Best Licensed Tax Consultants in Oregon (2026)

How we chose

• Credential: a firm is listed only if its own website shows an Oregon Licensed Tax Consultant (LTC) on staff. Firms we found that did not show one were left off this list.
• Local office: each firm names an Oregon city on its own site.
• Services: each firm lists tax preparation for individuals or businesses on its own site.
• We did not look up each license in the Board’s Licensee Lookup for this list. Where a firm prints a license number, we repeat it as printed. You can check any license yourself with the Oregon Board of Tax Practitioners.

LTC, LTP, EA and CPA: what each one means in Oregon

Oregon licenses paid preparers of personal income tax returns. The Oregon Board of Tax Practitioners issues two licenses, and two other credentials sit alongside them.

Because a preparer needs a supervisor and a consultant does not, an LTC on staff means someone at the practice holds the license the Board describes as the experienced level for personal returns. It says nothing about IRS representation on its own; that comes from being an EA, a CPA or an attorney.

1. Heather’s Tax Service & More

Heather Perkins, Licensed Tax Consultant# 35746-C, is also an Enrolled Agent (00160070-EA), which gives her unlimited rights to represent taxpayers before the IRS. She has spent more than a decade preparing individual and business returns and is a member of the Oregon Association of Tax Consultants (OATC). Pam Wagner, Licensed Tax Preparer# 1924349-P, prepares individual, small business, farm and rental returns; she holds the preparer license, not the consultant license. Katie Wells keeps the books, with more than 25 years in bookkeeping and payroll.

• Offices: Clackamas (9136 SE St Helens Street, Suite J), with filing-season hours from Jan 11 to April 15 and appointments the rest of the year, and The Dalles, by appointment all year. Remote service is available across the United States.
• Services: tax preparation, bookkeeping, payroll, tax planning, IRS representation and notary.
• Starting prices: $285 for a W-2-only return, $385 for more than W-2s, $525 with Schedule C, E or F, and $1,900 for an S-corp, C-corp or partnership return. These are starting points, not quotes. See pricing.
• First step: a free 15-minute introductory call about your situation and fit. It is a meet-and-greet, and no tax advice is given on that call.

2. Cascade Tax Professionals, Inc.

Based in Eugene, with a Junction City location also named on its site. Its website lists tax services, small business accounting, QuickBooks services and payroll services. Its about page lists "Laurie Kay Brock, EA, LTC", and the site prints "Resident Tax Consultant #5264C". Website: castax.com.

3. Downey Business & Tax Service

Based in Medford. Its website says: "Our dedicated tax professionals, Licensed Tax Consultant, Enrolled Agent, and Licensed Tax Preparer, have many years of experience." It lists tax preparation, bookkeeping and payroll services. Website: downeybusinessandtax.com.

4. Judy Mummert Tax Service Inc.

Based in Salem. Its website says of its owner: "She is a Licensed Tax Consultant as well as an Enrolled Agent", and prints LTC 28282 and EA 66803. It lists personal, corporate, partnership and estate or trust returns, tax planning and consulting, federal and state audit representation, and e-filing. Website: judymummerttax.com.

5. Kathie Wheelers tax service

Based in Beaverton, serving the Aloha area. Its website describes "Fully licensed tax preparation" and prints "License # LTC 28138C & EA 85022". It lists 1040 preparation, bookkeeping, payroll and small business taxes. Website: oregontaxservice.com.

6. Kathryn L Scott Tax & Accounting Services (KLS TAX)

Based in Bend. Its website says: "Kathryn L Scott, EA LTC has been licensed in the state of Oregon since 1997." It lists income tax preparation, bookkeeping and payroll, IRS and state audit representation, and QuickBooks consulting. Website: klstax.com.

7. MG Chenault and Associates

Based in Salem. Its website lists an Enrolled Agent and states: "Oregon credential Licensed Tax Consultant License 35058-C", active through 31 May 2027. It lists tax preparation, tax planning, and IRS representation for tax problems. Website: taxesandbeyond.com.

8. Oregon Tax & Accounting LLC

Based in Roseburg. Its website says of its owner: "As a Licensed Tax Consultant (LTC) in the state of Oregon, she is committed to providing knowledgeable, personalized service", and also lists a Licensed Tax Preparer. It lists personalized tax assistance, payroll tax filing, bookkeeping and notary services. Website: oregontax.org.

9. Pacific Northwest Tax Service, Inc.

Based in Portland, with an Eastside office on NE Broadway and a Westside office on NW Cornell Road. Its website says its team "includes Enrolled Agents, Licensed Tax Consultants, Licensed Tax Preparers, CPAs and accountants". It lists returns for individuals, partnerships, corporations and trusts, accounting and bookkeeping, payroll services and audit assistance. Website: pnwtax.com.

How to check a license before you hire

Ask for the license number and look it up with the Oregon Board of Tax Practitioners. Consultant licenses expire each year on 31 May and preparer licenses on 30 September, so a number printed on a website can lapse. For an Enrolled Agent, the IRS keeps its own verification tool. Whoever you choose, talk to them about your situation before you commit, and ask who will actually prepare and sign your return.