In or Out Tax Services, Inc. is a family-owned and operated full-service tax preparation firm based in SE Portland, Oregon, serving clients since 1999. The firm was founded by Eve and Peter Davis, who were inspired by Eve's grandmother's In or Out Beauty Salon philosophy of bringing services to the client.
The firm offers individual tax returns, self-employment and small business tax preparation (LLCs, Partnerships, S-Corps, C-Corps), estate/trust/gift tax filing, audit representation and support, tax consulting and advice, bookkeeping, and payroll services with a specialty in household employer payroll. The team includes five tax preparers, a CPA, and two IRS Enrolled Agents. The firm emphasizes transparent pricing, year-round availability, personalized service with the same reliable team, and a welcoming homey office environment. They also provide helpful worksheets and secure client portal access.
Family-owned and operated since 1999
Same reliable team every year for personal service
Available year-round for questions and tax planning
Transparent pricing
Friendliest staff in town
Inspired by grandmother's compassionate beauty salon model of bringing services to the client
Specialization in household employer/nanny payroll
Free 1-hour tax advice for returning clients
Year-round coffee, tea, beer, or wine offered to clients during appointments
Secure client portal for remote work
Services
Individual Tax Return Preparation
Preparation of individual tax returns for married, single, or complex filers, including reduced-rate preparation for dependents.
Reduced rate for dependent returnsWorks with all filing statuses
Self-Employed and Small Business Tax Preparation
Tax preparation and advisory for self-employed individuals, independent contractors, LLCs, Partnerships, S-Corps, and C-Corps.
Deductible expense guidanceRecord-keeping best practicesMulti-entity support
Estate, Trust, and Gift Tax Filing
Preparation of estate, trust, and gift tax returns, including final personal returns for deceased loved ones and tax implication advice.
Compassionate estate filingTrust setup tax adviceGift reporting to IRS and state
Audit and Tax Issue Representation
Support and representation when clients receive IRS or state tax notices, leveraging expertise in dealing with tax authorities.
IRS letter reviewState department of revenue supportExpert navigation of tax notices
Tax Consulting and Advice
Advisory services on tax implications of financial decisions such as retirement contributions, home sales, and rental property ownership.
Free 1-hour advice for returning clientsConsulting fee applied as deposit for new clientsYear-round availability
Bookkeeping and Payroll Services
Bookkeeping and payroll services with emphasis on household employer payroll and small businesses with 1-5 employees.
Household employer payroll specialtyPayroll calculation and form filingFull-service payroll options
Credentials & Certifications
Enrolled Agent (IRS)
Licensed Tax Preparer
Certified Accounting Clerk
QBO Certified Pro Advisor
Incorporated Business (2011)
Since 2011
Reviews
Rating
2.8
★★★☆☆
Reviews
28
"Get your tax info in early and these folks do a great job!"
Frequently Asked Questions
Are you taking new clients? +
Yes, we are. We have availability for Individual, Partnership, S-Corp, C-Corp, Non-Profit, and Trust and Estate returns.
How much does tax preparation cost? +
We charge by the form, so the more complicated your return, the more it will cost. Call 503-239-0659 for a fairly accurate price quote.
How much should I contribute to my retirement? +
We are not financial planners. We can tell you the tax benefits and maximum contribution amounts for retirement accounts, but a financial planner is best for a comprehensive plan. We can recommend some planners.
I am selling my house/rental property/stocks. How much should I save for taxes? +
This requires an appointment with a tax preparer. The tax owed depends on purchase price, ownership duration, income use, and other taxable income. We offer a free hour of consultation for tax clients.
I moved here from a different state. Can you still do my taxes if there is an out of state return? +
Yes. We can do returns for any state in the US and also for clients who live abroad.
I haven't filed for a few years—can you help me? +
Yes we can! Start with an appointment. We can contact the IRS and states to determine when you last filed and what is needed to catch up. We can also help if you don't have all your documents.
Can I claim my brother/mother/boyfriend on my tax return? +
This depends on the person's relationship to you, their income and support, how long they lived with you, and whether anyone else could claim them. Call us to discuss your specific situation.
What are your hours? What if I can't make it during business hours? +
Our hours change depending on the time of year and are listed on our website. If you cannot make it during business hours, call us and we will work out a time. We also offer remote work via our secure portal.
2.8
