Accountax of Oregon Inc

You Earned It. We'll Help You Keep It.

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

3.7

★★★★☆

18 reviews

Licensed tax preparation and consulting firm for individuals and small businesses in Oregon.

Call (503) 619-1040

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About

AccounTax of Oregon is a licensed tax preparation and consulting firm founded by Annette Saarinen in 2004. The firm prepares personal and business tax returns, provides tax planning to reduce tax burden, handles payroll and quarterly filings, reconciles reports, and consults on business entity selection and startup.

The team includes Enrolled Agents and Licensed Tax Preparers with decades of combined experience. They serve individuals, small business owners, and employers, and offer free 30-minute consultations for new clients.

Licensed Tax Consultants and Enrolled Agents on staff

Free 30-minute consultation for new personal clients

35+ years of combined tax experience

Full interview process to understand client tax situations

Secure portal for document exchange

After-hours appointments available

Services

Personal Tax Preparation

Licensed tax professionals prepare your personal tax return and consult on current and prior years.

Full interview to understand tax situation Consultation on prior years Referral network for issues

Business Tax Preparation

Let AccounTax help you with your business taxes so you can concentrate on managing and growing your business.

Business and personal return coordination Planning around business-to-personal interactions Entity selection consulting

Tax Planning and Consultation

Phone appointment with a Tax Preparer to understand your situation, plan for the future, and reduce tax burden.

Free 30-minute consultation for new personal clients Phone appointments available Future planning and burden reduction

Payroll Services

Reconciling reports to Profit and Loss Statements, payroll reports, forensic quarterly payroll reports (941), and quarterly Oregon filings.

941 reconciliation Oregon Quarterly (OQ) filing Forensic quarterly payroll reports Employer Quarterly Federal tax return

Business Startup Consulting

Consult on how to start up a new business and choose which entity to use.

Entity selection guidance New business setup advice

Credentials & Certifications

Licensed Tax Consultant

Since 2004

Enrolled Agent

Since 2004

Licensed Tax Preparer

Reviews

Rating

3.7

★★★★☆

Reviews

"Annette has saved us more times and in more ways than we can count."

Frequently Asked Questions

What is a CP53E notice from the IRS? +

A CP53E notice is a legitimate IRS notice issued when a refund direct deposit could not be processed due to missing, invalid, or rejected banking information, or when the IRS made a correction to a return that unexpectedly resulted in a refund. It does not mean you are being audited.

Does receiving a CP53E notice mean I owe money or am being penalized? +

No. Receiving a CP53E notice does not automatically indicate a penalty or problem with your tax return. In many cases, no immediate action may be necessary if no refund is actually due.

How do I update my direct deposit information for an IRS refund? +

You can update banking information through your official IRS Online Account. IRS employees cannot update direct deposit information over the phone. Taxpayers generally have approximately 30 days from the notice date and only one opportunity to update bank information electronically.

Is the first 30-minute tax consultation free? +

Yes, for new personal clients the first 30 minutes of a tax return consultation is free. Business consultations are not free and are charged at the current hourly consultation fee.

What documents do I need to gather for tax preparation? +

New clients receive a welcome packet including a Tax Organizer, Engagement Letter, and 'What Documents Should I Gather' checklist. For students or dependents, a 1098T and payments/billing transcript from the institution may be required.

How can I submit documents to AccounTax securely? +

You can use the secure portal for electronic document exchange. New clients get access to a Guest Exchange for uploading and downloading documents. Current clients have their own secure portal. Sensitive information should not be emailed.

What are the office hours for AccounTax of Oregon? +

January through May: Monday-Friday 10am-5pm. June through December: Monday-Thursday 10am-3pm. After hours by appointment only. Closed on typical holidays.

What services does AccounTax offer for businesses? +

Business tax preparation, payroll services including 941 and Oregon Quarterly (OQ) reconciliation and filing, forensic quarterly payroll reports, accounting setup, and consulting on business entity selection and startup.