Improve Your Bottom Line Through Better Tax Planning and Financial Analysis

As our client you'll have your own on-call CPA. Feel free to call or email us with 5-10 minute questions throughout the year free of charge.

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Meet the Team

Our relationships with clients extend beyond financial recordkeeping and reporting. We understand the dynamics that affect their personal and professional lives. We listen to their goals and dreams. We work collaboratively to develop plans that transform ambitions into reality.

Jim Samplename

CPA, President

Jim is the Principal and Founder of the firm. He has served a host of individuals and small business owners in his 30+ years as a practicing Certified Public Accountant. John holds a Bachelor of Science in Accounting and Master of Business Administration from Oregon State University. He is an active member of the Oregon Society of Certified Public Accountants.

jim@jsassociates.com


Amanda Test

CPA, MSAT, Partner

Amanda joined the firm in 2004 and has practiced public accounting since 1996. She spends the majority of her time focusing on tax planning and investment management for individuals. Amanda is a Certified Public Accountant and a Certified Financial Planner. She received her Bachelor of Science in Business Administration from the University of Oregon.

amanda@jsassociates.com


John Doe

CPA, Partner

John Doe has provided accounting, income tax, and financial advisory service to a variety of small businesses since joining the firm in 2008. John also has 14 years of experience as a staff accountant in private industry. He received a bachelor’s degree in accounting from Portland State University and is a Certified Public Accountant.

john@jsassociates.com

Industries Served

Associations • Attorneys • Consultants • Contractors • Dealerships • Dentists • eCommerce • Landlords • Physicians • Retail Stores • Restaurants • Schools • Social Service Agencies

  • Amanda Test patiently and fully answered all of our questions, and had a some specific recommendations for us that would increase our tax refund for next year. She is professional, friendly, and keeps everything simple.

    -- Marty McFly

  • Jim Samplename was an absolute pleasure to work with: professional, courteous, and friendly.

  • John Doe is competent, approachable, efficient, and delightfully personable. He always makes time to address my questions in a very timely manner.

    -- Ringo Starr

Let's Start Talking

Let's discuss your situation so that we may understand your objectives and determine whether we have the ability to provide service and value. First consultation is free.

(971) 246-8525