About Casler Financial
With nearly 20 years of experience, I help individuals, small businesses, and real estate investors keep more of what they earn through smart, proactive tax planning. As a Licensed Tax Consultant, Enrolled Agent, and NTPI Fellow, I’m here to simplify your taxes, represent you with the IRS, and help you achieve the best possible outcome.
Income taxes are one of our biggest expenses over the course of our lifetime. With a little strategic planning, forward thinking and the help of experts like us, we can find ways to save you thousands, even tens of thousands of dollars in taxes EVERY YEAR!
Casler Financial is excited to be offering Oregon Tax Planning packages for the first time!
What does this new tax planning package look like?
We will start with a 1:1 consultation to discuss your unique financial situation and go over your goals and plans for the future. We will collect your most recently filed tax return if you are not a current client of ours. After this meeting, we will do a thorough and comprehensive review of your tax situation, and provide you with a detailed written report that will explain the different strategies that are available to you, approximate tax savings associated with each strategy, and the out of pocket cost to implement the strategy (if any.)
If you purchase or upgrade to the Deluxe or Premier Package, we will then meet again to go over the strategies with you in detail, answer any questions and develop a plan to implement any of the strategies that you are interested in taking advantage of. Here at Casler Financial, we know that sometimes follow through can be the hardest part, so we are working on a Premier package that will come with quarterly check ins and may even be billed monthly with tax preparation included. This is a great time to tell us what you want and we will try to shape our offerings to meet your needs.
Basic Tax Planning Package: $1500
30 minute 1:1 meeting to discuss your goals and personal financial situation, comprehensive written report detailing your recommended strategies for you to review and implement at your convenience.
Deluxe Tax Planning Package: $2000
30 minute 1:1 meeting to discuss your goals and personal financial situation, comprehensive written report detailing your recommended strategies for you. One hour follow up meeting to review and discuss recommended strategies, answer any questions and develop a plan for implementation.
Premier Tax Planning Package
Coming Soon!
Why Choose Us
Casler Financial has been specializing in personalized taxation services throughout the Pacific Northwest since 2004. Shay has the skills, knowledge, and charisma to handle all of your tax preparation and advisory needs. As an Enrolled Agent with the IRS, she can represent you during an audit, work on your behalf to get current on your tax filings, negotiate payment plans, and assist you if you are in delinquency or collection status. Let us help alleviate the stress of tax time.
Testimonials
"Shay does an amazing job with my personal and business tax returns. Professional, responsive, and knowledgeable."
~Erin T.
"Shay and her team are incredibly knowledgeable and work hard to stay up to date on industry changes to bring the best to their clients."
~Stephanie P.