Nelson Company, PC

A family firm who sees each and every client as part of the family

Accountant in Tigard, OR (show on map)

3.4

★★★☆☆

5 reviews

Family-owned CPA and business consulting firm in Tigard, OR, offering tax preparation, planning, and advisory services.

Call (503) 670-8080

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About

Nelson Company, P.C. is a family-owned and operated certified public accounting firm based in Tigard, Oregon. Established in 1983 by Bob Nelson, the firm has grown into a full-service tax and accounting practice led by licensed CPA Tyler Nelson.

We focus on proactive, year-round financial partnerships built on open communication and collaborative planning. Our inclusive, upfront-priced service packages eliminate surprise invoices and provide consistent access to our team for advisory and tax planning. We serve individuals and businesses with tax preparation, tax planning, consulting, and business advisory services, emphasizing thoroughness, accuracy, and personalized attention.

Family firm established in 1983

Proactive year-round partnership approach

Inclusive upfront-priced service packages eliminating surprise invoices

Every tax return reviewed by permanent staff

Personalized attention with a focus on open communication and collaborative planning

Licensed CPA with AICPA and Oregon Society of CPAs membership

Services

Tax Preparation

Comprehensive tax return preparation for individuals and businesses, including review of all forms and schedules to ensure the most advantageous return.

Thorough review of all returns Use of organizers and questionnaires Two-week or less turnaround

Tax Planning & Consulting

Year-round tax planning and consulting services to help clients make informed financial decisions and stay on track with expected tax liability.

Proactive year-round partnership Upfront-priced service packages Collaborative planning

Online Payments

Secure online payment portal for paying invoices and tax obligations.

Pay Now button Secure portal Mobile app access

Client Portal Access

Secure, encrypted client portal for document sharing, tax return previews, and account management.

Secure encrypted portal Mobile app (NetClient CS) One-time $35 setup fee

Tax Extension Filing

Guidance and assistance with filing tax extensions for individuals and businesses.

Form 9465 filing Extension deadline guidance Payment plan options

Business Consulting

Business advisory services beyond traditional tax preparation, including profit and loss analysis, balance sheet review, and financial planning.

Beyond engagement scope available $280/hour for consulting outside engagement scope

Credentials & Certifications

Licensed Certified Public Accountant (Oregon)

Since 2006

Member: Oregon Society of CPAs

Member: AICPA

BA Accounting (Portland State University)

Since 2007

Bachelors Accounting (Brigham Young University)

MBA (Brigham Young University)

Reviews

Rating

3.4

★★★☆☆

Reviews

"Great company, The staff here have been helping me for years."

Frequently Asked Questions

What should I bring to my tax appointment? +

Bring prior year tax returns (all forms and schedules), signed engagement letter, questionnaire, Basic Info Organizer, and relevant organizers. Include W-2, 1099-INT, 1099-DIV, 1099-B, 1099-SA, 1099-G, 1099-MISC, 1098 forms, childcare details, student loan interest paid, and any itemized deduction documents.

How much will it cost to have my tax return prepared? +

Pricing depends on complexity of the tax return, number of transactions, organization of data, risk levels, and tax code calculations. We bill by the project. Self-employed individuals with Schedule C pay more than those with simple W-2 forms. Prices are competitive and include nominal annual inflation adjustments.

How long does it take to have my tax return prepared? +

We do not prepare your return during the meeting. We aim for a two-week or less turnaround period. Becky will send a reminder if we are waiting on documents or information from you.

How do I submit my tax documents to you? +

Please review the Tax Process section on submitting documents on the website.

What is my client portal login? +

When we set up your client portal initially, you will receive an email with a link to select your login name. You may use your email address or anything else you wish. If you have already set up your login and cannot remember it, you may send Becky an email.

What is my client portal password? +

When we set up your client portal initially, you will receive an email with a link to select your password. We do not have access to passwords as they are not stored in our records for security purposes. If you forget your password, click the 'forgot password?' link on the login page or email Becky.

How do I look at the preview copy of my tax return? +

After logging into your client portal, click on the folder under the Documents section with your name, then click on the Tax Returns folder, then the folder for the appropriate tax year. You will see PDF files with the word 'PREVIEW' in the name.

Should I file an extension? +

Extensions are appropriate when you don't have time to collect all appropriate information. Pitfalls include: procrastination leading to last-minute rushes, forgetting that an extension is only an extension of time to file (not to pay—tax is still due April 15), and increased stress during extension season. However, if you simply don't have time, an extra week or two can help ensure a complete tax return.