Jack W Olds & Company, LLP

Create a business plan for life

Accountant in Beaverton, OR (show on map)

5.0

★★★★★

1 reviews

Full-service accounting and tax firm serving closely held businesses and individuals for over 85 years.

Call (503) 226-4541

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About

In 1935, Jack W Olds began offering quality accounting and tax services to closely held businesses and individuals. When the current partnership was created in 1961, Jack added the second generation dedicated to accounting, tax, and consultation.

Today, Jack W Olds & Company, LLP has welcomed its third generation of tax and accounting experts, committed to providing competent and timely service. The firm has expanded substantially and has succeeded to the next generations, but remains dedicated to the core principles initiated by the founder: integrity, honesty, and loyalty. The staff consists of 14 professionals and 3 support staff with an average of over 20 years of professional experience.

Over 85 years of experience across three generations

Proactive vs. reactive tax approach

14 professionals and 3 support staff with average 20+ years experience

Full-service accounting firm with integrated tax, estate, and business accounting

Paperless document handling with SafeSend electronic delivery

Services

Tax Preparation & Planning

Proactive tax services for individuals, sole proprietors, LLCs, partnerships, corporations, estates, trusts, gifts, private foundations, and tax authority representation.

Income tax return preparation Tax planning strategies Tax authority representation

Estate Tax Services

Guidance on estate planning, gifting, inheritance tax returns, and orderly transfer of assets to beneficiaries.

Estate tax return preparation Inheritance tax filing Business continuity and succession planning

Small Business Accounting

Comprehensive accounting services including bookkeeping, bank reconciliation, financial statement preparation, reviews, compilations, and individual consultation.

Bookkeeping Bank Reconciliation Financial Statement Preparation Reviews and Compilations Individual Consultation

Online Payment Processing

Quick and easy online payment options for clients to pay invoices, with bank account (no fee) and credit card (3% processing fee) options.

Bank account payments Credit card payments e-Billing sign-up

Credentials & Certifications

Certified Public Accountant (CPA)

Reviews

Rating

★★★★★

Reviews

"On-site services"

Frequently Asked Questions

What tax documents do I need to provide for my tax return? +

Provide documents in PDF format. Include estimated tax payment amounts and dates, donation totals, childcare costs with provider details, health insurance premiums and out-of-pocket medical expenses, and any new or closed activity for the year.

How do I scan and submit tax documents without a scanner? +

Use a mobile phone or tablet. On Android, use the Google Drive app to scan as PDF. On iPhone/iPad, use the Notes app camera scan feature. Save as PDF and upload to the portal.

What are the Beneficial Ownership Information (BOI) reporting requirements? +

As part of the Corporate Transparency Act, FinCEN requires certain business entities registered with the Secretary of State to report identification details of beneficial owners and individuals with substantial control over the company.

How do I make a payment for my tax bill? +

You can pay online via IRS Direct Pay, Oregon Revenue Online, or the City of Portland/Metro portals. The firm's website provides step-by-step visual guides for each payment method.

What payment methods does the firm accept for invoices? +

The firm accepts bank account payments with no additional processing fees and credit card payments with a 3% processing fee.

Will the firm mail back original tax documents? +

No. The firm operates in a paperless environment and will not mail back original documents. Documents are scanned and originals are shredded unless the client makes prior arrangements to pick them up.

What types of entities does the firm serve? +

The firm serves individuals, sole proprietors, LLCs, partnerships, corporations, estates, trusts, gifts, and private foundations.

What industries does the firm serve? +

The firm serves attorneys, consultants, contractors, dealerships, landlords, physicians, retail stores, and restaurants.