Schultz Group CPAs

You don't have to be a tax expert. That's our job.

Certified public accountant in Portland, OR (show on map)

3.7

★★★★☆

3 reviews

Oregon-licensed CPA firm offering tax preparation, tax planning, QuickBooks, and estate/trust tax services for individuals and businesses.

Call (503) 244-8879

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About

Schultz Group CPAs is a licensed Oregon accounting firm dedicated to providing comprehensive tax and financial services to individuals, small to mid-sized businesses, and independent professionals. Their core offerings include individual and business tax preparation, proactive tax planning, QuickBooks services, and estate & trust tax services.

The firm operates on three core values: professionalism, responsiveness, and quality, and they emphasize year-round support rather than only tax-season assistance. They serve clients in Portland, Oregon and surrounding areas.

Licensed Oregon CPA firm with specialized staff

Year-round service, not just tax season

Three core values: professionalism, responsiveness, and quality

Efficient, affordable, and discreet service

Free consultation available

Client portal for secure document sharing

Continual professional education to stay current on tax law

Services

Individual Tax Preparation

Trusted personal tax preparation that evaluates your individual tax situation, minimizes liability, and ensures you receive all entitled credits and deductions.

Accurate tax returns filed on time Estimated tax calculation for self-employed Tax planning strategies aligned with financial goals Electronic filing and direct deposit File extensions and calculate estimated tax

Tax Preparation for Businesses

Comprehensive business tax preparation including state and federal income tax, payroll tax, sales tax compliance, and entity structure advice.

State and federal income tax preparation and filing Local and state sales tax compliance State and federal payroll tax Minimize tax liability through proven strategies Profit and loss statements Mergers and Acquisitions support Entity selection and structure (S-Corp, C-Corp, LLC)

Tax Planning

Proactive tax planning strategies to legally reduce tax liability and maximize after-tax income throughout the year.

Maximize tax credits and deductions Recordkeeping system setup per IRS requirements Year-round tax strategy development Paycheck withholding review and adjustment Tax deferral through pension and retirement plans Tax-exempt investment strategies

Estate & Trust Tax Services

Experienced preparation of income tax returns for trusts and estates, handling the complex tax and accounting issues unique to trust and estate administration.

Trust and estate income tax return preparation Expertise in trust and estate administration Handling complex tax and accounting issues

QuickBooks Services

QuickBooks consulting and setup for small to mid-sized business owners to streamline accounting and financial management.

QuickBooks setup and configuration Small to mid-sized business accounting Financial management streamlining

Tax Relief

Assistance resolving tax problems with the IRS, helping clients put an end to tax-related stress through efficient and discreet resolution.

IRS tax problem resolution Efficient and discreet service Affordable solutions

Credentials & Certifications

Oregon CPA License

Reviews

Rating

3.7

★★★★☆

Reviews

"Extremely reasonable prices for their services."

Frequently Asked Questions

What services does Schultz Group CPAs offer? +

They offer individual tax preparation, business tax preparation, tax planning, estate & trust tax services, QuickBooks services, and tax relief/resolution.

Where is Schultz Group CPAs located? +

9700 SW Capitol Hwy, Ste 285, Portland, OR 97219-5292

Is Schultz Group CPAs licensed in Oregon? +

Yes, Schultz Group CPAs is licensed in Oregon and specializes in Tax and Accounting Services.

What are the firm's core values? +

Professionalism, responsiveness, and quality. They provide outstanding service through high standards, specialized staff, and year-round availability.

Who do they serve? +

Business owners, executives, independent professionals, and individuals. They serve small to mid-sized businesses and individuals throughout the year.

Do they offer tax planning services? +

Yes, they offer proactive tax planning strategies including maximizing deductions, setting up recordkeeping systems, adjusting withholding, and using pension/retirement plans to defer tax liabilities.

What makes their tax preparation different? +

They emphasize being efficient, affordable, and discreet. They work year-round, not just at tax time, and use continuing education to stay current on tax laws.

Can they help with IRS tax problems? +

Yes, they offer tax relief services to help resolve tax problems with the IRS and put an end to the stress of dealing with the IRS.