THE 10 BEST Tax Services in PORTLAND, OR
| Business Name | Key Services | Best For | Address | Hours | PS Rating |
|---|---|---|---|---|---|
| Dimov Tax Specialists | Tax Preparation, CPA Services, Business Taxes, Bookkeeping, Audit Representation | Complex Tax Situations and Multi-State Returns | 830 NE Holladay St, Portland, OR 97232 | Mon-Sun: 7:00 AM – 11:00 PM | 4.8/5 |
| Pacific Northwest Tax Service | Tax Preparation, Accounting, Payroll Services, Audit Assistance, QuickBooks | Families and Small Businesses | 13405 NW Cornell Rd & 2100 NE Broadway St Ste 105, Portland, OR | Mon-Thu: 9:00 AM – 5:00 PM, Fri: 9:00 AM – 12:00 PM | 4.6/5 |
| Reliable Tax | Individual Tax Preparation, Small Business Taxes, Bookkeeping, Payroll Services | Long-Term Client Relationships | 3200 N Lombard St, Portland, OR | Year-Round Service (Call for Hours) | 4.7/5 |
| Garland R Taylor, CPA, PC | Small Business Taxes, Schedule C Filing, QuickBooks Consulting, Individual Taxes | Tech-Savvy Small Business Owners | 205 SE Spokane St Ste 331, Portland, OR 97202 | Mon-Fri: 9:00 AM – 5:00 PM | 4.9/5 |
| Moore Tax Solutions | Individual Tax Preparation, Tax Planning, Quarterly Estimates, IRS Resolution | Remote Tax Services and Virtual Consultations | Virtual/Remote Service (Lake Oswego Based) | By Appointment Only | 4.8/5 |
| Dragonfly Tax | Tax Preparation, Bookkeeping, Payroll Services, Sole Proprietor Services | Personalized Service and Small Businesses | 5611 SE Powell Blvd, Portland, OR 97206 | Mon-Sat: 9:30 AM – 5:00 PM | 4.5/5 |
| Compass Tax Solutions | Tax Preparation, Bookkeeping, Payroll, IRS Audit Representation | Small Business Owners Needing Full-Service Support | 14069 SW Viewpoint Ct, Portland, OR 97224 | Mon-Thu: 11:00 AM – 4:00 PM | 4.4/5 |
| Woodstock Tax Service | Tax Preparation, Business Consulting, IRS Representation, Wealth Management | Individuals and Small Businesses in SE Portland | 4535 SE Woodstock Blvd, Portland, OR 97206 | By Appointment (Call 503-286-1561) | 4.6/5 |
| H&R Block | Tax Preparation, Maximum Refund Guarantee, Year-Round Support, Business Services | Budget-Conscious Filers and Walk-In Services | Multiple Locations Throughout Portland | Varies by Location (Extended Hours Available) | 4.3/5 |
| Jimmy He, CPA | Individual Tax Preparation, Business Taxes, Tax Planning, Multi-State Returns | Affordable Professional CPA Services | Beaverton, OR 97007 (Serves Portland Metro) | Mon-Sun: 9:00 AM – 5:00 PM | 4.7/5 |
#1. Dimov Tax Specialists – Best for Complex Tax Situations and Multi-State Returns
Key Highlights:
- Over 15 years of experience with CPAs, Enrolled Agents, and Tax Attorneys on staff
- Specializes in cryptocurrency taxation, RSU/stock options, and international tax issues
- 98% success rate on IRS and state audit representation with first response
Dimov Tax Specialists stands out as one of Portland’s premier tax service providers. Their team handles everything from simple personal returns to complicated business structures including LLCs, S-corps, C-corps, and partnerships.
What makes Dimov Tax special is their expertise in modern tax challenges. They excel at cryptocurrency taxation, stock options, and helping clients who have moved between states. Their virtual service model means you can work with them from anywhere.
The firm has built a strong reputation for responsive communication. Clients consistently praise how quickly the team responds to questions and how clearly they explain complex tax situations. Whether you’re dealing with rental properties, investment income, or starting a new business, their experienced team provides year round support to keep you compliant and maximize your deductions.
#2. Pacific Northwest Tax Service – Best for Families and Small Businesses
Key Highlights:
- Family-owned business serving Portland since 1992 with over 30 years of experience
- Two convenient office locations on Portland’s east and west sides
- Year round staff of CPAs, Enrolled Agents, and Licensed Tax Consultants
Pacific Northwest Tax Service has built its reputation on consistency and quality. Unlike many tax services that hire seasonal workers, they employ their experienced staff year round. This means you work with the same knowledgeable professionals every year.
The company opened its own tax school in 2001 to ensure their preparers receive the best possible training. This commitment to education means their team stays current on the latest tax laws and can handle everything from simple W2 returns to complex business filings.
They offer comprehensive services including tax preparation for individuals, small businesses, estates, trusts, and nonprofits. Their bookkeeping and payroll departments provide additional support for business clients. With offices in both northwest and northeast Portland, they make it convenient for clients across the metro area to get expert tax help. Their secure online portal also allows for easy document sharing if you prefer virtual service.
#3. Reliable Tax – Best for Long-Term Client Relationships
Key Highlights:
- Portland’s oldest professional tax service, established in 1945
- Family owned and operated through four generations
- Free phone consultations available year round for existing clients
Reliable Tax has earned trust through nearly 80 years of serving Portland families and small businesses. Their longevity speaks volumes about the quality of their service. Four generations of the same family have run this business with a focus on personal relationships.
The company specializes in individual income tax preparation along with small businesses, rental properties, fiduciary returns, partnerships, and S corporations. Their staff consists of experienced Licensed Tax Consultants and Licensed Tax Preparers who handle each return with care.
What clients love most is the year round availability. You never pay for phone consultations when you have questions about your taxes or financial decisions. This level of support helps clients make informed choices throughout the year, not just during tax season. Their new location at 3200 N Lombard St continues their tradition of providing accessible, professional tax services to the Portland community.
#4. Garland R Taylor, CPA, PC – Best for Tech-Savvy Small Business Owners
Key Highlights:
- One-on-one personalized CPA service with over 25 years of experience
- Specializes in small business owners using QuickBooks software
- Big-8 national firm background with personalized attention
Garland Taylor runs a boutique CPA practice focused exclusively on local Portland small businesses. Unlike large firms where you might work with different people each year, here you get direct access to an experienced CPA who handles all aspects of your account personally.
This practice is ideal for sole proprietors and single member LLCs who need expert guidance on both accounting and taxes. Garland brings expertise from his background at a national Big-8 firm but offers the personalized service of a small practice.
His technology fluency makes him especially valuable for software and web-based businesses. He provides in-depth QuickBooks consulting and can help you set up proper accounting systems from the start. While his services cost more than online DIY options, clients consistently report that the personalized attention and tax savings make the investment worthwhile. He’s particularly skilled at explaining complex issues like S Corp compensation in ways that business owners can understand and implement.
#5. Moore Tax Solutions – Best for Remote Tax Services and Virtual Consultations
Key Highlights:
- Licensed Tax Consultant and IRS Enrolled Agent with former IRS experience
- Fully remote service using secure client portal and cutting edge software
- Specializes in individual tax preparation and quarterly estimated payments
Moore Tax Solutions brings a unique perspective to tax preparation. Owner Devin Moore worked as a federal tax auditor for the IRS for 11.5 years before starting his own practice. This insider knowledge helps clients navigate complex tax situations with confidence.
The practice operates entirely remotely, which saves clients time and provides ultimate convenience. Using a secure online portal, you can upload documents and communicate with Devin from anywhere. This modern approach appeals to busy professionals who don’t want to spend time driving to appointments.
Devin focuses exclusively on individual income tax preparation (1040 returns) and provides excellent tax planning guidance. He helps clients with quarterly estimated payments to avoid penalties and interest. His paralegal background and experience at both the IRS and private firms gives him a comprehensive understanding of tax law. Clients appreciate his organized approach, clear communication, and ability to explain tax strategies in plain English.
#6. Dragonfly Tax – Best for Personalized Service and Small Businesses
Key Highlights:
- Locally owned since 2011 with licensed Oregon tax professionals
- Offers walk-in service, drop-off, and remote options for convenience
- Strong focus on personal relationships and individual client needs
Dragonfly Tax started when owner Kathryn Hryciw left H&R Block after five years to open her own practice. She wanted to provide more personalized service than large chain operations could offer. That personal touch remains the hallmark of this SE Portland business.
The practice handles individual tax returns, sole proprietors, and rental properties. They also provide bookkeeping and payroll services for small business clients. What sets Dragonfly apart is the relationship-focused approach where clients often become friends over the years.
They understand that people have busy schedules, so they offer flexible appointment times including evenings and Saturdays. You can walk in, schedule an appointment, drop off your documents, or work with them remotely by phone or internet. Their expertise in balance sheet preparation helps small businesses maintain accurate financial records. The practice operates with high ethical standards and maintains strict confidentiality. Clients consistently praise the team for finding deductions and forms they didn’t know existed.
#7. Compass Tax Solutions – Best for Small Business Owners Needing Full-Service Support
Key Highlights:
- Owner Yvonne Sera is both an Enrolled Agent and Licensed Tax Consultant
- Former IRS federal tax auditor with 16.5 years of IRS experience
- Full-service practice offering tax, accounting, bookkeeping and payroll
Compass Tax Solutions brings valuable IRS insider knowledge to their clients. Owner Yvonne Sera spent over 16 years with the Internal Revenue Service, including 11.5 years as a federal tax auditor. She’s also a certified IRS trained instructor who has taught tax law and continuing education.
This background gives Compass Tax an edge when dealing with IRS issues or audit representation. They know exactly how the IRS thinks and what they’re looking for. The practice serves small businesses and individuals throughout the Portland, Tigard, and Tualatin area.
Many clients come to them feeling overwhelmed by messy bookkeeping, unfiled taxes, or stressful payroll problems. Compass Tax helps clean up these situations and get businesses back on track. They offer a complete range of services so you can handle all your financial needs in one place. Yvonne earned her bachelor’s degree in Accounting and Business from Warner Pacific College while working full time and raising two children, demonstrating the dedication she brings to serving her clients.
#8. Woodstock Tax Service – Best for Individuals and Small Businesses in SE Portland
Key Highlights:
- Over 50 years of combined experience serving Portland (originally St. Johns Tax Service from 1971)
- Team of enrolled agents who can represent clients before the IRS
- Offers both in-person and virtual appointments for flexibility
Woodstock Tax Service traces its roots back to 1971 when it started as St. Johns Tax Service. Owner Jim Schaller opened the Woodstock location in SE Portland in 2015, and in 2022 consolidated operations there while continuing to serve clients throughout the metro area.
The practice provides comprehensive tax services including personal and business tax preparation, wealth management, business advising, and business succession planning. Their team has deep experience with rental properties and estate returns.
What makes Woodstock Tax special is their commitment to reasonable prices combined with excellent customer service. They take time to explore tax implications when clients face major life changes or business decisions. Their enrolled agents can represent you if you receive an IRS letter or need assistance with tax matters. The practice offers flexible scheduling with both 60-minute in-person and virtual appointments. Their philosophy centers on working for you, acting in your best interest, and helping you plan for both today’s needs and future goals.
#9. H&R Block – Best for Budget-Conscious Filers and Walk-In Services
Key Highlights:
- Multiple convenient locations throughout Portland with extended hours
- Maximum Refund Guarantee and accuracy guarantee backed by the company
- Offers both DIY online options and in-person professional tax preparation
H&R Block provides accessible tax services through numerous Portland area locations. Their national presence means you benefit from their extensive resources, training programs, and guarantees. They offer several ways to file depending on your needs and budget.
You can choose to prepare your return online yourself using their software, drop off your documents for a tax professional to prepare, or schedule an in-person appointment. Their tax professionals complete rigorous training including 81 hours of instruction in Oregon.
H&R Block stands behind their work with guarantees that provide peace of mind. If you’re entitled to a larger refund than they calculated, they’ll refund your preparation fees and provide an additional $100. They also offer audit support and will represent you if the IRS questions your return. Services include notary services, bookkeeping for small businesses, and payroll processing. With locations open year round and extended hours during tax season, H&R Block makes it easy to get help when you need it.
#10. Jimmy He, CPA – Best for Affordable Professional CPA Services
Key Highlights:
- Certified Public Accountant serving Portland metro area from Beaverton
- Available seven days a week including weekends for client convenience
- Known for finding significantly larger refunds than DIY software
Jimmy He is a CPA who has built a strong reputation for delivering excellent results at competitive prices. Clients frequently report being surprised at how much larger their refunds are compared to what tax software estimated. One client noted that TurboTax said they owed $12,000 but Jimmy got them a substantial refund instead.
His practice focuses on individual tax preparation and business taxes for Portland area residents. He’s particularly skilled at identifying deductions and credits that people miss when preparing their own returns. His thorough approach ensures nothing gets overlooked.
What sets Jimmy apart is his availability and communication. He’s open seven days a week and responds quickly to client questions. This level of accessibility is rare among CPAs and makes tax season much less stressful. Whether you’re dealing with W2 income, self-employment, rental properties, or investments, Jimmy brings the expertise of a CPA without the premium prices of large firms. His efficiency and knowledge make complex returns manageable, and clients appreciate how he explains everything clearly throughout the process.
How Much Does Tax Preparation Cost in Portland?
The cost of tax preparation in Portland varies widely based on the complexity of your return and who prepares it. For simple returns with just W2 income, you might pay between $50 and $150. If you have additional forms like mortgage interest, student loan interest, or investment income, expect to pay $150 to $250.
More complex situations cost more. If you own rental property, have a small business, or file as an S-corporation, prices typically range from $225 to $500 or higher. Some Portland CPAs charge hourly rates between $100 and $400 per hour. Others use flat fees based on the type of return.
The good news is that hiring a professional often pays for itself. Tax preparers know deductions you might miss and can help you avoid costly mistakes. Many Portland tax services offer free initial consultations where they can give you a quote. Remember that the cheapest option isn’t always the best value. An experienced preparer might cost more upfront but could save you much more through legitimate deductions and proper tax planning.
What Should I Bring to My Tax Appointment in Portland?
When visiting a tax preparer in Portland, bring all documents showing your income for the year. This includes W2 forms from employers, 1099 forms for contract work or other income, and statements showing interest, dividends, or investment sales. If you’re self employed, bring records of your business income and expenses.
You’ll also need information about deductions and credits. Bring receipts for charitable donations, medical expenses, and property tax payments. If you paid mortgage interest or student loan interest, bring those statements. Have your prior year tax return handy as it provides helpful baseline information.
Don’t forget identification like your driver’s license and Social Security cards for everyone on your return. If you have children, bring childcare provider information including their tax ID number. For business owners, bring profit and loss statements, mileage logs, and receipts for business expenses. Most Portland tax preparers provide checklists on their websites. Call ahead if you’re unsure what you need. Being organized saves time and money since your preparer can work more efficiently.
When is the Best Time to File Taxes in Portland?
The best time to file your taxes in Portland is as early as possible once you have all your documents. Most people receive their W2s and 1099s by late January or early February. Filing early gives you several advantages. You get your refund faster, beat the rush at tax offices, and reduce the risk of tax identity theft.
However, don’t rush to file before you have everything. Wait until you’ve received all income documents to avoid having to file an amended return later. If you’re waiting on a K1 from a partnership or S-corporation, those often don’t arrive until mid March.
For people who owe taxes, filing early is still smart even if you don’t pay right away. You can file your return and pay by the April deadline to avoid late filing penalties. If you need more time, Portland tax preparers can file an extension giving you until October to submit your return. Remember that an extension to file is not an extension to pay. You should estimate what you owe and pay by April to minimize interest and penalties. Many Portland tax services stay busy from February through April, so scheduling early appointments often means more available time slots and less rushed service.