The Tax Team LLC

ACCURATE, ACCESSIBLE, & FRIENDLY TAX PREPARATION HELP IN GLADSTONE, OREGON

Tax preparation in Gladstone, OR (show on map)

4.9

★★★★★

10 reviews

Year-round tax preparation, filing, and planning services for individuals, families, and small businesses in Gladstone, Oregon.

Call (503) 777-1040

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About

The Tax Team LLC is a full-service tax preparation firm based in Gladstone, Oregon, providing year-round tax preparation and filing services for individuals, families, and small businesses. Services include individual and corporate returns, prior-year and SFR corrections, off-season tax and small business planning, QuickBooks setup and training, and tax protection plus coverage.

The firm is led by Enrolled Agent Carolyn Anderson and includes Licensed Tax Preparers Kathy Harte and Kevin Gillies. They serve clients in Gladstone, the Portland metro area, and surrounding communities in Oregon and Washington.

Year-round availability

Tax Protection Plus coverage

Secure client portal for document uploads

Discount for client referrals

Licensed Enrolled Agent on staff

Virtual and in-person appointment options

Services

Year-Round Tax Preparation & Filing

Individual and corporate tax return preparation and filing, including prior years and SFR corrections.

Individual returns Corporate returns Prior year filings SFR corrections

Off-Season Tax & Small Business Planning

Strategic tax planning and small business advisory services during the off-season.

Small business planning Tax strategy Year-round support

QuickBooks Setup & Training

Setup and training services for QuickBooks accounting software.

QuickBooks installation Client training Ongoing support

Tax Protection Plus Coverage

Additional tax protection coverage for clients.

Protection Plus coverage Extended support

1099/1096 Preparation

Preparation of 1099 forms and 1096 informational returns.

1099 form preparation 1096 filing Oregon iWire

Tax Return Review

Review of previously filed tax returns to ensure all credits and deductions were claimed correctly.

Error identification Credit optimization Amendment guidance

Credentials & Certifications

Oregon Tax Board License

IRS Enrolled Agent (Carolyn Anderson)

Since 1995

Oregon Licensed Tax Preparer (Carolyn Anderson)

Since 1993

Oregon Licensed Tax Consultant (Carolyn Anderson)

Since 1996

Licensed Tax Preparer (Kathy Harte)

Since 2006

Licensed Tax Preparer (Kevin Gillies)

Since 2020

Reviews

Rating

4.9

★★★★★

Reviews

"So quick, knowledgeable, friendly and saved me a whole lot of money."

Frequently Asked Questions

Do I need an appointment for tax preparation? +

Yes, appointments are required for all tax preparation meetings. Call the office to schedule.

What documents should I bring to my appointment? +

Bring the Tax Client Checklist, Engagement Letter, income documents (W2s, 1099s), expense documents (1098, charitable receipts), photo ID, Social Security cards, and prior-year tax returns.

What are the office hours during tax season? +

Tax season hours are 9am-5pm Monday-Saturday, with Mondays and Wednesdays extended until 7pm. The office closes at 2pm on April 15th.

What are the office hours during the off-season? +

Off-season hours are 9am-3pm Monday-Wednesday, from April 15th through January.

How much does a basic individual tax return cost? +

Basic Individual/Family Returns range from $275 to $400+, covering most returns with W-2 income, dependents, and standard deductions.

Do you offer discounts for referrals? +

Yes, The Tax Team LLC offers a discount when clients refer a new client.

Can I upload documents to a secure portal instead of visiting in person? +

Yes, clients can upload documents to the secure client portal or email their preparer for a link. Drop-off in the secure mailbox is also available.

What is the Tax Protection Plus coverage? +

Tax Protection Plus is an additional coverage offering available to clients. More details can be found on the firm's website.