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Find a tax preparer near Milwaukie, OR

Find a tax preparer near Milwaukie, OR

100+ near you

Find a tax preparer near Milwaukie, OR

100+ near you

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Top 10 Tax Preparers near Milwaukie, OR

Tax Preparation Services Cost Guide

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Q & A

Answers to commonly asked questions from the experts on Thumbtack.

What’s the best way to set up a consultation or an appointment with a tax preparer during the COVID-19 pandemic?

The best way to conduct an appointment during the COVID-19 pandemic is virtually, as this will ensure that you remain within the CDC's social distancing guidelines.

Ask tax professional near you if they would be willing to give a consultation via phone call, Zoom, Skype or other video conferencing software to discuss the scope of work. Also, ask them how they handle payments and whether they will be able to conduct all of their services remotely.

Does a tax preparer need to enter my home?

It is not typically necessary for a tax preparer to enter your home. Many CPAs and tax professionals operate remotely. Ask the tax professional if they can conduct their services remotely, and see what precautions they have in place during social distancing.

Can I use digital payments to pay for tax preparation services?

Before you hire a tax professional, visit their business profile to see how they handle payments. Many CPAs and tax experts accept digital payments through Venmo, PayPal, Square Cash, Zelle and other online platforms. More businesses may be changing their payment methods to accommodate social distancing. Check with your tax preparer to see how they handle payments. 

Is it worth it to pay someone to do your taxes?

There are several reasons it could be worth it to have an experienced professional do your taxes instead of self-filing. For example, it can help reduce the chance of you making a mistake that could land you in trouble with the IRS. And, it could save you time for other important tasks. If you have a side job, rental property or many assets, having someone do your taxes can pay off in the short- and long-run.

Contact several tax professionals near you to discuss your needs and get free estimates. Then, decide if hiring a pro is right for you.

What is a tax preparer called?

A tax preparer can take the form of several different job titles, but they must have an IRS Preparer Tax Identification Number (PTIN) to be authorized to prepare federal tax returns, according to the IRS. Some titles may include enrolled agents, who are licensed by the IRS, as well as certified public accountants (CPAs). Some tax attorneys may offer tax preparation and planning services, though not all are qualified to do this.

Is it better to have a CPA do your taxes?

Hiring a certified public accountant (CPA) could be a better option instead of doing your taxes by yourself, but it depends on your tax situation and preferences. Having a CPA do your taxes is usually recommended if you have a business or any type of side job, or if you’ve been contacted by the IRS for a tax-related matter. Others who can benefit are those who own rental properties or have many assets. You can also hire a CPA if you need help understanding what deductions or credit you might qualify for.

Who can file my taxes?

Any individual with a preparer tax identification number (PTIN) is eligible to file your income taxes on your behalf. However, this doesn’t necessarily mean they will be the best candidate to provide the help you need with your income tax preparation. The IRS explains that CPAs, attorneys and enrolled agents are all allowed to legally represent their clients before the IRS. They have a more thorough understanding of tax code than an individual operating solely with a PTIN or an Annual Filing Season Program participant who provides their services on a volunteer basis. Consider the complexity of your tax return and what level of expertise you’ll require. Before entrusting someone with your private financial and personal information, do some research on their qualifications. The IRS has a searchable database where you can verify the background and credentials of your income tax preparation professional. Once you have selected someone, ask about their service fees and confirm their availability. Then provide them with all the documentation they require, including W-2s, 1099s and more. Always ask to review the paperwork before it is submitted, and never sign a blank tax return.

Reviews for Milwaukie tax preparers
Thumbtack Customer
I'm extremely impressed by Scott's tax preparation for personal and business taxes. What a relief. I'm happy to have finally found someone to be my go-to tax guy. Highly recommended.
Collaborative Business Solutions, LLCCollaborative Business Solutions, LLC
Bertrand P.
I hired Valerie for a complicated tax situation and she was exactly what I expected: very knowledgable and professional! She helped me dealing with my foreign income/accounts and did a thorough tax analysis. I highly recommend her for your tax preparation!
Sparrow Financial, LLCSparrow Financial, LLC
Thumbtack Customer
Does your taxes and emails them off at the same appointment. So much faster and easier, and really outdid last years foul up by our EX tax preparer! He spent too much time offering up his ridiculous political crap opinions when he should and could have done them while we there instead of leaving them and getting them back AFTER tax time was over. We paid fees for his lazy and slow preparation!
Kay Lee TaxesKay Lee Taxes
Rick L.
I took in two years of tax returns on a Monday and had them in my hand that week. In fact Shawn even met me at his office on Saturday to go over everything with me. And we are talking about returns with rental property and a 1031 Exchange! Shawn responded to my Thumbtack request almost immediately and I will be seeing him again come February (if I can get my stuff together that fast). I would highly recommend his firm for taxes or business consulting. I feel much better having a CPA working on my taxes than just a tax preparer.
US Tax Services, LLCUS Tax Services, LLC
Caitlin S.
I had a free consultation with Scott this week and I feel completely prepared to keep my books and to be able to take advantage of every deduction come tax time! I look forward to working with Collaborative Business Solutions as my business grows.
Collaborative Business Solutions, LLCCollaborative Business Solutions, LLC
Alan S.
Shawn did a great job helping me prepare my multi-state tax return this year, which was much more complicated than a traditional return. He answered all of my questions, and I would not hesitate to use his services again. Thanks!
US Tax Services, LLCUS Tax Services, LLC
Tania M.
Yuliya was an excellent resource for my tax preparation needs - she was so kind and knowledgeable and explained the process in detail and made sure to answer all our questions. She found us plenty of savings and we will definitely be using her services in the future. Highly recommended!
Olaru's Premier Tax Services, IncOlaru's Premier Tax Services, Inc
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