Best Tax Preparers in Clackamas, OR (2026)

How we chose

• Local office: each practice names an office in Clackamas or in a neighboring city (Gladstone or Milwaukie) on its own website.
• Credential: we note the credential each site states, in the site’s own words: Enrolled Agent, Oregon Licensed Tax Consultant, Licensed Tax Preparer or CPA. Where a site states none, we say so and describe its services only.
• Services: each one lists tax preparation for individuals, small businesses, or both.

The credential behind a preparer matters more than the sign on the door. In Oregon, anyone preparing personal returns for pay must be licensed or registered with the Oregon Board of Tax Practitioners unless they are exempt, as CPAs and attorneys are. Since 5 June 2026, an Enrolled Agent can register with the Board as a Registered Enrolled Agent. An Enrolled Agent is licensed by the IRS and has unlimited rights to represent taxpayers before it. Whoever you choose, ask who will prepare and sign your return, and check that person’s license yourself.

1. Heather’s Tax Service & More

Our Clackamas office is at 9136 SE St Helens Street, Suite J, Clackamas OR 97015. It keeps set hours during filing season, Jan 11 to April 15, and works by appointment the rest of the year. It serves the Portland metro, Clackamas County and SW Washington. Heather Perkins, Enrolled Agent and Licensed Tax Consultant# 35746-C, has spent more than a decade preparing individual and business returns and holds unlimited rights to represent taxpayers before the IRS. Pam Wagner, Licensed Tax Preparer# 1924349-P, prepares individual, small business, farm and rental returns. Katie Wells brings more than 25 years of bookkeeping and payroll work.

• Services: individual, business, self-employed, multi-state, rental and back-tax returns; monthly and catch-up bookkeeping; payroll; tax planning; IRS representation; notary.
• Starting prices: $285 for a W-2-only return, $385 for more than W-2s, and $525 with Schedule C, E or F. S-corp, C-corp and partnership returns start at $1,900. These are starting points, not quotes; see pricing.
• Also: a second office in The Dalles, open by appointment all year, and remote service across the United States.
• First step: a free 15-minute introductory call about your situation and fit. No tax advice is given on that call.

2. Baker Tax & Accounting, PC

Based in Clackamas, at Three Town Center 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.

3. Clackamas Income Tax & Accounting Inc.

Based in Gladstone, on SE 82nd Drive. Its website says: "We have Enrolled Agents on staff", and describes the firm as "a comprehensive resource for individuals and business owners desiring to work with a single firm regarding business, taxes, and planning." It lists tax preparation for individuals, sole proprietors, LLCs, partnerships and corporations; IRS and Oregon Department of Revenue representation; QuickBooks setup, training and support; and bookkeeping, payroll and account reconciliation. Website: clackatax.com.

4. Phillip J Wilber, CPA

Based in Milwaukie, on SE 43rd Avenue. Its website says: "At Phillip J Wilber, CPA, we provide tax services for individuals, estates, and a wide range of businesses including LLC’s, S-Corporations, and Non-Profits." It also lists compilation services, payroll services and consulting services. Website: pjwcpa.com.

5. Sunny Tax Service LLC

Based in Milwaukie, on SE McLoughlin Blvd. Its website says: "Our company specializes in accounting and tax preparation services for individuals, small business, corporation, rental property owners, estates, and nonprofits." It lists individual and small business returns (including Schedule C and Forms 1041, 1065, 1120, 1120S and 990), tax planning, bookkeeping and financial statements, and payroll services. The site prints the board number BTP-B-907255. Website: sunnytaxllc.com.

6. The Tax Team LLC

Based in Gladstone, on W Gloucester St. Its website lists an Enrolled Agent, Oregon Licensed Tax Preparers, and Carolyn Anderson as an Oregon Licensed Tax Consultant (LTC #5609C), and its footer prints "Oregon Tax Board ID B15898". It describes "Year round tax preparation and filing services, including individual and corporate returns, prior years and SFR corrections", and also lists off-season tax and small business planning and QuickBooks setup and training. Website: thetaxteamllc.com.

What to ask any preparer in Clackamas

• Who prepares and signs the return? Ask for that person’s credential and license number, and check it with the Oregon Board of Tax Practitioners Licensee Lookup or, for an Enrolled Agent, the IRS verification tool.
• Do you handle the local filings? Some Clackamas County households also file for the Metro Supportive Housing Services tax, or earn income across the river in Washington. Ask whether the preparer handles those alongside the Oregon return. See multi-state returns.
• Is the office open after 15 April? Letters from the IRS and the Oregon Department of Revenue arrive all year. Ask how to reach the practice in the off-season and who can speak to the IRS for you.
• How is the fee set? Ask for a starting price and what moves it, before any work begins.

Book early if you can. The 2026 tax year return is due 15 April 2027, and W-2s and 1099-NECs for 2026 are due out by 1 February 2027. The tax document checklist lists what to gather, and the tax deadline calendar has every date.