(Photo courtesy of Lupori & Associates)
Lupori & Associates, a tax advisor firm with an emphasis on tax consultation and preparation, audit representation and appeals, and financial planning services owned and operated by Nick Cornell announced that it has opened its first brick and mortar office in Bend’s Northwest Crossing neighborhood at 2689 Northwest Crossing Drive.
“We are truly excited about this commitment to Bend, which actually began many years ago,” said Cornell. “My family and I moved to Bend in 2018. After a number of years of splitting time doing business in California and Bend, it became clear that this was the place we wanted to raise our children and really settle down. Opening a space in Northwest Crossing is such a dream come true for me.”
Cornell began work in taxes with his stepfather, Tom Lupori, in 2008, in Walnut Creek, California. Cornell’s passion for the work was inspired by Lupori’s long career in the industry, which began as an IRS Special Enforcement Agent and later in private practice advancing the rights of taxpayers–entrepreneurs, business owners and professionals–against a backdrop of increasingly complex laws. To this day, Cornell maintains his stepfather’s ethos that “tax work is people work,” noting that without a depth of connection and trust with his clients, learning how to help them plan for the future is impossible.
To that end, Cornell recently earned his Certified Financial Planner (CFP) designation as a way of helping clients orient themselves around tax laws such that they might take financial positions that save them money and stand up to any governmental scrutiny. Lupori & Associates also represents individuals, companies, and entities facing tax collection by the Internal Revenue Service, California Franchise Tax Board, Oregon Department of Revenue, and other state taxing agencies during audits.
“With an emphasis on personal relationships, a complex client background and a small firm environment, we really have a lot to bring to Bend,” said Natalie Jocovic, director of operations.
To make an appointment with Nick, visit the company’s website.
About Lupori & Associates:
Lupori & Associates is a tax advisor firm with an emphasis on tax consultation and preparation, audit representation and appeals, and financial planning services.
The firm provides targeted strategies that account for tax laws and regulations to ensure that you are compliant while taking advantage of every available deduction and credit, no matter the size of your business or financial status.
Lupori & Associates also represents individuals, companies and entities facing tax collection from the IRS, California Franchise Tax Board, Oregon Department of Revenue and other state taxing agencies by devising innovative solutions to resolve complex tax problems.
The firm develops personalized plans to analyze current financial situations as they relate to investment management, tax optimization, and risk assessment as well as ongoing monitoring and adjustments that empower the client with knowledge to make informed decisions.
