Comprehensive Tax Service

Every financial decision you make has tax implications.

Tax preparation service in Oregon City, OR (show on map)

5.0

★★★★★

10 reviews

Tax preparation and planning service for personal income, fiduciary, and gift taxes.

Call (503) 657-2550

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About

Comprehensive Tax Service is a tax preparation and planning firm helping clients navigate tax implications of financial decisions. Services include personal income tax filing (Federal 1040 and state/local returns), fiduciary income taxes for estates and trusts (Federal 1041), and gift tax returns (Form 709).

The firm is an IRS Authorized e-File Provider and is led by Yvonne A. Schwartz, an Enrolled Agent and Oregon Licensed Tax Consultant with 20+ years of experience.

IRS Authorized e-File Provider

20+ years of tax consulting experience

Enrolled Agent and Oregon Licensed Tax Consultant on staff

Personalized tax planning integrated with financial planning

Services

Personal Income Tax Preparation

Preparation and filing of Federal Form 1040 and all state and local tax returns for individuals.

IRS Authorized e-File Provider State and local return filing

Fiduciary Income Tax Preparation

Preparation and filing of Federal Form 1041 for estates and trusts.

Estate and trust return filing

Gift Tax Return Preparation

Preparation and filing of Federal Form 709 Gift Tax Returns.

Gift tax return filing

Tax Planning

Integral part of financial planning to minimize tax obligations and ensure accuracy.

Financial decision tax impact analysis

Notary Public

Notarization of important documents.

Document notarization

Credentials & Certifications

Enrolled Agent

Oregon Licensed Tax Consultant

Reviews

Rating

★★★★★

Reviews

"We have highest regards for Yvonne and staff at comprehensive tax services."

Frequently Asked Questions

What are my rights as a taxpayer when dealing with the IRS? +

Taxpayers have fundamental rights including the Right to Be Informed, Quality Service, Pay No More than the Correct Amount, Challenge the IRS's Position and Be Heard, Appeal an IRS Decision in an Independent Forum, Finality, Privacy, Confidentiality, and Retain Representation.

What types of tax returns does Comprehensive Tax Service prepare? +

Personal income tax (Federal 1040 and state/local), fiduciary income taxes for estates and trusts (Federal 1041), and gift tax returns (Form 709).

Is Comprehensive Tax Service an IRS Authorized e-File Provider? +

Yes, the firm is an IRS Authorized e-File Provider.

What are the office hours during tax season? +

9 AM to 6 PM Monday through Friday, Saturday by appointment only.

What are the office hours during the off season? +

11 AM to 4 PM Monday through Thursday.

What should I look for when hiring a tax preparer? +

Ensure the preparer signs the return, includes their identifying number, gives you a copy, and does not guarantee results or base fees on a percentage of your refund.

Am I responsible for the accuracy of my tax return if someone else prepares it? +

Yes, taxpayers are legally responsible for what is on their own tax returns even if prepared by someone else.