North Willamette Tax Services LLC

Count on Professional and Experienced Tax Experts to Handle Your Tax Matters.

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

4.3

★★★★☆

7 reviews

A Portland-area tax and financial services firm offering consultation, preparation, representation, and bookkeeping for individuals and businesses.

Call (503) 263-3242

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About

North Willamette Tax Services, LLC is a professional tax and financial services firm based in Canby, Oregon. Founded on June 11, 2011, by Daniel Stearns and his wife Mariluz, the firm has grown to serve families and communities across Oregon.

Services include tax consultation, preparation, representation before the IRS and US Tax Court, Oregon Magistrate Tax Court representation, bookkeeping, QuickBooks training, and business consulting. The team includes Enrolled Agents, Licensed Tax Consultants, and a US Tax Court Practitioner who are committed to ongoing education and personalized client service.

Licensed Enrolled Agents with unlimited IRS representation rights

US Tax Court Practitioner (non-attorney)

Personalized attention at a firm large enough for full services but small enough for individual care

Ongoing investment in tax law research and education

Serves Oregon communities with local expertise

Services

Tax Consultation

Meet with a licensed tax professional to identify opportunities to minimize tax liability and ensure you receive applicable tax credits.

Tax planning strategies Personalized advice Audit preparation review

Tax Preparation

Quality tax preparation involving planning, research, and filing to reduce taxes and optimize credits for individuals and businesses.

Form 1040 (individual) Form 1120 (corporate) Form 1120S (S-corp) Form 1065 (LLC/Partnership) Form 1041 (Trusts/Estates) Form 706 (Estate Tax) Form 709 (Gift Tax) Form 990 (Non-profits)

Tax Representation

Professional representation before the IRS, Oregon Department of Revenue, and US Tax Court for audits, collections, and disputes.

IRS Collections (Liens/Levies) Offers in Compromise Payment Plans Wage Garnishment Release IRS Appeals Penalty Abatement Oregon DOR Issues

Tax Court Representation

Appeal IRS decisions and represent clients before the United States Tax Court and Oregon Magistrate Tax Court.

US Tax Court Practitioner (USTCP) Oregon Magistrate Tax Court No prepayment of disputed taxes required

Bookkeeping Services

Bookkeeping, training, and review services utilizing QuickBooks to maintain accurate financial records.

Data entry Reconciling Making adjustments Cleaning books for tax prep QuickBooks training Bookkeeping review for consulting

Credentials & Certifications

Enrolled Agent (IRS)

Licensed Tax Consultant (State of Oregon)

US Tax Court Practitioner (USTCP)

Certified Acceptance Agent (CAA)

Licensed Tax Preparer (Oregon)

BTP# 15906-B

Reviews

Rating

4.3

★★★★☆

Reviews

"She explained everything and answered any questions we had."

Frequently Asked Questions

What is a Tax Consultation and why should I have one? +

A tax consultation helps identify opportunities to minimize your tax liability and ensures you receive tax credits you qualify for. A licensed tax professional reviews your situation and provides tailored advice.

What types of tax returns do you prepare? +

The firm prepares Form 1040 (individual), Form 1120 (corporate), Form 1120S (S-corp), Form 1065 (LLC/Partnership), Form 1041 (trusts/estates), Form 706 (estate tax), Form 709 (gift tax), Form 990 (non-profits), and more.

Can you represent me before the IRS? +

Yes. Our Enrolled Agents are licensed by the IRS to represent taxpayers before the IRS, IRS Appeals, and US Tax Court. Enrolled Agents, along with attorneys and CPAs, have unlimited representation rights.

What is Tax Court Representation? +

If you are dissatisfied with an IRS decision, we can help you appeal to the United States Tax Court. A U.S. Tax Court Practitioner (USTCP) is a non-attorney who passed the Tax Court Exam and can represent clients before the court.

Do I need to pay the tax before appealing to Tax Court? +

No. The tax does not need to be paid first, and the IRS cannot collect the tax until the case has been resolved.

What bookkeeping services do you offer? +

We offer bookkeeping (data entry, reconciling, adjustments, cleaning books), bookkeeping training (Desktop and QuickBooks), and bookkeeping review for business consulting and tax planning.

What software do you use for bookkeeping? +

We utilize QuickBooks for bookkeeping services.

What is an Enrolled Agent? +

An Enrolled Agent is a tax professional licensed by the IRS to prepare federal tax returns and represent taxpayers with tax issues before the IRS. EAs, along with attorneys and CPAs, have unlimited representation rights.