Nelson Financial &
  Estate Planning

Nelson Financial and Estate Planning

354 North Pacific Highway
Woodburn, OR 97071

503 981 0710

Office hours:
9:00 AM - 5:00 PM

OBTP#B14262
(Oregon Board of Tax Practitioners)





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"We do best what you hate the most."

We have been helping preparing tax returns in Woodburn since 1986. With over 40 years of combined experience in tax preparation we can help you prepare a variety of tax returns.

imgSolutions for individuals

  •   Investments*
  •   Tax & Estate planning

imgSolution for business

  •   Payroll & Quarterly Reports
  •   Accounting & Bookkeeping
Featured Servicesimg


Tax Preparation
Let us help you take the burden of preparing your tax return. We have an experienced and knowledgeable staff that can help answer your tax questions. With over 30 years of preparing tax returns in the Woodburn area, we can help you with any tax return you need to file.


Payroll
We can help your business with all your payroll concerns. We offer many different options for printing and recording your employees paychecks. We can help issue payroll checks if you have just one employee or if you have multiple employees. We will also file all Quarterly Reports for your business and as well as printing W-2s and 1099s. Our clients seem to enjoy our flexibility and efficiency in helping them with their payroll.


Investments
As an enrolled agent with the IRS and financial advisor*, Dale Nelson is able to handle your financial investment needs as well as knowing how your transactions with your investments will effect your tax return. Schedule an appointment with him to talk about the various options in investing in your financial future.

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* Securities and advisory services offered, in states where licensed, exclusively through representatives of KMS Financial Services, Inc., Member FINRA/SIPC and an SEC Registered Investment Advisor. This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you. Check the background of this investment professional on FINRA's BrokerCheck.