Gates Tax & Advisory

Your Portland CPA

Certified public accountant in Portland, OR (show on map)

5.0

★★★★★

14 reviews

Portland CPA firm offering business tax, personal tax, and year-round tax planning and advisory services.

Call (503) 405-7179

Navigate to Visit website

About

Gates Tax & Advisory is a Portland, Oregon CPA firm providing professional tax preparation, year-round tax planning, and advisory services for small businesses, individuals, and high-net-worth clients. The firm serves industries including construction, real estate, health and medical, professional services, and high-net-worth individuals with estates, trusts, and gifting.

Services include business and personal tax returns, S-Corp/partnership/C-Corp preparation, multi-state tax management, RSU/ESPP/ESOP planning, IRS audit support, Oregon notice response, bookkeeping cleanup, payroll coordination, and consulting on business sales, installment sales, 1031 exchanges, and cost segregation studies. The firm emphasizes proactive planning, transparent fixed and hourly pricing, and year-round client support.

Client-first approach prioritizing proactive planning and long-term growth

Deep expertise across multiple industries

Year-round tax planning not just annual filing

Transparent upfront pricing with fixed fees and hourly caps

Portland-specific Oregon compliance (Corporate Activity Tax, City of Portland, Multnomah County)

Both in-office and remote statewide service via encrypted portals

Services

Business Tax Preparation

Accurate preparation of business tax returns including C-Corp (Form 1120), S-Corp (Form 1120-S), and partnership/LLC (Form 1065) with audit-ready workpapers.

C-Corp & S-Corp tax prep Partnership tax prep Multi-state tax management S-Corp elections and compliance Tax credits and deductions optimization State and local tax prep (Oregon CAT, Portland/Multnomah County, TriMet, Metro)

Personal Tax Preparation

Thorough personal income tax preparation for individuals and families handling W-2s, 1099s, investment and rental activity, equity compensation, K-1s, and retirement distributions.

W-2 and 1099 processing Investment and rental income handling Equity compensation tax support Retirement distribution planning Life event tax planning (home sales, college)

Tax Planning and Advisory

Year-round tax planning including year-end projections, quarterly estimate planning, entity structure analysis, residency planning, and proactive strategies to reduce tax liability.

Year-end tax projection Quarterly estimate planning Entity structure analysis Residency planning Roth conversion timing Charitable giving strategy Stock compensation planning (RSU, ESPP, ESOP) Cashflow planning 1031 exchange consulting Cost segregation study implementation

Advisory and Consulting

Hourly advisory services including residency planning, equity comp review, IRS/state audit representation, notice response, bookkeeping cleanup, sales apportionment, and business sale consulting.

Residency planning ESPP/RSU/ESOP tax review IRS and state audit representation IRS and state notice response Bookkeeper cleanup Sales apportionment tracking S-Corp election value analysis Tax credit research and implementation Business sale consulting Installment sales and 1031 exchanges Cashflow planning Financial statement analysis Cost segregation study and Form 3115 filing

Credentials & Certifications

Certified Public Accountant (CPA)

Reviews

Rating

★★★★★

Reviews

"Joey continues to help me with my taxes and gives great customer service."

Frequently Asked Questions

When should I contact a tax professional? +

When your finances outgrow DIY tax software—complexity isn't measured by income alone. If you're self-employed, juggling 1099s, equity comp, or operating rentals/real-estate projects, expert advice is especially valuable.

What are the benefits of year-round tax planning? +

Year-round CPA tax planning turns April into a non-event with proactive strategies to lower taxes through right timing of income/expenses, estimated payments, safe-harbor compliance, and penalty avoidance.

How does Gates Tax Advisory differ from other firms? +

They pride themselves on a client-first approach prioritizing proactive planning and long-term growth, with deep expertise in multiple industries going beyond mere compliance.

What services does Gates Tax & Advisory offer? +

Individual and business tax prep, year-round tax planning, new-entity setup, bookkeeping/cleanup, payroll coordination, and IRS/Oregon notice support.

How does your pricing work? +

Transparent, upfront pricing based on scope and complexity. Most tax returns use fixed fees; advisory and resolution work may be hourly with caps. No surprises—engagement letters spell out deliverables and timelines.

Do you work remotely or in person? +

Both. They serve Portland clients in-office by appointment and work securely statewide via encrypted client portals, e-signature, and video calls.

What should I bring for tax preparation? +

Last year's return, W-2s/1099s/K-1s, mortgage/property tax statements, tuition/childcare docs, HSA/retirement forms, investment and crypto activity, rental records, business books, and mileage/home-office details.

Can you help beyond tax season? +

Yes—quarterly estimates, withholding checks, retirement/HSA funding strategy, Roth conversions, stock option timing, charitable planning, and Oregon-specific items like the Corporate Activity Tax.