Metzger Tax Service LLC

Premier Portland CPA Firm — Strategic CPA and Tax Guidance for Individuals and Businesses

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

4.8

★★★★★

17 reviews

Portland CPA firm offering tax preparation, planning, bookkeeping, payroll, and strategic advisory for individuals and businesses.

Call (503) 246-4776

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About

Metzger Advisors (formerly Metzger Tax Service) has been serving Portland, Oregon since 1962. The firm offers a full suite of financial services including tax preparation and filing, tax planning and strategy, corporate accounting, bookkeeping, payroll management, strategic consulting, IRS audit representation, and estate and trust services.

They serve individuals, families, small businesses, nonprofits, real estate investors, healthcare practices, construction firms, and e-commerce businesses. The firm emphasizes personalized service, direct access to senior CPAs, year-round advisory, and a legacy of over six decades of excellence in the Portland financial community.

Six decades of excellence serving Portland since 1962

Direct access to senior partners and expert CPAs

Personalized CPA services tailored to complex portfolios

Year-round strategic advisory and tax optimization

Unwavering commitment to precision and confidentiality

Confidential and secure handling of client data

Legacy of excellence in the Portland financial sector

Services

Tax Preparation & Filing

Meticulous tax compliance for individuals and corporate entities, including individual returns (Form 1040), business returns (1120, 1120S, 1065), multi-state filings, e-filing, deduction optimization, estimated tax calculations, and amended returns.

Individual tax returns Business tax returns Multi-state tax filings Electronic filing Deduction & credit optimization Year-round tax support Estimated tax calculations Amended return preparation

Tax Planning & Strategy

Strategic advisory to optimize your global tax position and preserve wealth, including financial review, strategy development, implementation, and ongoing monitoring.

Global tax position optimization Wealth preservation strategies Customized tax plans Proactive year-round planning Business entity selection (S-Corp, LLC, C-Corp)

Bookkeeping & Financial Organization

Reliable Portland accounting solutions including monthly/quarterly bookkeeping, bank reconciliations, financial statement preparation, accounts payable/receivable management, general ledger maintenance, QuickBooks/Xero support, and sales tax filing.

Monthly & quarterly bookkeeping Bank & credit card reconciliations Financial statement preparation (P&L, Balance Sheets) Accounts payable & receivable management General ledger maintenance QuickBooks & Xero support Sales tax filing & compliance Custom financial reporting

Payroll Support

Secure and efficient payroll solutions for professional organizations, including payroll management and processing.

Secure payroll solutions Efficient payroll processing Professional organization support

Business Consulting

Expert guidance on business structure, growth, and financial optimization, including strategic consulting and corporate accounting solutions.

Business structure guidance Growth strategy Financial optimization Corporate accounting solutions Regulatory compliance

IRS Help & Tax Issues

Professional representation for IRS audits and complex regulatory matters, including audit defense and regulatory representation.

IRS audit defense Regulatory representation Complex tax matter handling Primary point of contact for IRS notices

Credentials & Certifications

Certified Public Accountant (CPA)

Reviews

Rating

4.8

★★★★★

Reviews

"I had my taxes prepared by Metzger tax service and they were amazing."

Frequently Asked Questions

What documentation is required for an initial private consultation? +

For your initial session, we recommend providing your prior year's tax return, all current year financial statements, and a summary of any significant corporate or personal financial events.

Does your firm provide year-round strategic advisory? +

Yes. We operate as a full-service, year-round CPA firm. We believe that continuous oversight and proactive planning are essential for maintaining financial integrity and optimizing tax positions.

How are your professional fees structured? +

Our fee structure is transparent and reflects the complexity and scope of the engagement. Following our initial consultation, we provide a detailed proposal outlining the professional services and associated costs.

Can your firm represent clients in regulatory audits? +

Absolutely. Our senior CPAs have extensive experience in regulatory representation and IRS audit defense. We act as your primary point of contact, ensuring your interests are professionally protected throughout the process.

How is tax planning different from tax preparation? +

Tax preparation is looking backward at what happened last year. Tax planning is looking forward to influence what happens this year and in the future.

When is the best time to start tax planning? +

The best time is now. Proactive planning is most effective when done throughout the year, rather than waiting until the end of the year.

Can you help me choose the right business entity? +

Absolutely. Choosing between an S-Corp, LLC, or C-Corp can have massive tax implications, and we help you make the best choice for your situation.

When should I start gathering my tax documents? +

We recommend starting as early as January. Having your documents ready early allows for a more thorough review and ensures we can file your return well before the deadline.