SE Portland’s Local Family Owned Tax Preparer Since 1999
+ Personal Service with the Same Reliable Team Every Year
+ Available Year-Round for Questions and Tax Planning
+ Transparent Pricing
+ Friendliest Staff in Town!
Whether you’re married, single, or “it’s complicated”, we can prepare your individual tax return. If you have children that also need to file a return, we offer a very reduced rate for the preparation of returns for a dependent.
Self-Employed, Independent Contractor and Small Businesses
For those who own their own business, we can help you learn to keep track of which expenses are deductible and which are not. We will advise you about best practices for record-keeping and reporting income and expenses to provide the maximum tax benefits within legal limits. We work with LLCs, Partnerships, S-Corporations, C-Corporations, and more.
Dealing with the loss of a loved one is difficult enough without the added stress of preparing the required tax forms. We feel compassion for your situation and will do our best to ensure the appropriate documents are filed for the estate. We can also assist you with filing a final return for your loved one’s personal taxes. When setting up a trust or giving a loved one a financial gift, we can advise you of the tax implications and help you accurately report it to the IRS and your State.
Audits and other tax issues
Anytime you get a letter from the IRS or a State regarding a tax return, it is advisable to speak with a tax professional. Having a Tax Professional on your side gives you the advantage of their expertise and experience in dealing with the IRS or the state.
Consulting and Advice
Many financial decisions have tax implications, such as contributing to a retirement account, selling a home, or owning a rental property. We can help you make informed decisions for all of these events and more! We want our clients to stay on track for the upcoming tax year and be informed about decisions that may impact their upcoming tax return. To this end, we offer an hour of advice at no additional charge for returning clients. For new clients, we charge a consulting fee, but the amount paid is treated as a deposit and applied to the cost of preparing your tax return.
Bookkeeping and Payroll
Please see our Bookkeeping and Payroll page for detailed information about our services.