Gallagher Financial Services

Gallagher Financial Services has been guiding individuals and families towards financial clarity since 1974. Located in bustling Eugene, Oregon, we are a dedicated team of professionals committed to providing personalized and compassionate tax and financial planning services.

Our Philosophy

We believe that your financial journey is unique. We take the time to understand your individual story, challenges, and aspirations. By considering your life context, we identify your financial goals and uncover the best possible tax solutions to maximize your return. We are not your average tax preparers - we are trusted advisors who walk alongside you, offering support and guidance every step of the way.

What We Offer

We offer a comprehensive range of services designed to address your diverse financial needs, including:

Tax Return Preparation & Consulting

• Accurate and efficient tax filing for individuals and businesses
• Strategic tax planning to minimize your liability
• Representation before the IRS and state tax authorities

Financial Planning

• Comprehensive financial planning tailored to your goals and circumstances
• Assistance with retirement planning, estate planning, and investment strategies
• Regular reviews and updates to ensure your financial plan remains relevant and effective

Our Approach

We take a collaborative and transparent approach to client relationships. We believe in open communication, clear explanations, and shared accountability. We encourage you to ask questions, voice your concerns, and actively participate in the planning process. Together, we can navigate the complexities of your financial life and achieve your financial goals.

Meet The Founder

Susan Gallagher-Smith, the founder and owner of Gallagher Financial Services, brings over 40 years of experience and genuine passion to the field of taxation. With deep expertise in personal income tax, she has successfully guided clients through complex tax situations, maximizing their returns and achieving peace of mind.

Gallagher Financial Services is more than just a tax preparation firm - it's a trusted partner in your financial journey. Contact us today and let us help you achieve financial clarity and pursue your dreams with confidence.