Firm Profile

We are an experienced firm that focuses on providing quality services to our clients. In order to provide the personal service our clients expect, we have chosen to remain a small firm. It is our goal to perform services in a time and cost effective manner. Spending the time necessary to provide quality services to our clients helps to keep our services cost effective by ensuring that our clients have few long-term time consuming and costly tax and financial problems.

Nancy Lee Bolton, CPA

Nancy received her Bachelors in Business Economics (Cum Laude) with departmental honors in economics from Willamette University in May of 1993. After college, her father convinced Nancy to work in public accounting, and she has enjoyed working in the field since that time. Nancy completed her accounting studies at Portland State University and was a member of the PSU's Beta Alpha Psi accounting honorary fraternity. She has worked in public accounting for over 20 years, working extensively with individual and business income tax returns, preparation of corporate financial statements, and auditing of nonprofit organizations.

Nancy is a member of the American Institute of CPAs and the Oregon Society of CPAs. She was on the board of the Friends of the Multnomah County Library for over five years, including two years as treasurer.