Tim Filkins CPA

Guiding your tax strategies for lasting success

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

A trusted CPA and tax advisory firm delivering strategic tax solutions for businesses and individuals.

About

For years, the Filkins Group has been a trusted partner in delivering premium tax services tailored to meet the evolving needs of businesses and individuals. The firm has helped clients navigate complex tax landscapes with precision, strategy, and unwavering commitment.

Their approach is built on personalized guidance, proactive planning, and ensuring every client receives the highest level of service. Whether it is strategic tax planning or compliance, they are dedicated to finding solutions that drive client success. Services span the full tax lifecycle from preparation and planning to representation and wealth transfer strategies.

A legacy of excellence in finding strategic tax solutions

Personalized guidance and proactive planning for every client

Team of CPAs with expertise across business, estate, and personal tax

Comprehensive services from tax preparation to representation

Collaborative approach working with attorneys and estate representatives

Services

Business Tax Preparation and Consulting

Guidance for established businesses and startups through entity selection, buying or selling a business, and multi-state tax regulations.

Trust and Estate Tax Preparation

Preparation of all necessary tax returns for trusts and estates, working closely with attorneys and estate representatives.

Family Wealth Transfer Planning

Services designed to guide the transfer of wealth to future generations, preserving family legacy through tax-smart strategies.

Tax Planning in Retirement

Help clients plan tax-efficient withdrawals from retirement accounts, optimize Social Security timing, and manage capital gains and losses.

Personal Tax Preparation Services

Tax preparation for owners of pass-through entities, high-net-worth individuals, and business owners dealing with complex tax transactions.

Federal (IRS) and State Tax Representation

Expert guidance to resolve audits, notices, and disputes with Federal, State, and Local tax agencies.

Credentials & Certifications

Certified Public Accountant (CPA)

Frequently Asked Questions

What types of tax services does the Filkins Group offer? +

The Filkins Group offers business tax preparation and consulting, trust and estate tax preparation, family wealth transfer planning, retirement tax planning, personal tax preparation, and federal/state tax representation.

Where is the Filkins Group located? +

The Filkins Group is located at 12909 SW 68th Parkway, Suite 150, Portland, OR 97223.

Can the Filkins Group help with IRS audits and disputes? +

Yes, the Filkins Group specializes in Federal (IRS) and State tax representation, providing expert guidance to resolve audits, notices, and disputes.

Does the Filkins Group assist with retirement tax planning? +

Yes, they help clients plan tax-efficient withdrawals from retirement accounts, optimize the timing of Social Security, and manage capital gains and losses to minimize retirement tax costs.

Who are the CPAs at the Filkins Group? +

The CPAs at the Filkins Group are Timothy Filkins, Darcy Wise, and Jared Debban (who also serves as President).

Does the Filkins Group provide resources for clients to access IRS accounts? +

Yes, the Filkins Group provides a link to create an IRS account to access tax information, make payments, and more through their Client Resources page.

What blog topics has the Filkins Group covered? +

Recent blog posts cover presidential candidates' tax policies, charitable contribution information for taxes, and credits for new clean vehicles purchased in 2023 or after.

Is the Filkins Group a local Portland firm? +

Yes, the Filkins Group is based in Portland, OR 97223, serving local clients from their office at 12909 SW 68th Parkway, Suite 150.