Portland Tax Preparation Services
Elite Tax Support for Portland’s Professionals, Executives, Creatives, Investors & Business Owners
Portland is a highly diverse economic market — home to medical professionals, creatives, tech workers, engineers, educators, government employees, entrepreneurs, real estate investors, and WA–OR multi-state commuters. These individuals require precision tax preparation and strategic support.
Most Portland tax advisory clients manage:
● High-income W-2 (tech, medical, engineering, government, corporate, creative)
● 1099 contractor or consulting income
● Multi-state exposure (OR, WA + remote states)
● Rental properties (Pearl District, Alberta, Sellwood, Beaverton, Hawthorne)
● RSUs, ISOs, ESPPs & stock compensation
● K-1 income from private funds & partnerships
● LLC + S-Corp ownership
● Real estate & investment-heavy portfolios
● Pension + Social Security income
● Short-term rentals (Airbnb/VRBO)
Our Portland tax preparation team delivers accuracy, clarity, and long-term financial structure.
Why Portland Residents Choose Our Tax Preparation Firm
● Licensed CPAs & EAs with 40+ years combined experience
● Specialists in tech, medical, creative, consulting & government income
● Multi-state filing expertise for OR–WA commuters and relocators
● Rental depreciation, STR strategy & K-1 optimization
● RSU and stock compensation reporting accuracy
● Full-service bookkeeping + multi-year cleanup
● IRS notices, audits & prior-year corrections
● Transparent flat-rate pricing for tax preparation
● Year-round financial oversight
Your tax preparer must understand Portland’s multi-industry, multi-state financial patterns — ours do.
Tax Preparation Services for Individuals in Portland
We support professionals, families, investors, medical staff, creatives, engineers, and multi-state commuters with full-spectrum tax preparation.
Individual tax preparation services include:
● Federal & Oregon filing
● Multi-state W-2/1099 corrections & allocation
● RSU/ISO/ESPP stock compensation reporting
● Rental property accounting + depreciation schedules
● K-1 reconciliation for partnership/fund income
● Pension + SSA income planning
● Investment & capital gains reporting
● IRS audits, notices & amended returns
● Estimated tax planning
We ensure your financial life stays accurate, compliant, and optimized.
Tax Preparation Services for Portland Business Owners
Portland’s business community includes creatives, contractors, small manufacturers, real estate investors, restaurants, agencies, logistics operators, wellness practices, and tech firms.
Business tax preparation services include:
● S-Corp, LLC, C-Corp & partnership filings
● Monthly bookkeeping + cleanup
● Payroll setup, support & compliance
● Multi-entity bookkeeping (business + rentals + investments)
● Depreciation & fixed asset management
● Quarterly projections + financial forecasting
● Audit-ready financial statements
● Multi-state compliance for OR–WA operations
We help Portland business owners stay scalable, compliant, and financially strong.
What Sets Our Portland Tax Preparers Apart
Portland residents often have layered financial lives driven by remote work, relocation, creativity, tech roles, and real estate investments.
We don’t just file — we rebuild, refine, and elevate your financial systems.
Areas We Serve Across Portland & The Metro Region
Portland
Pearl District
Alberta Arts District
Hawthorne
Sellwood
Beaverton
Tigard
Lake Oswego
Hillsboro
Gresham
Milwaukie
Vancouver, WA (cross-border commuters)
Wherever you live across Portland or the OR–WA corridor, our tax preparation support covers your entire financial life.
What Portland Clients Say About Our Tax Preparers
Real Client Case Study — Portland, OR
Client: K. Larson — Engineer + Real Estate Investor
Financial Mix: W-2 + RSUs + rentals + K-1s + dividends
Problem:
Incorrect Oregon–Washington filings, flawed rental depreciation, RSU basis issues, and disorganized bookkeeping.
What We Did:
● Corrected WA/OR residency & tax allocation
● Rebuilt depreciation across two Portland rentals
● Cleaned multi-year RSU vesting & basis data
● Reorganized investment & K-1 reporting
● Cleaned bookkeeping for multi-LLC structure
Result:
$18,900 in annual tax savings.
Work With a Portland Tax Preparation Firm That Understands Multi-Source, Multi-State Financial Lives
We offer a free tax preparation consultation for Portland residents.
We’ll analyze your income, equity, rentals, multi-state exposure, and business structure to uncover immediate tax-saving opportunities.