Welcome to Our Family-Owned Tax Consultancy: Serving Portland for Over 75 Years
Embracing Tradition, Meeting Modern Tax Needs
Welcome to our blog! As a seasoned family-run tax consultancy in the heart of Portland, Oregon, we've proudly served our community for over 75 years. Our enduring commitment to providing personalized tax services has allowed us to grow alongside our cherished clients – both individuals and local small businesses.
Open Door Policy During Tax Season
We understand that tax season can be overwhelming. That's why our office adopts an open-door policy during these crucial months. Yes, you read that right – we welcome walk-ins! This approach underscores our commitment to accessibility and personal touch in an increasingly impersonal digital age.
Exclusivity for Enhanced Service
Our dedication to quality service means we maintain an exclusive clientele. Each year, we open our doors to a limited number of new clients. This ensures that we devote ample time and resources to each individual or business, guaranteeing a service that's as thorough as it is personalized.
Early Engagement: Key to a Smooth Tax Season
Given our selective approach, we encourage potential clients to engage with us early. This not only secures your spot but also allows us to better understand your unique tax situation. With early engagement, we can navigate the complexities of tax laws more effectively, ensuring a smoother, more efficient tax filing experience for you.
Is Our Office the Right Fit for You? Let's Find Out
Choosing the right tax consultant is crucial. We invite you to call us and discuss your tax filing needs. This conversation is more than just a formal interaction; it's an opportunity for us to understand your expectations and for you to gauge if our services align with your requirements.
Steps to Engage with our Team
The first step is to ensure we are taking new clients – Call our office to inquire.
Gather your tax documents:
A full copy of last year's tax return
Government-issued ID and Social Security cards
Completed General Information form
Completed Intake questionnaire and engagement letter
All 2023 official tax forms
Additional worksheets can be found on the Resources page
Bring a list of questions that you may have
Come in!
Conclusion: Your Trusted Tax Partners
As we continue to uphold the values of our family firm, we remain committed to providing professional, yet easily accessible tax services. In a world where numbers often overshadow narratives, we strive to add a personal touch to each interaction. Connect with us and experience a tax filing process that's as reliable and friendly as family.