Brian O.
3/20/2014
Fast and easy tax preparation. This was a referral from a friend of mine that says Christy has done their taxes for many years and are very happy. More money than the temporary tax places but what...
Landmark Tax & Investment Services
Closed
(12)
Photos
415 NE 4th St
Gresham, OR 97030
Landmark Tax & Investment Services, located in Gresham, OR, specializes in providing comprehensive financial advice that integrates both tax and investment planning. Their approach emphasizes the importance of understanding how taxes impact investment returns, ensuring clients can secure their financial futures while effectively managing their wealth.
The firm aims to design personalized action plans tailored to their clients' unique goals, whether they are just starting their financial journey or looking to optimize their retirement portfolios. With a focus on financial education, Landmark offers resources such as calculators, newsletters, and workshops to enhance clients' understanding of financial matters.
Generated from the website
Also at this address
Reviews
3.512 reviews
David B.
3/18/2023
I have used Landmark for years. Christy is thorough and very knowledgeable. Our Trust requires filing in multiple states, no problem. Similar situation with my son's taxes; multiple moves and...
Tess N.
10/10/2022
I wanted to get established as a new client before tax season, instead of waiting until nearer the end of the year when it's much harder to become a new client of a tax preparer. Got a really...
Rob H.
7/19/2022
Christy has been doing my corporate taxes for several years now and always has kept me above-board and confident in the returns. She is super helpful and even friendly when I miss something! I...
Natalie F.
6/13/2018
After reading the response to my husband's review, I will say that I am saddened that the truth in the response is shockingly absent or maybe just maybe it is a case of mistaken identity. I will...
See a problem?
You might also like
Partial Data by Foursquare.