STAN HARDYCPA, CFP®
Phone: 503-667-5355 ext 102 Stan Hardy has thirty five+ years of experience serving thousands of tax clients. He has personally prepared over 12,000 tax returns including Individual, Small business, Corporate, Partnership, Estate, and Fiduciary clients. Stan is both a CPA and a Certified Financial Planner™. Stan has also written Tax Business Entity Evaluation software that has been purchased and used by hundreds of other Tax Accountants across the country to help evaluate the proper business entity choice He has earned both a Bachelor’s and Master’s degree in Accounting with an emphasis in Taxation along with a business composite minor, and started his professional career working for one of the “Big 8” CPA firms in Portland, Oregon. Stan’s area of focus as a CPA is to provide Tax, Financial Services & Estate Planning, Tax Preparation of Individual, Corporate, & Small Business tax returns, and year-round Financial Services. He has helped numerous clients with financial services, estate, insurance, and business planning matters, while helping them maximize their legally available tax deductions year after year. Stan delights in finding sometimes overlooked tax deductions & helping clients save money through proper tax, retirement, & wealth transfer planning. Many clients who move out of the area continue to trust Stan with their tax and financial matters many years after leaving Oregon. He enjoys hiking, rock climbing, bicycling, swimming, tennis, and vacations with the family and 15+ grandchildren. ![]() About Us
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Stan Hardy is a registered representative registered to transact business with clients in Oregon, Washington, California, Utah and Wyoming. Stan Hardy is advisory licensed in the following states: Oregon, Washington, California, Utah and Wyoming. Stan Hardy is also an insurance agent licensed in Oregon, Washington, California and Utah. Lindsay Holmes is a registered representative registered to transact business with clients in Oregon and Washington. Lindsay Holmes is advisory licensed in the following states: Oregon and Washington. Lindsay Holmes is also an insurance agent licensed in Oregon. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the Internet. Securities offered through H.D. Vest Investment Services SM, Member:SIPC, Advisory Services offered through HD Vest Advisory Services SM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000. |
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