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Year-end & tax season checklist

Offices in Clackamas & The Dalles, Oregon

503-785-3200

Heather’s Tax Service & More

Bookkeeping · Clackamas, OR

Bookkeeping in Clackamas, Oregon

Our office is in Clackamas, which means the bookkeeping here is genuinely local — you can drop a box of receipts off, and the person who reconciles your accounts is ten minutes away.

A bookkeeper working through a set of monthly accounts

Why Clackamas is different

The Clackamas industrial belt east of SE 82nd is full of trades and fabrication businesses that grew past a spreadsheet without noticing. Job costing, equipment and owner draws are the three things that go wrong first.

Businesses along the Sunnyside corridor tend to have Portland-sourced revenue, which means the books need to answer an apportionment question for the Portland Business License Tax — not just produce a profit figure.

Because Clackamas sits inside the Metro district, the Metro SHS business tax applies here, and monthly books are what tell you before December rather than in March.

Which tax jurisdictions apply here

  • Inside the Metro district, so Metro SHS applies to income above $128,000 single / $205,000 joint.
  • Outside Multnomah County, so Preschool for All does not apply on residency — but it can still apply to income sourced to work performed in the county.
  • Not inside the City of Portland, so no Portland Arts Tax and no Portland Business License Tax on residency alone — though a Clackamas business selling into Portland can still owe city tax on apportioned income.
  • Inside the TriMet district, so the TriMet self-employment tax reaches self-employed people working here — see transit taxes.

What bookkeeping includes

Monthly books, catch-up cleanup and QuickBooks setup — run by a bookkeeper with 25+ years behind her.

A bookkeeper working through a set of monthly accounts

Working with us

Bookkeeping for Clackamas, OR

Our main office is at 9136 SE St Helens Street, Suite J, just off SE 82nd Avenue and a short drive from the I-205 Sunnyside Road interchange. Parking is on site.

How we run bookkeeping

The tax rules specific to this area are on the Clackamas, OR page.

Questions from Clackamas

Do I owe the Portland Arts Tax if I live in Clackamas?

No. The Arts Tax is a City of Portland tax and Clackamas is not in the city. You may still owe Metro SHS, which is a different jurisdiction entirely.

My business is in Clackamas but most of my customers are in Portland. What do I file?

Potentially Portland Business License Tax and Multnomah County Business Income Tax on the apportioned share, because those taxes follow where the income is sourced rather than where your office is. See Portland business taxes.

Is there parking at the office?

Yes, on site. We are just off SE 82nd, a few minutes from the I-205 Sunnyside interchange.

Bookkeeping in Clackamas

Call 503-785-3200 or schedule an appointment. We will tell you what your situation actually needs before any work starts.

Katie Wells, bookkeeper

Written by

Katie Wells

Bookkeeper, 25+ years

Katie has kept books for small businesses for more than 25 years — QuickBooks, payroll, AP, AR, reconciliations and monthly reporting.

Reviewed by

Heather Perkins

Enrolled Agent, Oregon Licensed Tax Consultant

Last reviewed

This page is general information about Oregon, Washington and federal tax rules, not advice about your own return. Thresholds and rates change every year. Figures were verified as of August 2026 — check the linked official sources, or talk to us about your situation.

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