UStaxmatters, LLC

Year round tax planning – tax preparation.

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

A Portland-based tax-service firm offering year-round tax planning, preparation, audit representation, and international taxation services.

Call (503) 707-4559

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About

UStaxmatters, LLC is a Tax-Service firm located near Oak Lodge Public Library in Portland, Oregon, serving clients throughout the area and overseas. The firm is dedicated to providing professional services including year-round tax planning, tax preparation, representation and audit assistance, advisory services, entity selection, and international taxation.

The firm's approach is built on three key components: Ethics, Information Security, and Accuracy, and emphasizes a healthy partnership between client and tax professional. The principal practitioner, Shigeyo Kikuchi, has been engaged in tax since 2001 and holds Enrolled Agent and Licensed Tax Consultant (LTC) credentials.

Practitioner has lived through all non-resident, permanent resident, and US citizen tax statuses

Unlimited rights to represent taxpayers before the IRS as a federally licensed Enrolled Agent

Bundle fee available with unlimited year-round consultations and assistance

Complimentary 10-minute phone consultation for new customers (July–December)

Secure client portal with ID and privacy protection

Trilingual service (English, Japanese) with cultural understanding of international clients

Services

Year-round Tax Planning

Tax planning strategies to minimize liabilities, maximize cash flow, and keep clients on track to financial goals throughout the year.

Ongoing consultations Tax law monitoring Strategy development

Tax Preparation

Preparation of individual and business tax returns, including review of receipts, bills, and notices.

Document review Return filing One meeting with tax advisor Exit interview Off-season follow-up

Representation / Audit Assistance

Professional representation during audits and dealings with federal and state tax authorities, including appeal support.

IRS representation State agency liaison Appeal support

Advisory Services

Objective analysis and advice on financial procedures, cost control, efficiency, and technology implementation.

Financial analysis Procedure evaluation Technology recommendations

Entity Selection

Guidance on choosing the most advantageous business entity type and restructuring when advantageous.

Entity type advice Restructuring guidance Inception through growth support

International Taxation

Expertise in US taxation for taxpayers doing business abroad, residents working abroad, foreign pensions, dual status, and expatriate tax returns.

Foreign pension guidance Dual status tax returns Expatriate tax filing Non-resident expertise

Credentials & Certifications

Enrolled Agent (EA)

Licensed Tax Consultant (LTC)

Since 2004

Frequently Asked Questions

What are the standard hourly rates for your services? +

Rates range from $90 per hour (dependent students) to $250 per hour, depending on the level of expertise necessary. Fees may also be based on a rate per document included in tax returns.

Do you offer a free consultation? +

Yes, a complimentary phone consultation up to 10 minutes is offered to new customers during July through December.

What payment methods do you accept? +

Most major credit cards are accepted. Invoices are provided on paper or via a secure email link.

What credentials does the principal tax professional hold? +

Shigeyo Kikuchi is an Enrolled Agent (EA) and a Licensed Tax Consultant (LTC) issued by the Oregon State Tax Board in 2004.

What makes Enrolled Agents different from other tax preparers? +

Enrolled Agents are America's Tax Experts and the only federally licensed tax practitioners who specialize in taxation and have unlimited rights to represent taxpayers before the IRS.

Do your fees depend on the outcome of our tax case? +

No, fees are not contingent on the results of services. They are based on standard hourly rates or per-document rates.

What services are included with the tax preparation fee? +

The fee includes one meeting with a tax advisor (in person or by phone/email), a popular exit interview, and an off-season follow-up to prepare for the upcoming tax season.

Do you serve international clients? +

Yes, the firm serves clients throughout the area and overseas, with specialized expertise in international taxation including foreign pensions, dual status, and expatriate tax returns.