Jarrard Seibert Pollard

Jarrard, Seibert, Pollard and Co, LLC is a leading accounting and financial services firm based in West Linn, OR. Our firm is dedicated to providing the highest quality of services to our clients, backed by our unwavering commitment to professionalism, responsiveness, and quality. We are proud to be a trusted partner to business owners, executives, and independent professionals, offering a broad range of services tailored to meet their unique needs.

Our Values

At Jarrard, Seibert, Pollard and Co, LLC, we believe that our values are the foundation of our success. We are guided by three core principles:

• Professionalism: We hold ourselves to the highest standards of conduct and integrity. We are committed to providing our clients with expert advice, sound judgement, and informed insights.
• Responsiveness: We understand that our clients rely on us for timely and accurate services. We are dedicated to meeting their needs quickly and efficiently, delivering on our promises and exceeding their expectations.
• Quality: We strive for excellence in all that we do. We are committed to continuous improvement, staying up-to-date with the latest industry trends, and investing in the tools and technologies that enable us to deliver the best possible services.

Client Reviews

We are proud of the strong relationships we have built with our clients over the years. We believe that our success is a testament to the quality of our services, and we are grateful for the positive feedback and referrals that we have received. Here are a few of the comments that our clients have shared about their experience with Jarrard, Seibert, Pollard and Co, LLC:

• "Jarrard, Seibert, Pollard and Co, LLC is one of the leading firms in the area."
• "With Jarrard, Seibert, Pollard and Co, LLC, each client receives close personal and professional attention."
• "Jarrard, Seibert, Pollard and Co, LLC is professional and responsive."
• "Jarrard, Seibert, Pollard and Co, LLC is known for quality service."

Services

Jarrard, Seibert, Pollard and Co, LLC offers a comprehensive range of services designed to meet the needs of businesses, executives, and independent professionals. Our services include:

For Individuals

• Personal Financial Planning: Our team of experts can help you create a personalized financial plan that takes into account your unique goals, needs, and circumstances. We can assist you with budgeting, saving, investing, and planning for retirement, education, and other major life events.
• Retirement Planning: We can help you make the most of your retirement savings and benefits, whether you are just starting out or approaching retirement. We can provide you with informed insights on the best ways to save, invest, and manage your retirement income.
• Estate Planning: We can help you plan for the distribution of your assets in the event of your death or incapacity. We can assist you with the creation of a will, trust, power of attorney, and other legal documents to ensure that your wishes are carried out and your loved ones are protected.
• Wealth Management: We can help you manage and grow your wealth in a responsible and sustainable way. We offer a range of investment management services that are designed to meet your unique goals, needs, and risk tolerance.

For Businesses

• Small Business Accounting: We can help you manage your financial records, prepare financial statements, and file tax returns. We offer a range of services that are designed to meet the needs of small businesses, from bookkeeping and payroll to budgeting and forecasting.
• Audits, Reviews, and Compilations: We can provide you with independent and objective assurance services that can help you build trust and credibility with your stakeholders. Our services include financial statement audits, reviews, and compilations, as well as agreed-upon procedures and other attestation services.
• Cash Flow Management: We can help you manage your cash flow and working capital, so that you can optimize your liquidity and financial performance. We can assist you with forecasting, budgeting, and managing your accounts receivable, accounts payable, and inventory.
• Bank Financing: We can help you secure the financing you need to grow your business, whether you are looking for a term loan, a line of credit, or a commercial mortgage. We can assist you with the preparation of financial projections, business plans, and loan proposals, and help you negotiate the best possible terms.
• Business Advisory Services: We can provide you with strategic, operational, and financial advice that can help you grow and succeed. We can assist you with strategic planning, business planning, performance improvement, mergers and acquisitions, and other key business decisions.
• Financial Planning for Businesses: We can help you create a comprehensive financial plan for your business, taking into account your short-term and long-term goals, as well as your risks and opportunities. We can assist you with budgeting, forecasting, and managing your cash flow, as well as with identifying and evaluating new business opportunities.
• Succession Planning: We can help you plan for the transition of your business to the next generation of leaders, whether you are looking to sell your business, transfer it to your family, or pass it on to your employees. We can assist you with the development of a succession plan, the valuation of your business, and the execution of the transition.
• New Business Formation: We can help you start your business on the right foot, by providing you with expert guidance on the legal, financial, and operational aspects of business formation. We can assist you with the creation of a business plan, the selection of a business structure, the registration of your business, and the establishment of financial systems and controls.
• Non-Profit Organizations: We can help you manage and grow your non-profit organization, by providing you with expert advice on financial management, governance, and compliance. We can assist you with the preparation of financial statements, the filing of tax returns, and the implementation of internal controls and risk management practices.
• Internal Controls: We can help you protect your business from fraud, errors, and other risks, by implementing effective internal controls and procedures. We can assist you with the identification and evaluation of risks, the design and implementation of controls, and the monitoring and testing of controls.

Tax Services

Jarrard, Seibert, Pollard and Co, LLC offers a range of tax services designed to help you minimize your tax liability and stay compliant with the tax laws. Our services include:

• Individual Tax Preparation: We can help you prepare and file your personal tax returns, whether you are a wage earner, a self-employed individual, or a retiree. We can assist you with the preparation of federal, state, and local tax returns, as well as with the resolution of any tax issues or disputes.
• Tax Preparation for Businesses: We can help you prepare and file your business tax returns, including corporate, partnership, and LLC tax returns. We can assist you with the preparation of federal, state, and local tax returns, as well as with the resolution of any tax issues or disputes.
• Tax Planning: We can help you develop a tax strategy that takes into account your short-term and long-term goals, as well as your risks and opportunities. We can assist you with the identification and evaluation of tax planning opportunities, the implementation of tax-efficient strategies, and the monitoring and adjustment of your tax plan as needed.
• Estate & Trust Tax Services: We can help you manage and minimize the tax liability of your estate or trust, by providing you with expert advice on estate and trust tax laws, regulations, and planning strategies. We can assist you with the preparation of estate and trust tax returns, the distribution of estate and trust assets, and the administration of estates and trusts.