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Woodstock Tax Service

A full-service tax firm serving individuals and small businesses in the Portland Metro area

Tax Planning & Business Consulting

Facing an important life change?  Setting up a business?  Spend an hour with us to explore the tax implications and options available to you

IRS Representation

If you have received a letter from the IRS or have questions, our enrolled agents can represent you.

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Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
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What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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Counteracting Capital Gains with Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Welcome!

Welcome!

When you work with us, we work for you. Our team of professionals has years of experience in tax preparation. We can help you address your needs of today and plan for the future.

Your goals are our goals.

Your goals are our goals.

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

We'll work with you to explore your tax options when you face life changes or business decisions with tax implications.  

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