Middle Mountain Tax

TAX PLANNING • TAX PREPARATION • TAX AUDIT SERVICES

Tax preparation service in Hood River, OR (show on map)

5.0

★★★★★

3 reviews

Certified tax planning and preparation firm serving Oregon, Washington, and California with IRS representation.

Call (541) 386-1492

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About

Middle Mountain Tax Planning provides comprehensive tax services including proactive tax planning strategies, accurate tax preparation for all entity types, and federal/state audit representation. The firm specializes in helping clients minimize tax liability through legitimate deductions, credits, and strategies while maintaining compliance.

Their team of Enrolled Agents and Certified Tax Coaches works closely with clients throughout the year to ensure tax efficiency and peace of mind.

Licensed Enrolled Agents authorized to represent before all IRS administrative levels

Certified Tax Coaches with advanced proactive planning training

25 years of experience serving Oregon, Washington, and California

Holistic approach beyond just recording history—proactive strategy development

Long-term client relationships focused on ongoing tax planning

Services

Tax Planning

Proactive analysis of financial situations from a tax perspective to ensure tax efficiency, reduce liability, and maximize retirement contributions through strategies, deductions, credits, and loopholes.

Proactive tax strategy development Personalized tax questionnaire analysis Comprehensive plan creation Follow-up consultations Long-term client relationships

Tax Preparation

Accurate preparation and filing of tax returns for all types of entities including individuals, corporations, partnerships, fiduciaries, and estates.

All entity types supported Accurate filing Professional submission

Tax Audit Services

Federal and state audit representation services including organization of records and guidance through the audit process.

Federal and state representation Record organization Audit process guidance

Credentials & Certifications

Enrolled Agent (EA)

Certified Tax Coach (CTC)

Licensed Tax Preparer (LTP)

Reviews

Rating

★★★★★

Reviews

"Amazing company."

Frequently Asked Questions

What is an Enrolled Agent? +

An Enrolled Agent (EA) is a federally-authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the IRS for audits, collections, and appeals.

How does one become an Enrolled Agent? +

By passing a comprehensive examination covering all aspects of the tax code, or having worked at the IRS for five years in a position that regularly interpreted and applied the tax code. All candidates undergo a rigorous background check.

Are Enrolled Agents required to take continuing education? +

Yes. The IRS requires Enrolled Agents to complete 72 hours of continuing professional education every three years. NAEA members must complete 90 hours per three-year period.

What makes Enrolled Agents different from other tax professionals? +

Only Enrolled Agents are required to demonstrate competence in taxation before representing a taxpayer before the IRS. All Enrolled Agents specialize in taxation, unlike attorneys and CPAs who may or may not specialize in taxes.

What services does Middle Mountain Tax Planning offer? +

Tax Planning, Tax Preparation, and Tax Audit Services, along with assistance for Wage Garnishment, Bank Levy, IRS Audit Notification, Offers-in-Compromise, and other tax-related matters.

What areas does Middle Mountain Tax Planning serve? +

Oregon, Washington, and California, with the main office located in Hood River, OR.

What is tax planning? +

Tax planning is the analysis of a financial situation or plan from a tax perspective to ensure tax efficiency, reduce tax liability, and maximize the ability to contribute to retirement plans.

Why is proactive tax planning important? +

Proactive planning ensures you are not scrambling for deductions at tax time. It allows for strategic structuring of your business and finances throughout the year to minimize liability legally.