Friedman and Perry, CPAs

A tax and accounting practice in Sisters, Oregon, Friedman and Perry, CPAs combines the expertise of its staff with a team approach, so that each client receives close analysis and attention. Its tax work is staffed by seasoned tax professionals, and the firm says its high standards and work ethic are the reason clients return year after year.

Tax preparation and year-end planning

Tax preparation is supported by an engagement letter, an organizer questionnaire and year-end tax letters, which clients receive each year. The year-end letter carries tax planning tips. Individual clients can open an account through the firm's Client Accounts area to check the status of a tax return. The firm also publishes tax tools and tax tips, including downloadable forms and financial calculators.

A secure client portal

The firm runs a client portal where sensitive files can be uploaded and downloaded. Communications between the firm and its clients are encrypted with SSL, the same protection used by banks and large e-commerce services. Stored files are encrypted on the servers, and data is mirrored in real time between two separate locations. Full and incremental backups run on a schedule, with off-site copies kept in two separate secure physical sites, which the firm says guards against nearly every kind of disaster. The portal is powered by ShareFile.

Current rules and archived news

The firm keeps clients informed of IRS rules and regulations, and it maintains an archive of past news for anyone who needs earlier updates.