Wolfe Strategies, CPA, PC

Specialties

Strategic Services

Review your business plan or strategy

Retirement planning and review

Estate planning and review

Accounting Services

Compilation and Review of financial statements to report your financial information to outside third parties or for partners in business

Management financial statements to use as internal financial information for making important decisions in the Company

On site controllership to prepare the books and records along with the many controller responsibilities at your Company

Accounting to help you stay actively building your business

Tax Services

Tax preparation for individuals, businesses, and nonprofit organizations

Tax preparation for estates, gifts, and trusts

Tax planning to help minimize tax

Business Consulting

Set up new businesses and review specific entity type for best tax savings

Review and recommend internal controls for best practices

Develop policies and procedures to promote clear objectives and efficiency

History

Established in 2011.

Justin Wolfe is the founder of Wolfe Strategies, CPA, PC. In 2002, while he was in college at Portland State University, he worked for an Attorney/​CPA in downtown Portland, Oregon and got his first experience for preparing tax returns in public accounting. Ever since graduating from Portland State University in 2003, Justin worked in public accounting at local CPA offices in the Portland Metro Area before launching Wolfe Strategies, CPA, PC in October 2011. The West Linn office on Willamette Falls Drive was opened in December 2011. Wolfe Strategies, CPA, PC moved to Historic Oregon City in November 2013 near the McLoughlin House and City Hall.

Meet the Business Owner

Justin W.

Business Owner

Justin really enjoys consulting with people for their personal or business taxes, but he loves going beyond the numbers to explain finances and create a strategy for saving taxes. Helping someone achieve their financial goals is one of the many objectives at Wolfe Strategies, CPA, PC.

We are a growing full service Certified Public Accounting Firm with over a decade of experience in helping individuals and small business owners with taxes, accounting, and consulting. Wolfe Strategies CPA PC provides strategic planning opportunities for businesses and individuals to maximize tax savings and review current situations to provide best solutions.