14819 SE 82nd Dr. Clackmas, OR 97015
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Frequently Asked Questions
How is your office handling government mandated Covid restrictions?
Until a vaccine is widely available we anticipate that state and county restrictions will vary as infection rates rise and fall. We believe that by having little-to-no-physical-contact tax engagements with our clients will allow us to focus on your taxes rather than the latest compliance rules. It is our sincere hope that later in the year we will be able to host an open house to visit with our clients.
How much do you charge?
- Our personal income tax returns start out at $325 and go up depending on complexity. Most of our personal income tax returns fall somewhere between our minimum and about $1,000.
- Our business income tax returns start out at $700 and go up depending on complexity. Most start-up closely held businesses fall somewhere between our minimum and about $1,200.
Do I have to have an appointment?
We offer traditional face-to-face tax appointments (please refer to Covid FAQ), video and phone meetings, and completely remote service for our clients who are either busy or far away.
How can I get my documents to you?
As long as they are legible, we don’t need originals. This means you can request a secure email or ShareFile link to upload scanned copies of your documents. You can also drop your documents off or mail them to our office location.
What are your hours? Can I get a Saturday appointment?
- From about the middle of January until the middle of April our office hours are 9am to 7pm Monday through Friday with Saturday appointments available upon request.
- During the rest of the year our office hours are 9am to 4pm Monday through Thursday with Friday and Saturday appointments available upon request.
Do my business records have to be in accounting software?
For most businesses entity tax returns we prefer traditional accounting reports. However, there are some instances where other forms of information may be sufficiently acceptable.
Can I get tax advice if I’m not a client?
Our primary focus is our clients, but we do offer consultations to non-clients at a rate of $175 per hour.