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Welcome to Casler Financial, where every client is treated like family.

Since 2004, Shay has been providing personalized tax services across the Pacific Northwest, built on a foundation of accessibility, trust, and real relationships.

What sets us apart is our commitment availability year-round, offering guidance and education to help you navigate the complexities of tax planning, preparation, and strategy. We can't wait to help you save money on your taxes in 2027!

Expert Tax Guidance. Personalized Service. Peace of Mind.

Serving Oregon City and the greater Portland area since 2004, Casler Financial provides professional tax preparation, advisory, and IRS representation services for individuals, small-business owners, and real estate investors.

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Whether you're preparing your annual return, starting a business, navigating a complicated tax situation, or dealing with the IRS, we're here to help you move forward with confidence.​

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ABOUT

Shay Casler

I've been helping my clients save money on taxes for over 20 years! My areas of expertise are individuals, entrepreneurs, small businesses, and real estate investors. In addition to being a Licensed Tax Consultant in the State of Oregon, I am also an NTPI Fellow and Enrolled Agent with the IRS who can represent you in the case of an audit, assist you in collections negotiations or installment agreements, and just generally make your life easier if you have tax situations that need to be addressed. I'm here for you and will work on your behalf to get you the best possible outcome.

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BOOK AN APPOINTMENT

Are you an individual, small business or entrepreneur?
Do you have tax questions?
Book a 30 minutes virtual consultation with me

to get all your tax questions answered.

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WHAT PEOPLE SAY

Shay answers tough tax questions in easy to understand terms. I have shared her name with everyone - never doubting she will take the best care of them just as she has for us.

5 stars
5 stars

With a deep sense of empathy for her clients, each one is important to Shay. I'm impressed by her striving and continuous learning with the goal of doing well for others.

Shay is always super responsive whenever I have a question, and is very knowledgeable. She’s available to consult whenever I have larger questions

5 stars
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