Welcome New Clients!

Welcome to Our Family-Owned Tax Consultancy: Serving Portland for 80 Years

Welcome!

As a seasoned family-run tax consultancy in the heart of Portland, Oregon, we've proudly served our community for 80 years. Our enduring commitment to providing personalized tax services has allowed us to grow alongside our cherished clients. We understand that tax season can be overwhelming. Our approach underscores our commitment to accessibility and personal touch in an increasingly impersonal digital age. We encourage new clients to engage with us early. This not only secures your spot but also allows us to better understand your unique tax situation.

Is Our Office the Right Fit for You? Let's Find Out

Choosing the right tax consultant is crucial. We specialize in a comprehensive range of individual tax return services, catering to a diverse clientele that includes individuals with simple W2 employment, retirees, small business owners, and rental property owners. Our expertise in handling tax returns ensures that we can navigate the complexities of each unique financial situation with precision and care. See the list below to determine if we are currently accepting your specific filing needs.

Clients we are accepting:

• 2025 Individual tax returns ranging in complexity

• Small businesses filing as a sole proprietor or single-member LLC

• Retirees, investments, or crypto currency

• Rental properties

Clients we are not accepting at this time:

• Multiple filings requiring back years

• Small businesses needing bookkeeping

• Corporations (1120/S)

• Partnerships or multi-member LLCs (1065)

• Non-profits (990)

• Foreign businesses and certain international tax issues

How to Engage with us

To work with us, simply come in and start preparing your taxes. We prefer to engage through in-person consultations. During tax season, we don't schedule appointments; feel free to visit us when you're ready.

Missing some documents? We understand that certain forms, like K1s and 1099s, may not be available yet. Please bring in everything you have, and once you receive the final piece, we'll complete the process.

Steps to Engage with our Team

• Gather your tax documents:

  • A full copy of last year's tax return

  • Government-issued ID and Social Security cards

  • Completed New Client Onboarding packet

  • All 2025 tax forms

  • Additional worksheets can be found on the Resources page

  • Bring a list of questions that you may have

• Come in! We do not take appointments during the tax filing season.

What to expect:

When you come in to have your taxes prepared, you will sit down with one of our licensed tax consultants to review your prior year tax return, your current year information, and any questions you or we may have. Once the initial interview is over you will leave your documents with us, and we will continue working on your return. When it is complete and ready for you to file, we will let you know. When it's convenient, you will come back to review the return, sign the e-file authorization, and pay our invoice. We will then e-file your returns with the appropriate agencies, or provide a packet of items to mail if e-file is not an option. We will also provide you with a complete printout of all forms, your original documents, and upload a digital copy to your client portal.

Our typical turnaround time from when you provide the last piece of information to completion is about 2 to 3 weeks. However, circumstances can impact this timing. If you are missing documents when you come to see us, we will set your return aside until you have the remaining information. So please be sure to get us the missing information as soon as you can. If we get too close to the deadline and are still missing documents, we will e-file an extension for you until you are able to gather the remaining information. We have an article on what it means to file an extension.

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.