Abbot Tax Service

Tax preparation service in Beaverton, OR (show on map)

3.3

★★★☆☆

7 reviews

Beaverton-based full-service accounting firm focusing on small business tax preparation, bookkeeping, and payroll, plus personal income tax preparation.

Call (503) 520-8888

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About

Abbot Tax Service, Inc. is a Beaverton, Oregon-based full-service accounting firm specializing in small business tax preparation, bookkeeping, payroll, and personal income tax preparation for individuals of all ages, income levels, and marital status. The firm is conveniently located off Highway 217, providing easy access from Hillsboro, Tigard, Tualatin, and west Portland.

Services include personal tax preparation, multi-state tax returns, part-year resident returns, home office expense deductions, self-employed individual filings, rental property tax preparation, small business accounting, bookkeeping, payroll, quarterly tax filings, and QuickBooks instruction. The firm works with sole proprietorships, LLCs, partnerships, S-Corps, and C-Corps. Dan Aksel, EA, LTC, the CEO, has been preparing tax returns professionally since 1981 and is an Enrolled Agent licensed by the US Treasury Department. Paul Weinstein, LTP, joined the firm in 2009 and brings a background in actuarial science. The firm is a proud member of the Beaverton Area Chamber of Commerce.

Beaverton-based full-service accounting firm with 45+ years of experience

Enrolled Agent (EA) on staff licensed by the US Treasury Department

Actuarial science background on team for analytical tax preparation

10% referral rebate and 15% Passport Unlimited member discount

Prices reportedly about $100 lower than chain operations

Member of Beaverton Area Chamber of Commerce

Limited evening and weekend appointments available

Services

Personal Tax Preparation

Tax preparation for individuals of all ages, income levels, and marital status, including multi-state returns, part-year resident returns, home office expenses, and rental properties.

Multi-State Tax Returns Part Year Resident Returns Home Office Expense Self Employed Individuals Rental Properties

Small Business Tax Preparation

Tax preparation for sole proprietorships, LLCs, partnerships, S-Corps, and C-Corps, including business tax filings and quarterly tax returns.

Sole Proprietorships Limited Liability Company Small Business Corporation (S-Corp) Partnerships Corporations (C-Corp)

Bookkeeping

Full bookkeeping services including data entry, accounts receivable, accounts payable, and account reconciliation, billed at a flat rate of $75/hour with a minimum term of three months.

Data Entry Accounts Receivable Accounts Payable Account Reconciliation

Payroll

Full service payroll including direct deposit and tax impounds, with quarterly payroll tax returns for all appropriate agencies. Annual unemployment and W2 form processing billed separately.

Direct Deposit Tax Imprints Quarterly Payroll Tax Returns W2 Form Processing

QuickBooks Instruction

Guidance and instruction on using QuickBooks for small business accounting and bookkeeping.

QuickBooks Training Small Business Accounting

Credentials & Certifications

Enrolled Agent (EA)

Since 1981

Licensed Tax Consultant (LTC)

Licensed Tax Preparer (LTP)

Beaverton Area Chamber of Commerce Member

Reviews

Rating

3.3

★★★☆☆

Reviews

Frequently Asked Questions

Does the American Rescue Plan Act of 2021 make unemployment compensation non-taxable? +

Yes, a portion of unemployment compensation is made non-taxable for certain filers under the American Rescue Plan Act of 2021. The firm is holding all 2020 returns with unemployment benefits until additional guidance is provided by the IRS and Oregon Department of Revenue.

Can past due income taxes be discharged in bankruptcy? +

Yes, it is possible to discharge income tax debt in bankruptcy if the tax debt fits within certain requirements. This is a common misconception that past taxes cannot be discharged.

How much can a couple earn and pay no tax? +

As long as one taxpayer makes at least $6,000 in wages, a couple can earn up to $52,690 and pay no net income tax, potentially receiving a small federal refund and offsetting state tax liability.

Does purchasing a home help with taxes? +

Purchasing a home allows you to build equity so that when you sell the home and purchase a smaller one later in life, potential tax benefits may apply. The concept is a common consideration for homebuyers.

Are charitable contributions deductible? +

Charitable contributions are deductible only if you itemize deductions on your Form 1040. Contributions must be made to a qualified organization; payments to individuals are never deductible.

How do I choose a good tax preparer? +

The correct person to help with your taxes is a very personal decision. When choosing a tax preparer, consider the educational level, experience, and year-round accessibility to the office.

What is the pricing for simple tax returns? +

The base price for tax preparation for a simple return is in the $300–$350 range. These returns consist primarily of individuals and families with income only from a few W2s, retirement plans, and social security.

What is the pricing for complex tax returns? +

Complex tax return preparation starts as low as $400 and can run into the $1,000s based on unique circumstances. The firm recommends providing a copy of your prior year return for review to estimate costs.