H J Tax Service

The Right Balance for You

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

A Portland-area accounting and tax firm offering tax preparation, planning, audit representation, bookkeeping, and business consulting for individuals and businesses.

Call (503) 235-2714

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About

H.J. Yu & Associates, LLC is a professional accounting and tax services firm with over 30 years of experience in the industry.

Since 1989, the firm has prepared personal and small business taxes and expanded to offer a broad range of business services. The firm provides tax preparation for individuals, partnerships, corporations, LLCs, non-profit entities, estates, and trusts, including gift tax returns. Services include tax planning to legally reduce tax liability, IRS audit representation by a federally licensed enrolled agent, business consulting for expansion, sale, or restructuring, bookkeeping and QuickBooks setup/maintenance, estate and trust planning and filing, international tax filing including FBAR and F-8938, and sales tax services for Washington State business owners. The firm electronically files federal and state returns at no additional charge and offers competitive, affordable rates.

Over 30 years of experience

Federally licensed Enrolled Agent and Oregon Licensed Tax Consultant

E-file federal and state returns at no additional charge

Personalized service treating every client like a customer who matters

Broad range of services from tax prep to business consulting

Competitive, affordable rates

Services

Tax Preparation

Professional preparation of federal, state, and local tax returns for individuals, businesses, partnerships, LLCs, non-profit entities, estates, trusts, and gift tax returns. Electronic filing at no additional charge.

Federal, state, and local returns E-file at no additional charge All entity types

Tax Planning

Customized tax planning strategies to legally reduce tax liability throughout the year, not just at filing time.

Year-round planning Legal tax reduction strategies Business strategy integration

IRS Audit Representation

Representation before IRS and state tax agencies for taxpayers being examined, unable to pay, or wishing to avoid or recover penalties.

Federally licensed enrolled agent State tax agency representation No need to face auditor directly

Business Consulting

Business consulting projects to help with expanding, selling, or remaking a business, with business acumen and analytical capabilities.

Expansion advice Sale/exit planning Business restructuring

Bookkeeping

Bookkeeping services for small business owners, including QuickBooks setup and maintenance, so business owners can focus on running their business.

QuickBooks setup and maintenance Financial guidance Tax and accounting support

Estate & Trust Planning and Filing

Estate and gift planning to facilitate orderly transfer of assets, reduce or eliminate transfer taxes, and prepare and file estate and trust tax returns.

Estate and gift planning Trust tax return filing Beneficiary-focused planning

Credentials & Certifications

Enrolled Agent (IRS)

Licensed Tax Consultant (Oregon Board of Tax Practitioners)

Frequently Asked Questions

What is an Enrolled Agent? +

Enrolled Agents (EAs) are federally authorized tax practitioners who have demonstrated technical competence in tax law and are the only taxpayer representatives licensed to practice by the United States government. Only EAs, Attorneys, and CPAs may represent taxpayers without limitation before the IRS.

Who is an Oregon Licensed Tax Consultant (LTC)? +

Licensed Tax Consultants are licensed through the Oregon Board of Tax Practitioners after successfully passing a state exam and working under the supervision of a Tax Consultant for at least two years. They must maintain at least 30 classroom hours of continuing education, including two hours of ethics, in the tax field each year.

What types of tax returns does the firm prepare? +

The firm prepares tax returns for individuals, partnerships, corporations, LLCs, non-profit entities, estates, trusts, and gift tax returns, for both federal and state agencies.

Does the firm offer audit representation? +

Yes. The firm has experience dealing with many taxing authorities and can properly represent taxpayers before various federal and state tax agencies, including arranging audit representation so clients do not have to face the IRS auditor directly.

What business services does the firm offer? +

The firm offers business consulting, bookkeeping (including QuickBooks setup and maintenance), estate and trust planning and filing, international tax services (FBAR, F-8938), and sales tax services for Washington State business owners.

Is electronic filing available at no additional charge? +

Yes. The firm electronically files federal and state tax returns at no additional charge.

How long has the firm been in business? +

The firm has over 30 years of experience and has been preparing personal and small business taxes since 1989.

What is the firm's approach to tax planning? +

The firm makes tax planning part of the client's overall business strategy to legally reduce tax liability throughout the year, not just at the end of the year.