Reference, not marketing
Long-form guides for the Portland metro, SW Washington and the Columbia River Gorge
These are written to be used — by our own clients, and by anyone else who needs the answer. Every one is reviewed each January, because tax content decays on a fixed schedule. Shorter lists, including local preparers and bookkeepers, are in the best-of guide.
Small Business Tax Guide: Portland Metro
Federal, Oregon, CAT, city, county and Metro — the whole stack, in order.
Read the guideFreelancer & Gig Worker Tax Guide: Oregon
SE tax, quarterlies, TriMet self-employment tax and the deductions that survive scrutiny.
Read the guideOregon Payroll Compliance Checklist
Every Oregon payroll obligation in one checklist, including the two most commonly missed.
Read the guideStarting a Business in Oregon: Tax Setup
Entity, registration, EIN, payroll and CAT — the setup steps in the right order.
Read the guideWinery & Vineyard Accounting: Willamette Valley & Gorge
Inventory, crop years and seasonal labor — why wine businesses report so badly by default.
Read the guideReal Estate Investor Tax Guide: Portland Metro
Schedule E, depreciation, 1031s and the short-term rental trap.
Read the guideRetirement & Social Security Tax in Oregon
What Oregon taxes in retirement, how Washington compares, and when a move pays.
Read the guideTax Document Checklist
Everything to gather before an appointment, including the Oregon-specific items.
Read the guideOregon & Washington Tax Deadline Calendar
Federal, Oregon, local and Washington deadlines aggregated in one place.
Read the guide