Landmark Tax & Investment Services Inc.

Landmark Tax & Investment Services Inc. As a FULL SERVICE tax and Investment firm we help our clients with both their tax needs and their preretiree/retiree needs to make better money decisions.

About Landmark Tax & Investment Services, Inc.

- Independently owned and operated for more than 20 years
- Provides financial and tax services to more than 900 clients
- Have received numerous awards and commendations

Areas of Expertise
Retirement Planning
• IRA's
• 401 (k) Rollover Services
• Rollover IRA's
• 403 (b) TSA

Investments
• Investment Portfolio Analysis
• Mutual Funds
• Managed Fee

Based Accounts
• Exchanged Traded Funds (EFTs)
• Variable/ Fixed/ Indexed Annuities
• Real Estate Investment Trusts, REITs
• Direct Participation Programs

Insurance
• Life Insurance/Estate Planning Needs
• Long Term Care

Tax Returns
• Individual
• S-Corp
• LLC
• Partnership
• Small Business

Securities and advisory services are offered through Centaurus Financial Inc., member FINRA/SIPC, www.finra.org, www.sipc.org, a boker/dealer and registered investment advisor. The representative associated with this site may only discuss/transact business in the following states: OR, WA, ID and Landmark Tax & Investment Services Inc and Centaurus financial, Inc. are not affiliated

08/20/2024

Just a reminder:

You are invited to my shred party at my current office location on Saturday, August 24th, from 3:00 PM to 6:00 PM. This will be a chance to say goodbye and enjoy some fun activities.

• Shredding: Feel free to bring any personal documents you'd like securely shredded on-site, We ask for a donation benefiting “My Father’s House” charity.

• Kids' Fun: We'll have a police officer here to announce the winners of the coloring contest and cotton candy for the younger ones.

• Food & Refreshments: Hot dogs will be served, and there will be an opportunity to purchase some of my office furniture, with all proceeds going to “My Father’s My Father's House, A Community Shelter, Inc.

• Prizes: You will be entered into a drawing for everyone who shows up.

Consider this a chance to say farewell in a relaxed setting and get a sneak peek at the office before it goes on the market!

Hope to see you here!!

08/01/2024

Bittersweet news! With a mix of emotions – excitement for the future, and a heartfelt gratitude for the past I’ve made the difficult decision to semi-retire and move my business to sunny Florida! ☀️

This decision was not made lightly. I've loved being a part of this community and will truly miss everyone. You all have made this journey incredible. You’ve become more then just clients and colleagues; you’ve became friends.

However, as many of you know, the business landscape is constantly changing. With the increasing financial burden placed upon small businesses here, it has become increasingly challenging to operate at my full potential, it makes more sense for my business to thrive in a more business-friendly state. I can downsize my business and focus more on the current clients I will be working with.

I want to take a moment to acknowledge the incredible impact this community has had on me. I'm proud to say that my one-person office donated a total of $18,151 to Snowcap over the years. It’s proof that even a small business can make a big impact!
While I’m excited about this new chapter, I want to assure you that my commitment to providing excellent service will not waiver. I’ll continue to operate remotely ensuring a seamless transition for all my current clients.

I’ll miss seeing your faces every day and being an active part of this community, but I hope you will join me celebrating this new chapter. I'd like to invite you to a farewell event and shred party at my current office location on Saturday, August 24th, from 3:00 PM to 6:00 PM. This will be a chance to say goodbye and enjoy some fun activities.

• Shredding: Feel free to bring any personal documents you'd like securely shredded on-site, We ask for a donation benefiting “My Father’s House” charity.

• Kids' Fun: We'll have the coloring contest winner announcement and cotton candy for the younger ones.

• Food & Refreshments: Hot dogs will be served, and there will be an opportunity to purchase some of my office furniture, with all proceeds going to “My Father’s House”

• Prizes: You will be entered into a drawing for everyone who shows up.

Consider this a chance to say farewell in a relaxed setting and get a sneak peek at the office before it goes on the market!

Wishing you all the best!

12/09/2023

See you there!!

Shred event is coming this Sat, Dec.9th from 9am-noon. Are you ready??? We are raising money for Snowcap sp bring cash...
12/05/2023

Shred event is coming this Sat, Dec.9th from 9am-noon. Are you ready???

We are raising money for Snowcap sp bring cash or food items to donate. Every dollar raised I'll be matching at the end of the year. See you there.

415 NE 4th st. Greshm

Enter from Kelly St. Make sure not to have any paperclips.

12/05/2023

Drawing for the raffle that was going on during tax season to benefit Sniwcap

Thank you to our sponsors:

Gresham Ford
Riverview Bank
Cochran Property Group
Steve & Amy

I'll be notifying all the winners!!!

06/02/2023

Our office hours will vary so please call before stopping by to make sure we are open.

Our office is proud to announce that we are participating in Gresham’s 2nd annual Adopt a Cop program during tax season....
01/13/2023

Our office is proud to announce that we are participating in Gresham’s 2nd annual Adopt a Cop program during tax season. We are proud to support Officer Jarom! We will be having our coloring contest for a gift certificate to Icandy. Stop by and pick up a coloring page and join us in honoring our officer. We also have a thank you card for clients to sign.

We appreciate this opportunity to support Officer Jarom and the Gresham Police Department.


Gresham Area Chamber of Commerce
Gresham Police Department

Had a coloring contest this tax season and I need everyone to vote on their favorite photo. This is our zero (0) to ...
01/10/2023

Had a coloring contest this tax season and I need everyone to vote on their favorite photo. This is our zero (0) to six (6) year olds. Please vote on your favorite photo and the numbers on the lower left hand corner. The winner wins a $20 gift card at icandy. Will close voting by 1/16.

Had a coloring contest this tax season and I need everyone to vote on their favorite photo. This is our seven (7) to ...
01/10/2023

Had a coloring contest this tax season and I need everyone to vote on their favorite photo. This is our seven (7) to twelve (12) year olds. Please vote on your favorite photo and the numbers on the lower left hand corner. The winner wins a $20 gift card at icandy. Will close voting by 1/16.

01/09/2023

Drawing for the raffle that we did during tax season 2022 (late this year). We sell raffle tickets during tax season and all of the proceeds go to SnowCap. At the end of the year I match all the donations.

This year we were able to raise $1,846.75 and with our matching donation, donate $3693.50 with our raffle and shred even...
01/09/2023

This year we were able to raise $1,846.75 and with our matching donation, donate $3693.50 with our raffle and shred event. Thank you to everyone who donated!!! That equals 73,870 lbs of food. We also received 420 lbs of items besides the cash donations! Great Job Everyone who contributed.

12/23/2022

We will be closed today for the weather! We will reopen on Tuesday 12/26. Have a Merry Christmas!

Address

Gresham, OR

Website

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