Best Tax Services in Happy Valley and Oregon City (2026)

How we chose

• Local office: each practice after ours names an office in Oregon City on its own website. We could not find a tax preparer based in Happy Valley with its own website to list. Our Clackamas office is next to Happy Valley, so we have included it for Happy Valley households.
• Credential: we note the credential each site states, in the site’s own words. Where a site states none, we say so and describe its services only.
• Services: each one lists tax preparation for individuals, businesses, or both.

Before you choose, it helps to know what the titles mean. 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. Ask who will prepare and sign your return, and check that person’s license yourself.

1. Heather’s Tax Service & More

Our Clackamas office, at 9136 SE St Helens Street, Suite J, Clackamas OR 97015, is next to Happy Valley and serves the Portland metro, Clackamas County and SW Washington. It keeps set hours during filing season, Jan 11 to April 15, and works by appointment 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 holds unlimited rights to represent taxpayers before the IRS. Pam Wagner, Licensed Tax Preparer# 1924349-P, prepares individual, small business, farm and rental returns.

• Services: individual, business, self-employed, multi-state, rental and back-tax returns; trust tax returns; 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. Entity returns start at $1,900. These are starting points, not quotes; see pricing.
• Also: a second office in The Dalles, 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. AJH Tax & Consulting LLC

Based in Oregon City, in the Mountain View Professional Center 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 individuals, partnerships, corporations and LLCs; tax representation, including prior-year filings, penalty abatement and offers in compromise; new business formation and small business accounting; and QuickBooks assistance. Website: ajhtax.com.

3. Comprehensive Tax Service LLC

Based in Oregon City, on Molalla Ave. Its website lists Enrolled Agent #84228 and Oregon Licensed Tax Consultant #27789C. It says: "Every financial decision you make has tax implications. That’s why tax planning is an integral part of our financial planning process." It lists personal income tax (the federal 1040 and state and local returns), fiduciary income tax for estates and trusts (Form 1041), and tax planning. Website: comprehensivetax.net.

4. Kari Mitchell Accounting, P.C.

Based in Oregon City, on High Street. Its website says: "We are a full-service accounting firm licensed in Oregon with offices in Oregon City, offering a broad range of individual and business services." It lists tax preparation and tax planning, small business accounting, payroll, and help with IRS and Oregon Department of Revenue letters. Website: mitchellaccounting.com.

5. Oregon City Tax Service Inc

Based in Oregon City, on Molalla Ave. Its website says: "We prepare individual, corporate, partnership, trust and estate tax returns." It also lists payroll services for small businesses, year-round monthly bookkeeping, and QuickBooks setup, support and training. Website: octaxservice.com.

6. Peterson Tax & Accounting Service

Its Oregon City office is on Washington St, and the firm also has an office in Gresham. Its website says: "Our Oregon City office is an integral part of the Peterson Tax & Accounting Service family." Its team page says "Enrolled Agent & Tax Consultants". It lists individual and business tax preparation, bookkeeping, payroll and IRS tax resolution. Website: petersontaxservice.com.

7. Rogers Financial Services

Based in Oregon City, on S. Beavercreek Road. Its website says: "Rogers Financial Services is a full-service Accounting firm licensed in OR." It lists individual and business tax preparation, bookkeeping and payroll, QuickBooks help, and personal and business financial planning. Website: oregoncitytaxes.com.

What to ask any preparer near Happy Valley or Oregon City

• 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 a commuter household? If anyone in the household works in Portland or across the river in Washington, ask whether the preparer handles every state and local filing that follows from that. See multi-state returns.
• Is there a trust or an estate involved? Two practices on this list mention trust and estate returns on their websites. If you need one, ask whether the practice prepares Form 1041 regularly.
• How is the fee set? Ask for a starting price and what moves it, before any work begins.

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.