Succession Planning

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Succession planning is crucial for family businesses, yet it's often overshadowed by emotional and logistical challenges. At Mt Hood Tax & Accounting Professionals, we understand the complexities involved and offer tailored solutions to ensure the smooth transition of your business to the next generation.

We address key issues such as:

Keeping it in the family vs. selling to a third party.
Identifying successors for management and ownership.
Minimizing tax implications.
Ensuring fairness and equity among family members.

Our approach focuses on:

Business valuation.
Restructuring if necessary.
Tax planning to mitigate liabilities.
Retirement and tax projections.

Let us help you preserve your legacy and secure your family's future with a carefully crafted succession plan. Request a free consultation to get started today.

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Mt. Hood Tax & Accounting Professionals

Welcome to Mt Hood Tax & Accounting Professionals, a trusted accounting firm licensed in Gresham, OR. If you're seeking a harmonious blend of personalized service and expert financial guidance, you've arrived at the right destination. At Mt Hood Tax & Accounting, we pride ourselves on delivering a comprehensive suite of services tailored to meet the needs of business owners, executives, and independent professionals alike. Conveniently located at 200 NW Division St. Gresham, OR 97060, our doors are open to assist you on your financial journey.

Our commitment to our clients is unwavering. We understand that navigating the complexities of finance can be daunting, which is why we offer rates that are both competitive and affordable. Beyond affordability, we bring a wealth of experience and a friendly demeanor to every interaction. When you partner with us, you can expect not only sound financial advice but also a warm and welcoming atmosphere.

At the core of our mission is the desire to help our clients not just survive, but thrive. We take a proactive approach to financial management, working diligently to maintain your current financial stability while strategically planning for your future goals. Our process begins with open communication, ensuring that we fully understand your unique needs and aspirations. Through rigorous research and meticulous analysis, we develop tailored solutions designed to propel you toward success.

Throughout our years of service, we've proudly established ourselves as a pillar of the Gresham business community. Our reputation for excellence and professionalism precedes us, a testament to our unwavering dedication to high standards. We consider it a privilege to serve the individuals and businesses of Gresham, and we're deeply honored by the trust and esteem we've earned.

Central to our success are the values that guide everything we do. At Mt Hood Tax & Accounting, we hold ourselves to three underlying principles:

Dedication: We are committed to providing outstanding service to our clients, going above and beyond to meet their needs and exceed their expectations.
Integrity: We conduct ourselves with the utmost integrity, upholding the highest ethical standards in all our interactions.
Excellence: We strive for excellence in everything we do, continuously seeking ways to improve and innovate for the benefit of our clients.

Whether you're a current client or considering partnering with us for the first time, we assure you that choosing Mt Hood Tax & Accounting means choosing competence, reliability, and timely advice. We invite you to contact us today to schedule your free initial consultation and take the first step toward a brighter financial future.