Positioned for the next wave.
SoCo helps business owners make confident financial decisions, avoid costly mistakes, and keep more of what they earn. Because in taxes, finances, and life, there’s always another wave coming. We make sure you’re ready to ride it.
A financial partner for businesses that value time, clarity, and trust.
SoCo combines 20 years experience in tax and finance with a forward-thinking, tech-enabled approach to project and relationship management. We bring business owners clarity and confidence to make smart financial decisions.
Approachable, competent, and professional, SoCo is your go-to resource for tax and financial matters.
Taxes, planning, and accounting. Simplified.
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Navigate everything from entity setup to multi-year planning with proactive, year-round support.
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Tax prep that’s accurate, timely, and designed to minimize surprises.
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Guidance on growth decisions, partner changes, asset sales, and other big moments that impact your bottom line.
Helping you keep more of what matters.
Founded by Loren Harwood, CPA, CFP® with over 20 years of experience, SoCo serves individuals and businesses across Oregon and beyond. Rooted in the South Coast community, we’re helping entrepreneurial businesses embrace modern accounting without losing that personal touch.
