How a return gets done here
Four steps, and a person reads it before you sign
Documents in
A checklist built from your prior year, so you are not guessing what we need. Drop off, upload or post.
Prepared
Built in-house — never offshore — and compared line by line against last year’s return.
Reviewed
A second pass by Heather. Anything that moved gets explained rather than filed quietly.
Walked through, then filed
We go through it with you, you sign, we e-file and send you the acknowledgements.
What we prepare
We handle federal returns, Oregon returns, Washington filings that catch Oregon residents by surprise, and the local Portland-area taxes that most out-of-area preparers have never filed.
Choose the return that matches your situation
- Individual tax preparationW-2, retirement, investments, credits
- Business tax preparationS-corp, partnership, LLC, C-corp
- Self-employed and 1099Schedule C, SE tax, quarterlies
- Multi-state returnsOregon, Washington and beyond
- Back taxes and unfiled yearsPrior-year and catch-up filing
- Rental property returnsSchedule E and depreciation
Why an Enrolled Agent matters for a tax return
An Enrolled Agent is licensed federally by the Treasury and holds unlimited rights to represent taxpayers before the IRS — audits, collections and appeals, at every administrative level. Most preparers in Oregon hold a state Licensed Tax Preparer or Licensed Tax Consultant credential, which is a genuine qualification but does not carry those federal representation rights. The practical difference shows up the day a notice arrives, not the day the return is filed. We explain the whole alphabet on our credentials page.
The local taxes that get missed
Portland-area returns carry a stack of local taxes that national software handles badly and out-of-state preparers often skip entirely:
- Metro Supportive Housing Services tax — 1% on income above the threshold for people who live or work inside the Metro district
- Multnomah County Preschool for All — a separate tax, a separate threshold, and a separate return
- Portland Arts Tax — $35 a head, filed with the City, not with Oregon
- TriMet self-employment tax — routinely missed by freelancers who moved here from out of state
- Oregon CAT — a commercial activity tax, not an income tax, with its own threshold
Do I have to come to an office?
No. We work with clients remotely across the United States using secure document exchange, and we meet in person in Clackamas and The Dalles for anyone who prefers it. Cross-border clients in Vancouver and Camas are usually fully remote.
Can you file both Oregon and Washington returns?
Washington has no personal income tax, so there is usually no Washington return to file — but there may be Washington business obligations such as B&O tax or capital gains tax. Oregon non-resident and part-year returns are routine work for us.
What if I have not filed for several years?
That is more common than you would think and it is fixable. See back taxes and unfiled returns — the usual sequence is to reconstruct the missing years, file them in order, and then deal with any balance owed.
What does it cost?
Pricing depends on the forms your situation actually requires. Call and describe your return and we will give you a straight answer before any work starts.
Talk it through before filing season starts
Start with a complimentary 15-minute introductory call about your situation and whether we are a good fit. No tax advice is given on that call.
This page is general information about Oregon, Washington and federal tax rules, not advice about your own return. Thresholds and rates change every year. Figures were verified as of August 2026 — check the linked official sources, or talk to us about your situation.