Certified Public Accountants

Complete tax, accounting and auditing services for individuals, trusts, estates, businesses and municipalities.

2024 Tax Deadlines

2024 Tax Return Deadlines

S-Corporations and Partnerships – March 17, 2025

Please have your documents and/or QuickBooks in by February 14, 2025

Individual Returns – April 15, 2025

Please have your documents in by March 15, 2025

Accounting Services

Audits, Reviews and Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. We provide financial reporting on all three levels of assurance.

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Business Entity Selection

Choosing the form of entity of your business (e.g. “S” corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company

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Business Succession and Exit Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company’s day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

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Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Together with your financial advisors, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

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Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

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Tax Services

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

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Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

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Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

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Who We Are

Thank you for visiting the website of RWB & Co.

RWB & Co. are Certified Public Accountants and Oregon Licensed Municipal Auditors with an office located in Medford, Oregon. Areas of specific expertise include tax and accounting for businesses, trusts and estates, and non-profit organizations.

The firm employs a specialized staff of tax, accounting, and auditing professionals and strives for personalized service and flexibility in the everchanging environment of tax and business. Additional services offered include attestation services including compilation, review and audit of financial statements.

Complete tax, accounting and auditing services for individuals, trusts, estates, businesses and municipalities.