ABOUT US
Welcome to Heuberger Carlson & Associates, a boutique accounting and consulting firm. We specialize in providing services to high-net-worth individuals, family groups, trusts and estates, and small businesses in the real estate and service industries. HCA was created to bring together experience, integrity, and peace of mind.
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Our team of experts provide personalized solutions to meet the unique needs of our clients. We enjoy helping you navigate the complex and ever-changing world of taxation.
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HCA is dedicated to building long-lasting relationships. We deliver a high level of customer service with every engagement. Our team is knowledgeable, experienced, and passionate about helping you reach your financial goals. We are committed to providing the support and guidance you need to succeed.
OUR SERVICES
TAX PREPARATION
We provide personalized, efficient, and reliable tax services to high-net-worth individuals and small businesses. Our team of accountants has extensive knowledge of tax law and regulations. We stay up-to-date with the latest changes to ensure that our clients receive the most accurate and favorable tax outcomes.
TAX PLANNING
Whether you're a small business owner, high-net-worth individual, or just hoping to reduce your tax burden, HCA tax planning services are here to help. Expert tax planning involves near-term and long-term perspectives. It requires an analysis of income tax implications and factors such as estate planning, cash flow needs, and asset management. HCA believes in a team approach. We enjoy working closely with your other advisors, such as attorneys and financial managers, or recommending experts as needed.
TRANSACTION PLANNING
HCA planning services are designed to help you navigate the complex world of business transactions, asset sales or acquisitions, and financing arrangements. Whether you're buying or selling a business, real estate, or qualified small business stock (Sec. 1202), HCA experts are here to provide guidance and support.
YOUR TEAM
Cynthia J. Heuberger, CPA
Shareholder
After obtaining her CPA license in 1999, Cindy spent much of her career at a regional accounting firm in Portland, Oregon. Cindy was lead partner of the firm’s tax group from 2016 until her departure at the end of 2022. While there, her practice focused on high-net-worth individuals and small businesses in the real estate and services industries.
Cindy finds passion in the opportunity to help others. Whether trying to cash-flow a small business, or build and preserve generational wealth, taxes are a significant component. Providing clients with the information they need to make informed decisions and watching them succeed is a privilege that Cindy truly enjoys.
When not working, Cindy spends time with her family and friends, reading and traveling.
Professional Affiliations:
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AIPCA
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OSCPA
Deborah Carlson
Shareholder
With over two decades of experience in the field, Deborah is a seasoned tax professional. She is dedicated to diligently serving her clients, providing them with accurate and reliable tax advice and assistance. Deborah takes pride in building lasting relationships with her clients, earning their trust through her professionalism and integrity. Outside of Deborah’s professional life, she enjoys spending time with friends and family, digging in the dirt (gardening) and traveling.