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Online Booking has changed
You are welcome to request an appointment online. You will wait for confirmation from our office of the appointment before it is set. Alternative date/time/preparer may be offered. Please use the buttons at the bottom of the screen 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 add the required E-Documents for you to complete. Once completed upload your tax documents. If you own a business, please check out the additional business worksheets from our Worksheets & Documents page These are also available to you as E-Docs (just request them). 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 13. 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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