strategic Tax & Accounting Services for Individuals & Growing Businesses
Welcome to 3rd Generation Accounting Inc.
3rd Generation Accounting Inc., located in Portland, OR, has been providing professional, reliable tax services since 1948. Founded by a grandfather and carried through three generations, I bring decades of experience with a strong commitment to accuracy, compliance, and personalized service. It continues to earn the trust of clients by focusing on the fundamentals of accounting rather than flashy trends or aggressive marketing.
My History & Approach
Since its founding in 1948, 3rd Generation Accounting Inc. has remained a family-operated firm. The founder established a reputation for integrity and precision, which was carried forward through the next generation and is now maintained by the current owner. Having been part of the business since 1987 and assuming full ownership around 1989, the firm is led by over 35 years of hands-on experience, ensuring every client receives professional, steady, and knowledgeable guidance.
3rd Generation Accounting Inc. operates with a philosophy centered on doing the work correctly and maintaining strong professional standards. The business has grown steadily over the decades by serving clients who value reliability and competence.
Core Accounting Services
While my firm provides a range of accounting services, my primary focus remains tax services. I also offer bookkeeping, accounting, and payroll support for clients who require comprehensive financial management.
Tax Services
The tax services include preparation for individuals, businesses, partnerships, corporations, and non-profits. I can help with federal and state filings, e-filing, multi-year or back tax filings, and audit representation when I have prepared the return. Year-round tax planning is a key part of the process, allowing us to review prior-year returns, identify missed deductions, and communicate directly with the IRS and state agencies on behalf of my clients. I provide flexible remote support via phone and email, without requiring portal-based automation or Zoom meetings.
Bookkeeping & Accounting
At 3rd Generation Accounting Inc., I provide detailed bookkeeping and accounting services to support growth and maintain organized financial records. I handle bank reconciliations, transaction recording, profit and loss statements, balance sheets, flexible reporting schedules, budgeting guidance, cash flow advisory, and expense management insight. While I do not correct or fix QuickBooks files, I use reports from client-prepared systems for tax preparation and offer guidance to help support tax-efficient positioning.
Payroll Services
My payroll services complement my accounting work, primarily for clients who also use my bookkeeping services. I process payroll, provide after-the-fact payroll assistance, prepare quarterly tax reports, handle federal filings electronically, and guide clients through state payroll requirements. I also manage W-2 and 1099 preparation with flexible payroll scheduling. While payroll is not my primary focus, I ensure accuracy and compliance for every client.
Why Professional Standards Matter
In today’s complex financial landscape, maintaining professional standards, long-term client relationships, and careful attention to detail is critical. At 3rd Generation Accounting Inc., I emphasize stability, reliability, and personalized service. My clients benefit from over seven decades of institutional knowledge, experience carried across three generations, and the reassurance that their financial matters are handled competently and discreetly.
General FAQs
Does 3rd Generation Accounting Inc. prepare multi-year tax returns?
Yes. I can handle back tax filings for individuals and businesses, ensuring that all prior obligations are met accurately.
Can you represent me during an IRS audit?
Absolutely. I provide audit representation for returns prepared by the firm, and communicate directly with the IRS and state agencies to clarify and resolve any questions.
Do you offer remote tax preparation?
Yes. I work via phone and email for all tax and bookkeeping needs, allowing clients to receive services without visiting the office. I do not use portals or Zoom systems, emphasizing direct and secure communication.
Can you manage QuickBooks corrections?
I do not fix QuickBooks files, but I use reports from QuickBooks for tax preparation and provide guidance on efficient bookkeeping and reporting.
How do you approach year-round tax planning?
I review prior-year returns, identify missed deductions, and provide ongoing advice to optimize tax efficiency. Tax planning is continuous rather than limited to filing season.
Take control of your finances today by calling 3rd Generation Accounting Inc. at (503) 282-7247 for trusted guidance.
