Dale R Kennedy PC

The Legacy Group, Ltd. offers a variety of financial consulting services. Based on a financial plan prepared just for you, our full-service, Fee-Only financial planning process offers individualized service and professional advice.Through a confidential advisory relationship, we will help you chart a course that seeks to achieve your long-term goals and financial objectives. Based on your needs and desires, your financial plan may include these and other highly specialized financial servicesRetirement Planning401 k Rollover StrategiesPension Survivor DecisionsAdvanced Estate PlanningFamily Business PlanningWealth Enhancement StrategiesPortfolio Allocation DesignIncome Tax Reduction StrategiesCharitable Planning Strategies

Ash Creek Tax is a trusted legal and tax consulting firm based in Monmouth, Oregon, specializing in tax preparation, taxpayer representation, and estate planning services. Led by Donna M. Byrne, an experienced attorney and former law professor, the firm is dedicated to providing peace of mind and clear understanding to clients, ensuring their tax and legal needs are met with attention to detail and expertise. With a focus on trusts, wills, and end-of-life tax issues, Ash Creek Tax offers personalized solutions tailored to each client's unique circumstances. As a licensed tax consultant and enrolled agent, Donna Byrne brings extensive knowledge and expertise to help clients navigate complex tax matters and effectively represent them before the IRS and Department of Revenue. Whether it's preparing tax returns, resolving tax disputes, or creating comprehensive estate plans, Ash Creek Tax is committed to delivering exceptional service and support.Generated from the website