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If you want an in person appointment book online or by calling us at 503.563.7661
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 consent documents for your electronic signature. To expedite the process, consider downloading and completing our questionnaire in advance, then upload it along with your tax documents. If you own a business, please check the additional worksheets and questionnaires on our Worksheets & Documents page. We'll update you when we begin working on your tax return and communicate any questions through our portal messaging system.
To schedule an appointment, login to your account and choose Schedule My Appointment
We are accepting new clients for 2024 tax prep. 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.
For tax preparation services related to an S-corp or Partnership, please contact us directly by calling the office. We are not accepting any new Non-Profit clients at this time.
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