Best Small Business Tax Services in Clackamas County (2026)

How we chose

• Local office: each practice names an office in a Clackamas County city on its own website: Canby, Clackamas, Lake Oswego, Oregon City, Sandy or West Linn.
• Credential: we note the credential each site states, in the site’s own words: Enrolled Agent, Oregon Licensed Tax Consultant or CPA. Where a site states none, we say so and describe its services only.
• Services: each one lists business tax work, business accounting or business tax planning on its own site.

Small business owners in Clackamas County range from sole proprietors filing a Schedule C with the family return to S-corporations with staff on payroll. The practices below differ in which end of that range they describe on their websites, so match the practice to the returns you actually file. In Oregon, anyone preparing personal returns for pay needs a license from the Oregon Board of Tax Practitioners unless they are a CPA or an attorney, who are exempt. An Enrolled Agent is licensed by the IRS and can represent taxpayers before it on any tax matter.

1. Heather’s Tax Service & More

Our Clackamas office is at 9136 SE St Helens Street, Suite J, Clackamas OR 97015, with set hours during filing season (Jan 11 to April 15) and appointments the rest of the year. Heather Perkins, Enrolled Agent and Licensed Tax Consultant# 35746-C, has spent more than a decade preparing individual and business returns and can represent a business owner before the IRS. Pam Wagner, Licensed Tax Preparer# 1924349-P, prepares small business, farm and rental returns. Katie Wells, our bookkeeper, has more than 25 years of bookkeeping and payroll work behind her, so the books, the payroll and the return can sit with one practice.

• Business returns: Schedule C, E and F returns filed with the personal return start at $525. S-corp, C-corp and partnership returns (1120-S, 1120 or 1065) start at $1,900. Both are starting points, not quotes; see pricing.
• Payroll: Oregon payroll compliance and 1099 contractor filing, quoted to your headcount and pay schedule. See payroll.
• Bookkeeping: monthly, catch-up and QuickBooks setup, starting at $85 an hour. See bookkeeping.
• Planning: entity selection, quarterly estimates and year-end planning.
• First step: a free 15-minute introductory call about your business and fit. No tax advice is given on that call.

2. AJH Tax & Consulting LLC

Based in Oregon City, on Molalla Ave. Its website lists Anna M. Handegard as an Enrolled Agent (#70005), an Oregon Licensed Tax Consultant number (#71733C), and a Licensed Tax Preparer on staff (#1922980P). It says: "As we focus on the needs of small businesses, we offer cost efficient ways to provide only the services you need." It lists tax preparation for partnerships, corporations and LLCs as well as individuals, tax representation, new business formation, small business accounting and QuickBooks assistance. Website: ajhtax.com.

3. Baker Tax & Accounting, PC

Based in Clackamas, on SE Sunnyside Road. Its website says: "We are a full-service Accounting firm licensed in OR." It lists tax preparation and tax planning, IRS audit representation and tax problem resolution, new business formation, and QuickBooks setup and training. Website: bakertaxpc.com.

4. Crystal Clear Tax Solutions Inc

Based in Sandy, on Shelley Ave. Its website prints "LTC# 31700C", "EA# 113391" and "OBTP# B15761". Its homepage says "Taxes Bookkeeping and Payroll in Sandy Oregon". It lists tax preparation, virtual or in person; bookkeeping; payroll; and S-corp reasonable compensation and business consulting. Website: crystalcleartax.com.

5. Douglass-Harmon CPA, LLC

Based in Canby, on Northwest Third Avenue, and a CPA firm by its own name. Its website says: "We offer a broad range of services to help clients secure a sound financial future." It lists financial planning for businesses, estate and trust tax services, and virtual CPA services, and publishes QuickBooks tips and business strategy guides. Website: douglasscpa.com.

6. Handy & Reagan LLC

Based in Lake Oswego, on Kruse Way. Its website lists CPA and CPA/PFS credentials and says: "We are a family owned CPA firm serving local business owners, executives, investors, and professionals." It lists tax planning, compliance and preparation, and business accounting services, with investment advisory offered through a sister company. Website: handyreagan.com.

7. Maginnis & Carey LLP

Based in Lake Oswego, on Meadows Rd. Its website says: "Welcome to Maginnis & Carey, a local accounting firm based in Lake Oswego, OR." It lists small business accounting and tax strategies for business owners, and names manufacturing, construction, real estate and hospitality among the industries it works with. Website: maginnis-carey.com.

8. Michael J. Moberg CPA, LLC

Based in West Linn, on Willamette Falls Dr. Its website says: "I am a licensed CPA in the State of Oregon and I take the time to understand your financial goals to determine the best course of action to achieve them." It lists business tax preparation, tax planning and succession planning. Website: mobergcpa.com.

9. Serenity Tax & Accounting

Based in Lake Oswego, on Meadows Rd. Its business page says: "We are a team of certified and experienced CPAs, accountants and bookkeepers in Lake Oswego, Oregon." It lists business bookkeeping and cleanup, business and personal tax services, forecasting and budgeting, and advisory and consulting work. Website: serenity-tax.com.

What to ask before you hire a business tax preparer

• Which returns do you prepare every year? A Schedule C, a partnership return and an S-corp return are different work. Ask whether your return type is routine for the practice.
• Who keeps the books? If the preparer does not keep your books, ask what they need from your bookkeeper and in what form. Clean, reconciled books are what a business return is built from.
• Can you run payroll and the year-end forms? W-2s and 1099-NECs for 2026 are due by 1 February 2027. The 1099-NEC reporting threshold is $2,000 for payments made after 31 December 2025.
• Will you help with estimates and entity questions? Ask whether planning happens during the year or only at filing time. See tax planning.
• Who signs, and who answers the IRS? Ask for the signer’s credential and license number, and who would represent the business if a notice arrives.