Carpenter's Tax & Accounting PC

Accountant in Portland, OR (show on map)

4.7

★★★★★

10 reviews

A tax and accounting firm providing tax preparation, planning, and advisory services for individuals and businesses.

Call (503) 232-6137

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About

Carpenter's Tax & Accounting PC is a professional corporation staffed by enrolled agents and licensed tax consultants. The firm provides individual and business tax preparation, tax planning, bookkeeping, and advisory services.

During the COVID-19 pandemic, they operate with reduced office hours (Monday–Friday, 10 AM to 4 PM) and restrict in-person access, offering telephone appointments, a secure client portal for document uploads, and courier service within 5 miles of their office. They maintain an extensive client library of articles, white papers, videos, and newsletters covering tax topics from business formation to capital gains, and provide financial calculators and IRS resource links.

Enrolled agents and licensed tax consultants on staff

Secure client portal for document exchange

Courier service within 5 miles for document pickup and delivery

Telephone and Zoom appointments available

Extensive free client library with articles, videos, white papers, and newsletters

Services

Tax Return Preparation & Filing

Preparation and electronic filing of individual and business tax returns, including handling missing documents and e-file forms.

E-file support Document upload via secure portal Telephone appointment review Courier delivery of completed returns

Tax Planning & Advisory

Advisory services on tax law changes, new tax bills, and strategies to minimize tax liability for individuals and businesses.

Newsletter updates Tax insights articles White papers On-demand videos

Bookkeeping & Accounting

Accounting services including recordkeeping, depreciation strategies, and business expense tracking.

Recordkeeping guidance Depreciation strategies Business expense tracking Cash vs. accrual accounting

IRS Representation & Offer in Compromise

Assistance with IRS notices, disputes, penalties, and the IRS Offer in Compromise program to settle tax debts.

IRS notice guidance Offer in Compromise Penalty and interest advice

Business Tax Services

Tax services for businesses including entity selection, formation, exit planning, and industry-specific tax filing.

Business entity selection Formation and exit planning Business tax credits Payroll and withholding

Credentials & Certifications

Enrolled Agent

Licensed Tax Consultant

Reviews

Rating

4.7

★★★★★

Reviews

Frequently Asked Questions

Are you open during the COVID-19 pandemic? +

Yes, the office is open Monday–Friday from 10 AM to 4 PM, but in-person access is restricted. Telephone appointments are available.

How can I submit my tax documents? +

You can upload PDFs via the secure client portal, mail them via USPS/UPS/FedEx, drop them in the office mail slot, or use the courier service if within 5 miles.

Can I send tax documents via email? +

No, the firm explicitly advises not to attach tax documents, letters, or notices to an email.

What is the IRS Offer in Compromise program? +

It is a program that allows eligible people to settle their tax debts with the IRS for less than the full amount owed.

Do I need to pay estimated tax on self-employment income? +

Yes, unlike employee wages, self-employment earnings typically do not have taxes withheld, so estimated tax payments are required to avoid IRS penalties.

What are the office hours? +

Monday through Friday, 10 AM to 4 PM.

Do my dependent children need to file tax returns? +

It depends on their income; the firm provides guidance on when dependent children may need to file their own returns.

What resources are available for tax clients? +

Clients have access to a secure portal, financial calculators, IRS forms and publications, tax client organizers, handouts, and on-demand videos.