Tax Services
Our work focuses on situations where tax rules intersect with real life. Business ownership, investment income, property transactions, and major life transitions all require a true tax expert in your corner.
Tax Preparation
We prepare accurate, compliant tax returns, and we know what most preparers miss. Oregon has some of the most layered local tax requirements in the country. Portland businesses face federal, state, city, and county obligations that interact in ways that cost real money when they're overlooked.
We handle
Individual returns (Form 1040) with Schedule C or F
S-corporation returns (Form 1120S)
Partnership and multi-member LLC returns
Oregon state returns + Portland compliance
Multi-state filing
Prior year/delinquent returns
We prepare federal and state returns for individuals and businesses with complex situations. Our clients typically have business income, investment activity, rental property, multi-state obligations, or significant life events. If your return requires real analysis, not just data entry, this is the right place.
Common Tax Situations We Help With
Starting or operating a small business
Rental property income or real estate sales
Investment income, stock sales, or RSUs
Multi-state tax filings
Divorce, inheritance, or loss of a spouse
Catching up on prior-year or unfiled return
If one of these sound familiar, we invite you to schedule a consultation
Tax Planning
Tax planning happens throughout the year, not just in April. We help clients estimate tax liabilities, plan for major financial events, and reduce tax surprises through proactive planning.
Tax Resolution
If you've received a notice from the IRS or Oregon Department of Revenue, don't ignore it. We represent clients before tax authorities, respond to correspondence audits, and help navigate payment plans and penalty abatement. As an Enrolled Agent, we are federally licensed to represent taxpayers at all levels of the IRS.