Pam Wagner, LTP

Credential

Pam holds an Oregon Licensed Tax Preparer license from the Oregon Board of Tax Practitioners, license number 1924349-P, and is a member of the Oregon Association of Tax Consultants. Oregon is one of the few states that licenses tax preparers at all, which means an Oregon LTP has passed an examination and meets continuing education requirements — a genuine qualification, not a job title. An LTP works under the supervision of a Licensed Tax Consultant, which in this practice means every return Pam prepares is reviewed by Heather before it is filed.

What Pam works on

• Individual tax returns — W-2 households, retirees, and returns with straightforward investment income
• Small business returns — sole traders and single-member LLCs on Schedule C
• Rental property returns — Schedule E, depreciation and the passive loss rules
• Document intake and the checklist work that makes a return move quickly
• Client contact during filing season, when responsiveness matters more than anything else

Why the supervision model matters

A supervised preparer with a review layer produces better returns than a lone practitioner working at capacity in March. You get someone whose whole job is making sure your documents are complete and your questions are answered, and a second person reviewing the finished return.