Personal Tax & Financial Services – Vancouver WA Area

Everyone needs a great advisor. It’s not just business owners who benefit from working with an experienced tax advisor. At Opsahl Dawson, our accountants work with individuals as well as businesses. We look forward to taking the stress out of filing your taxes and helping you prepare for your financial future.

How Can We Help?

personal CPA smiling at his desk in Vancouver washington

PREPARE & FILE TAX RETURNS

Tired of stressing out every tax season? Our experienced tax advisors can help. They’ll:

  • Prepare and file federal and state tax returns
  • Help you maximize your deductions and minimize tax liability
  • Provide assistance and representation in the event of an IRS audit or inquiry
personal CPA smiling in front of her computer

FINANCIAL & RETIREMENT CONSULTING

Are you planning for your financial future? The tax advisors at Opsahl Dawson can help. We can explain your options and offer advice when it comes to setting up or managing:

  • Retirement accounts
  • Trusts
  • Health Savings Account (HSA)
  • College Savings Plan (529)
personal CPA working with client towards goals

ESTATE PLANNING & CHARITABLE GIVING

It takes a lifetime of hard work to build your estate. Estate planning advice can help you rest easy. We’ll help minimize your estate’s tax liability and ensure that you’re providing for your loved ones.

We can also help you plan your estate’s charitable giving to help minimize tax liability even further!

Why Opsahl Dawson?

Your personal financial success is our success.

At Opsahl Dawson, our tax accountants have a simple goal in mind: to help you achieve your financial goals. Whether that means making tax season stress-free or choosing a college savings plan for your children, we can help.

“We have completely reinvented the accounting profession. We put the latest technology and streamlined processes to work for you.”

– Aaron Dawson, President

Ready to Meet Vancouver’s Trusted Accounting Professionals?

Contact Opsahl Dawson’s tax accountants today to learn more about our tax and financial services for individuals. Or give us a call:

Vancouver: (360) 737-8007 | Longview: (360) 425-2000

CONTACT US ONLINE
“Managing my business while raising a family can be stressful enough. Then there is tax season! Opsahl Dawson erases that stress with a streamlined process embodied by a particular attention to detail. Yet, it is trust and friendship gained that will lead us back to their office for years to come.”

Dominik Staros – Owner, Image Web Consulting

Our Locations

7701 NE Greenwood Dr Ste 200
Vancouver, WA 98662

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Phone: (360) 737-8007

Hours: Monday – Friday, 8:30AM – 5:00PM

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959 11th Ave Ste A
Longview, WA 98632

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Phone: (360) 425-2000

Hours: Monday – Friday, 8:30AM – 5:00PM

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5209 Corporate Center Ct SE,
Lacey, WA 98503

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Phone: (360) 456-2100

Hours: Monday – Thursday, 8:00AM – 5:30PM

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700 Lincoln St #200,
Kelso, WA 98626

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Phone: (360) 636-4200

Hours: Monday – Thursday, 8:30AM – 5:00PM

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