About Us

Off Tax Season office hours :

  • Beginning Monday April 24th Monday thru Wednesday 9am to 3pm
  • leave messages 503-777-1040
  • fax 503-775-4041

 

We are here for you year-round, offering a variety of services and support for financial and tax issues.

Some of the services that we offer include:

  • Year round tax preparation and filing services, including individual and corporate returns, prior years and SFR corrections
  • Off season tax and small business planning
  • Quickbooks setup and training
  • Off season tax workshops

Location: 

525 W Gloucester St

Gladstone, Oregon 97027

Phone: 503-777-1040

 

Preparers:

Carole sm

Carolyn Anderson LTC #5609C, Enrolled Agent | email

The Tax Team’s fearless leader.

 

Jessica sm

Jessica Sutton LTP #3301P | email

 

Kathy sm

Kathy Harte, LTP #31006P | email 

After years owning my own successful printing business, I was looking to shift into a different line of work. In 2006, I decided to enroll in the required classes to be a Licensed Tax Preparer. My tax preparer at the time – Carole Anderson – thought it was a fantastic idea, as the information I brought her each filing season was well organized and I had a great understanding for how the process worked. However, she apparently wanted to test my mettle, because after I received my license she told me to go work at a large chain preparer, where I spent much of my time avoiding the franchise requirements to sell my clients expensive loan products. I was eager to spend my tax seasons actually preparing taxes, which Carole surely knew, as she called to offer me a job at the end of that first season. I’ve been here since December of 2007 and it’s one of the best things that ever happened to me. The cooperation in this office is remarkable. Our philosophy is united: we want our clients to pay only those taxes required by law and not a penny more.