Credentials
- Enrolled Agent — enrollment number 00160070-EA. Licensed by the US Treasury, with unlimited rights to represent taxpayers before the IRS at all administrative levels. Verifiable in the IRS directory of federal tax return preparers.
- Oregon Licensed Tax Consultant — license 35746-C. Licensed by the Oregon Board of Tax Practitioners, permitted to practice independently and supervise preparers. Verifiable through the Board.
- Oregon Association of Tax Consultants — member.
- 72 hours of continuing education every three years, as the EA credential requires
- What these letters mean, and how to verify anyone’s: credentials explained
What I work on
- Oregon–Washington cross-border returns — residency, workday sourcing and remote work
- Individual and business tax preparation
- Tax planning — entity choice, estimates and year-end decisions
- IRS representation — audits, notices, collections and appeals
- Farm returns — Schedule F, seasonal payroll and equipment depreciation
How I work
A conversation before a form. A return prepared in-house, reviewed against prior years, and walked through with you before you sign it. And a phone that gets answered in August, when the notices actually arrive.
More about the practice on the about page, and about the people you will work with on the team page.
Away from the desk
Fishing, camping, a good book, and family time that involves competitive board games. The tax code is not the whole of a life, and anyone who tells you otherwise is not someone you want doing your return in April.
Work with Heather
Call 503-785-3200 or schedule an appointment. Clackamas, The Dalles, or entirely remote.