Tax Preparation — Done Right, With No Surprises
For individuals and small businesses across Oregon and Washington.
Most people switch to a CPA after one too many stressful Aprils — or after realizing TurboTax missed thousands in deductions. If your tax situation involves a side business, rental income, stock options, or a major life change, you need a licensed CPA who’s actually looking out for your money.
What’s Included
Individual
- 1040 (all situations)
- Itemized deductions
- Investment income & capital gains
- Rental property (Schedule E)
- Multi-state filing (OR/WA)
- IRS representation & audit defense
Small Business
- Schedule C / Sole proprietorship
- S-Corp returns (1120-S)
- Partnership returns (1065)
- Quarterly estimated taxes
- Entity selection advice
- Amended returns
How It Works
Step 1
Schedule a Free Consultation
15-minute call to understand your situation and quote a flat fee.
Step 2
Upload Documents Securely
Use our encrypted client portal to upload your tax documents. No emailing sensitive information.
Step 3
Expert Preparation & Review
I prepare your return, run diagnostics, and walk you through the results before filing.
Step 4
E-File & Year-Round Support
Your return is filed electronically. I’m available all year for questions, planning, and IRS correspondence.
Pricing
I charge flat fees based on complexity — no hourly billing, no surprise invoices. Payment is collected upfront before work begins.
| Your Situation | Starting At |
|---|---|
| Simple individual (W-2, standard deduction) | $450 |
| Individual + investments / itemized deductions | $650 |
| Individual + Schedule C (freelance / self-employed) | $750 |
| Individual + rental property | $800 |
| S-Corp or Partnership return | $1,200 |
| Additional state return | $200 |
| Amended return (1040-X) | $500 |
Final fee is quoted during your consultation, before any work begins. No surprises.
Year-Round Support
Tax season doesn’t end on April 15th. I’m available throughout the year for questions, tax planning, estimated tax calculations, and IRS correspondence. My clients hear from me before year-end — not just when returns are due.
Frequently Asked Questions
Serving individuals and small businesses across Oregon and Washington, including Portland, Lake Oswego, Tigard, Beaverton, Salem, Eugene, Seattle, Bellevue, Tacoma, and the greater Pacific Northwest.
Ready to file with confidence?
Schedule a free 15-minute consultation. I'll review your situation and quote a flat fee — no obligation.