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Online Booking unavailable
If you want to book an appointment with immediate confirmation of date/time call us at 503.563.7661 or text 503.850.8977
You are welcome to request an appointment. You will have to wait for confirmation from our office of the appointment. Alternative date/time/preparer may be offered. Please use the buttons below to request an appointment.
Office Appointments
If you want an in person appointment request a date/time online or book by calling us at 503.563.7661 or text 503.850.8977
Virtual/Drop Off
Prior Clients, if you want your taxes prepared virtually, read below
Access your portal account and send us a secure message to request virtual tax preparation. Once we receive your message, we will upload the required documents for you. Once completed upload them along with your tax documents. If you own a business, please check include the additional worksheets from our Worksheets & Documents page as they apply to you. We'll update you when we begin working on your tax return and communicate any questions through our portal messaging system.
To request an appointment, login to your account and choose Request an Appointment
We will begin accepting new clients on Jan 20. For multiple and/or prior years please call us.
If you’re having difficulty finding a suitable date or time, please call us at 503-563-7661! Keep in mind that if a time isn’t listed in the dropdown, it means there are no available appointments for your selected date. Try another date or different tax pro.
For tax preparation services related to an S-corp or Partnership or Estate, please contact us directly by calling the office. We are not accepting any new Non-Profit clients at this time.
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