Personal Tax Preparation
Complete individual and family tax preparation from an Enrolled Agent who knows Oregon tax law inside and out.
Who we help
W-2 Employees
Single filers, married couples, families with children, and dual-income households. We'll make sure you're taking advantage of every credit and deduction available.
Freelancers & Gig Workers
Independent contractors, rideshare drivers, and side-hustle earners. From quarterly estimates to maximizing deductions, we've got you covered.
Retirees & Seniors
Pension income, Social Security optimization, and tax-efficient retirement withdrawal strategies.
Investors & Landlords
Stock sales, crypto transactions, rental property income and expenses, and multi-state investment income reporting.
Oregon tax considerations
Oregon's tax landscape has unique features that national tax chains often overlook. As a local preparer, I'm well-versed in:
- Oregon Kicker Credit — When the state collects more than forecast, you get money back. 2025 is a kicker year, and your credit depends on your 2024 Oregon tax liability.
- Portland-Metro Local Taxes — Arts Tax, Metro Supportive Housing Services (SHS), and Multnomah County Preschool for All (PFA) if you live or work in those jurisdictions.
- 2025 Federal Changes — New deductions for tip income, overtime pay, and an enhanced deduction for seniors under the One Big Beautiful Bill Act.
How it works
Get in touch
Reach out through our contact form, email, or phone. We'll set you up with secure portal access.
Upload your documents
W-2s, 1099s, and other tax documents through our encrypted client portal. We'll let you know if anything's missing.
Review your return
We prepare everything and send it to you in about two weeks.
Sign and you're done
Sign electronically and we file it for you.
Ready to get started?
Reach out for a free introductory phone or video call to discuss your tax situation.
Get in Touch