Byzick and Company

Byzick and Company is a CPA practice with offices in California and Oregon. It prepares and plans taxes for individuals and businesses, runs payroll, and advises on estates, trusts and retirement. The team also publishes plain summaries of new tax legislation for its clients.

Services

• Tax planning and preparation: returns and planning that take account of current and recently changed tax law.
• QuickBooks support: each office has a certified Quickbooks Pro Advisor who helps clients set up and use the software well.
• Payroll: payroll administration with staff who know both California and Oregon requirements.
• Estate and trust planning: help passing assets to the next generation and planning ownership succession for businesses.
• Financial and retirement planning: asset allocation, investment monitoring, college funding and retirement plans, viewed with tax effects in mind.
• Tax authority representation: support with audits and responses to notices from federal and state agencies.

Clients

Individuals, families and business owners, including those planning retirement or passing on a business.

Key facts

• Based in: California and Oregon, USA
• Certifications: certified Quickbooks Pro Advisor in every office