Tax help for Clackamas, East County, Portland metro and surrounding areas.
Tax preparation, bookkeeping and payroll for Clackamas, East County, Portland metro, SW Washington and the Columbia River Gorge — including the Oregon local filings most software leaves to you.
Offices in
Clackamas & The Dalles, OR
Remote service across the United States
Tax Preparation
Individual, business and multi-state returns, prepared and signed by an Enrolled Agent.
Learn moreBookkeeping & Payroll
Clean books, payroll filed on time, and the Oregon local withholding most systems miss.
Learn moreOregon & Local Tax Expertise
Metro SHS, Preschool for All, the Arts Tax and the CAT — the filings software skips.
Learn moreCross-Border Tax Specialists
Oregon, Washington and multi-state returns, including the workday split that recovers withholding.
Learn moreEnrolled Agent
Unlimited practice rights before the IRS
Oregon Licensed Tax Consultant
Licensed by the Oregon Board of Tax Practitioners
Two Oregon offices
Clackamas and The Dalles
Cross-border specialists
Oregon, Washington and multi-state returns
Live in Vancouver, work in Portland?
You may be paying Oregon tax on days you never worked in Oregon.
Oregon taxes wages for work physically performed in Oregon. If you are remote or hybrid from a home in Clark County, part of your withholding may be recoverable — and no independent firm in this market has explained it properly.
What we do
Six services, run by three people who answer their own phone
No call center, no offshore preparation, and the person who prepares your return is the person you speak to in August when a notice arrives.
Tax Preparation
Individual, business, self-employed, multi-state, back taxes and rental property returns — prepared and signed by an Enrolled Agent.
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Bookkeeping
Monthly books, catch-up cleanup and QuickBooks setup — run by a bookkeeper with 25+ years behind her.
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Payroll
Payroll processing plus the Oregon compliance layer — Paid Leave, transit taxes and local withholding.
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Tax Planning
Entity choice, quarterly estimates and year-end moves — decided while there is still time to act on them.
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IRS Representation
Audits, notices, collections and appeals — handled by someone with unlimited practice rights before the IRS.
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Notary
Oregon notary public services at both offices, including loan signings.
Learn moreBefore 31 December
Year end is when the options are still open
A conversation in October or November has options; the same conversation in February is a report on what already happened.
We start with a complimentary 15-minute introductory call about your situation and whether we are a good fit.
- By 31 DecemberYear-end planning reviewIncome and deduction timing, local-tax thresholds and retirement contributions.
- 15 January 2027Q4 estimated paymentThe fourth-quarter 2026 estimate, federal and Oregon.
- 1 February 20271099s and W-2sTo workers, contractors and the agencies. 31 January 2027 is a Sunday.
How working with us goes
Four steps, and you know the fee before we start
A complimentary introductory call
Fifteen minutes about your situation and whether we are a good fit. No tax advice is given on this call.
A quote
We scope the work and give you the number before anyone begins. See our starting prices.
Prepared and reviewed
Built in-house, checked against prior years, and never signed by someone who has not read it.
Walked through
We go through the return with you before you sign, then file it. The phone still works in August.
The question this practice was built around
Which side of the Columbia you sleep on changes the whole return
You live in Oregon
- Oregon taxes all your income, wherever it was earned.
- A Washington job does not take you out of Oregon tax.
- Metro SHS applies if your address is inside the district.
- Preschool for All applies if it is inside Multnomah County.
You live in Washington
- Oregon taxes only work physically performed in Oregon.
- Days worked at home in Clark County are generally not Oregon-source.
- Withholding on those days is often recoverable.
- No Oregon local taxes — but Washington has its own.
For a Vancouver household with a Portland employer, this turns on records of where you actually were.
Meet Heather
An Enrolled Agent with unlimited rights to represent you before the IRS
Heather has spent more than a decade preparing individual and business returns across the Portland metro and the Columbia Gorge, and holds unlimited rights to represent taxpayers before the IRS.
Enrolled Agent 00160070-EA · Oregon Licensed Tax Consultant 35746-C
The practice
Three named practitioners, not one name on a door
Most local competitors show one person or none. You will know exactly who is preparing your return and who is keeping your books.
Heather Perkins
Enrolled Agent · Oregon Licensed Tax Consultant
Heather has spent more than a decade preparing individual and business returns across the Portland metro and the Columbia Gorge, and holds unlimited rights to represent taxpayers before the IRS.
Pam Wagner
Oregon Licensed Tax Preparer
Pam prepares individual, small business, farm and rental returns. She also steps up to handle client calls and emails throughout the filing season so deadlines stay on track.
Katie Wells
25+ years in bookkeeping and payroll
Katie has kept books for small businesses for more than 25 years — QuickBooks, payroll, AP, AR, reconciliations and monthly reporting.
Businesses we know well
The industries where the books decide the return
Construction, professional services, farm and rentals each go wrong in their own way, and each of them is a business where the books either answer the profitability question or they do not answer it at all.
Bookkeeping services and pricesWhere we work
Portland metro, SW Washington and the Columbia River Gorge
Two offices, a service area that crosses a state line, and remote service for clients who would rather not drive anywhere in February.
Counties we serve
- Clackamas County
- Multnomah County
- Washington County
- Clark County, WA
- Yamhill County
- Columbia Gorge
Not near either office? We work remotely for clients across the United States — documents come in securely, meetings happen by phone or video, and you are walked through the return the same way you would be across a desk.
What it costs
Six services, six starting figures, published
- Personal return, W-2 income onlystarts at $285 per return
- Personal return, more than W-2sstarts at $385 per return
- Small business, rental and farm returnsstarts at $525 per return
- S-corps, C-corps and partnershipsstarts at $1,900 per return
- Bookkeepingstarts at $85 an hour
- Notarystarts at $10 per stamp
Starting prices as at September 2026 — every figure is a floor, not a quote. Payroll, IRS representation and tax planning are quoted rather than priced, because each is scoped to the case in front of us. All services and prices
Visit us
Two offices, ninety minutes apart
The Clackamas River, in the county this office is named for
Clackamas office
9136 SE St Helens Street, Suite JClackamas, OR 97015
Tax season hours (Jan 11 – April 15): Monday to Thursday 9am–6pm, Friday 9am–5pm, Saturday and Sunday 10am–4pmOutside filing season: by appointment
Serves Portland metro, Clackamas County and SW Washington.
The Dalles, the Columbia and the dam, from above town
The Dalles office
119 East 2nd Street, Suite 207The Dalles, OR 97058
Hours: By appointment, all year
Serves the Columbia River Gorge, Wasco and Hood River counties, and SW Washington.
The calendar
Five dates most people meet late
Filing season is not one deadline. These are the ones that produce the phone calls, each linked to the piece that explains it.
Key dates
- 1 FebW-2s and 1099-NECs due to the people who earned them, and to the agencies. 31 January 2027 is a Sunday.
- 15 MarS-corporation and partnership returns, with the K-1s that come out of them.
- 15 AprIndividual returns, Q1 estimates, the Arts Tax, Metro SHS and Preschool for All.
- 15 SepExtended S-corporation and partnership returns, and the K-1s that go with them.
- 15 OctExtended individual returns. An extension extends filing — never paying.
Dates for the 2027 filing season (tax year 2026); they shift when they fall on a weekend or a holiday.
Questions
Frequently asked questions
Short answers to what people ask before they book. Every situation is different, so we confirm the details for yours.
How do I get started?
Schedule online or call 503-785-3200 to book a complimentary 15-minute introductory call. It is about your situation and whether we are a good fit to work together; no tax advice is given on the call. If we are a fit, we quote the work and schedule your appointment.
How much does tax preparation cost?
Our starting prices are $285 for a personal return with W-2 income only, $385 for a personal return with more than W-2s, $525 for small business, rental and farm returns, and $1,900 for S-corps, C-corps and partnerships. These are the least we charge, not quotes. We tell you the exact fee before any work begins, and we never charge a percentage of your refund. All services and prices
What should I bring to my tax appointment?
Generally: last year’s federal and state returns, photo ID, Social Security numbers or ITINs for everyone on the return, bank routing and account numbers for direct deposit, every W-2 and 1099 you received, and any letters from the IRS or the Oregon Department of Revenue. Business owners and landlords also need their income and expense records. We send you a checklist tailored to your situation, and the tax document checklist is here if you want to start early.
Do I have to come to an office?
No. We work remotely with clients across the United States: documents come to us by secure upload, and appointments happen by phone or video. If you would rather meet in person, we have offices in Clackamas and The Dalles, Oregon, and you can drop documents off at either one.
What are your office hours?
Clackamas: Monday to Thursday 9am–6pm, Friday 9am–5pm, Saturday and Sunday 10am–4pm, during tax season (Jan 11 – April 15); by appointment the rest of the year. The Dalles: By appointment, all year. Call 503-785-3200 or schedule online to book a time.
Who will prepare my return?
Your return is prepared in-house by Heather Perkins (Enrolled Agent 00160070-EA; Oregon Licensed Tax Consultant 35746-C) and Pam Wagner (Oregon Licensed Tax Preparer 1924349-P). Nothing is sent offshore, and the person who prepared your return is the person you can call when a letter arrives in August.
Do you e-file, and when will I get my refund?
Yes. We file electronically and send you the confirmations. Refund timing is set by the IRS and the Oregon Department of Revenue, not by us, so we can’t promise a date or an amount. The IRS says most e-filed returns with direct deposit are refunded within 21 days, and returns claiming certain credits are held longer by law. You can check the status yourself with the refund tracking links.
When is my tax return due?
Individual federal and Oregon returns are generally due April 15; for tax year 2026, that is April 15, 2027. An extension generally moves the filing deadline to October 15, but it gives you more time to file, not more time to pay: tax owed is still due in April. Dates shift when they fall on a weekend or holiday, so see the deadline calendar, and we’ll confirm the dates for your situation.
Do you handle Portland-area local taxes?
Yes. We check whether the Metro Supportive Housing Services tax, Multnomah County Preschool for All and the Portland Arts Tax apply to you, and handle those filings alongside your Oregon return. Which ones apply depends on your exact address, not your ZIP code, so we confirm it for your situation.
I got a letter from the IRS. Can you help?
Yes. Don’t ignore it, check the response date printed on it, and don’t agree to anything by phone before someone has read it. Heather Perkins is an Enrolled Agent with unlimited practice rights before the IRS, so with a signed power of attorney we can deal with the IRS directly on your behalf. IRS representation
More answers on our full FAQ page.
Book an appointment before the season gets busy
Bring last year’s return and whatever changed this year. Book your complimentary 15-minute introductory call to learn more about your needs and determine if we would be a good fit to work together.