Bennett Tax & Accounting PC

Professional, experienced, and affordable tax and accounting services.

Accountant in Wilsonville, OR (show on map)

5.0

★★★★★

3 reviews

Locally owned accounting firm in Wilsonville, OR specializing in tax, payroll, and business financial services.

Call (503) 582-0181

Navigate to Visit website

About

Bennett Tax & Accounting PC is a locally owned and operated accounting firm based in Wilsonville, Oregon, serving clients across Oregon, Washington, and neighboring states. Founded by Joshua S.

Bennett after acquiring Robert W. Bennett CPA PC in 2020, the firm combines large-firm expertise with personalized, hands-on service. The team includes Enrolled Agents, Licensed Tax Consultants, and CPAs with decades of experience in individual and corporate taxation, payroll processing, financial statement analysis, strategic business planning, and succession planning. The firm emphasizes ongoing communication, practical business expertise, and proactive tax planning to help clients minimize current and future tax liabilities while achieving their financial goals.

Locally owned and operated firm

More than typical accounting firm — combines expertise with personable service

Hands-on business expertise and strategic planning

Team approach with dedicated professionals

Free initial consultation

Services

Payroll Services

Outsource payroll processing, tax filing, and compliance to eliminate the burden of maintaining your own payroll system.

Federal, state, and local payroll tax filing Union reports and certified payroll Workers' compensation reports Eliminates data entry and legal research burden

Tax Preparation

Professional preparation of individual and business tax returns by licensed tax professionals.

Individual tax preparation Business tax preparation Oregon Department of Revenue representation IRS correspondence support

Tax Planning

Proactive tax strategies to minimize current and future tax liabilities for individuals and businesses.

Strategic tax planning Tax liability minimization Year-round planning Business owner strategies

Personal Financial Planning

Comprehensive financial planning to build and preserve personal wealth for retirement, education, and legacy.

Retirement planning College savings plans Insurance coverage review Estate planning Investment goal setting

Estate Planning

Legal and financial guidance for estate planning to protect your legacy and minimize costs.

Will and trust guidance Power of attorney planning Probate cost minimization Estate tax reduction Legacy preservation

QuickBooks Services

Setup, training, and support for QuickBooks accounting software for small to mid-sized businesses.

QuickBooks setup QuickBooks training Ongoing support Small business accounting

Credentials & Certifications

Licensed in Oregon

Enrolled Agent (EA)

Licensed Tax Consultant (LTC)

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What services does Bennett Tax & Accounting PC offer? +

The firm offers tax preparation, tax planning, payroll services, QuickBooks support, personal financial planning, estate planning, business consulting, and IRS audit representation.

Where is Bennett Tax & Accounting PC located? +

The firm is located at 30240 SW Parkway Ave, Suite 100, Wilsonville, OR 97070.

Who is the owner of Bennett Tax & Accounting PC? +

Joshua S. Bennett, EA, LTC, purchased the firm (formerly Robert W. Bennett CPA PC) in July 2020.

Does the firm offer free consultations? +

Yes, the firm offers a free initial consultation to determine how they can best serve you.

What states does the firm serve? +

The firm serves Oregon, Washington, and neighboring states.

What makes Bennett Tax & Accounting PC unique? +

The firm combines the experience and expertise of larger accounting firms with personable service, teamwork, people skills, and hands-on business expertise.

What payroll benefits does outsourcing provide? +

Outsourcing payroll is cost effective, saves time, eliminates payroll tax filing risks, allows focus on core business competencies, and provides comprehensive reports including union and workers' compensation reports.

What credentials does the team hold? +

The team includes Enrolled Agents (EA), Licensed Tax Consultants (LTC), CPAs, and Licensed Tax Preparers (LTP).