Contact

Services & Pricing

Tax Return Preparation

Please email or give me a call at 971-254-8997 for a quote. That said, below is a rough estimate of pricing:

Simple Tax Return

$225+

Perhaps nothing too complicated, but you’d like the assurance of having your tax return professionally prepared:

  • Employee(s) with W2(s)
  • No dependents
  • Retired individual with 1099R and/or social security income
  • Does not itemize
  • No additional IRS deductions or Oregon subtractions
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Basic Individual / Family / Homeowner Return

$295-$395+

A little more complicated (and perhaps a bit more at stake):

  • Employee(s) with W2(s)
  • Itemizes deductions for IRS, Oregon, or both
  • Recovery Rebate Credit/Stimulus Reconciliation
  • Child Tax Credit/Enhanced Child Tax Credit Reconciliation
  • Child and Dependent Care Credit
  • Education Credit
  • Earned Income Credit
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Advanced Individual / Family / Homeowner Return

$375-$525+

All of the above and also including more complicated issues such as

  • Sale of stock
  • Sale of your main home
  • Health Savings Account complexities
  • Residential Energy Credits including Solar
  • Electric Vehicle Credit
  • Premium Tax Credit
  • Local Metro Tax and Preschool For All Tax
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Self-Employed and/or Rental Return

$495-$995+

A much higher level of complexity, don’t try this at home!
All of the above and:

  • Complex self-employment income and expense considerations
  • Residential rental income and expense
  • Short-term/Airbnb income considerations
  • Trimet Tax
  • Form SP
  • Depreciation and Amortization Strategy
  • Retirement contributions planning and strategy
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Other Services

Small Business Tax Planning and Consulting: $250/hr

This is a passion of mine. I LOVE working with individuals new to the self-employment world. I’ll break down everything you need to know about being self-employed from a tax perspective in easy-to-understand terms in about an hour of time.

Rental Property Introduction: $250/hr

Whether you are renting out an ADU, a second home on the coast or are renting rooms in the home you live in, the concept of how to track rental income and expenses can be quite tricky for newcomers. I can convey everything you need to know about the tax implications of renting your property in easy-to-understand terms in about an hour of time.

Estimated Tax Planning: $250/hr

Change of job? Employee stock options? Sale of a rental property? When you have a big event coming, it’s far better to know what your tax bill will be than get surprised when it happens.

Want to work together?

My goal is to make something that everyone dreads (taxes) a relatively painless, and dare I say fun, experience.

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