Proactive Tax Services for Year-Round Planning

3rd Generation Accounting Inc. in Portland, OR, has been providing thorough and reliable tax services for over 70 years. With three generations of family ownership and over 35 years of my own experience, the firm is built on decades of precision, compliance, and steady financial guidance. Tax preparation and planning are at the core of my services, helping clients navigate federal and state obligations with confidence.

Comprehensive Individual Tax Preparation

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I prepare individual tax returns for a variety of situations, including standard 1040 filings, multi-year returns, and more complex cases involving deductions and credits. My approach emphasizes accuracy, compliance, and identifying opportunities that may have been overlooked in prior filings. Clients benefit from year-round support, including reviews of prior-year returns and strategic guidance to help optimize tax outcomes.



I am experienced in handling IRS and state correspondence, providing direct and professional communication on behalf of my clients. This is especially valuable in situations such as audits or notices, where my familiarity with each return and client history allows me to offer effective representation.

Business & Corporate Tax Services



3rd Generation Accounting Inc. serves businesses of various sizes and structures. The services include:


• Business and corporate tax returns

• Partnership and S-corporation filings

• Non-profit tax preparation

• Federal and state e-filing


For business clients, I provide strategic insights to minimize liabilities, maintain compliance, and leverage deductions effectively. I manage multi-year filings and back taxes with the same care, ensuring I address every obligation without unnecessary stress or errors.

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Year-Round Tax Planning


Unlike firms that only engage during filing season, I provide year-round tax planning. This proactive approach allows us to:


• Identify missed deductions from prior filings

• Adjust strategies for evolving tax laws

• Support clients in making informed financial decisions

• Ensure readiness for audits or inquiries


By maintaining continuous oversight of my clients’ tax positions, I provide confidence and stability throughout the year rather than just at the time of filing.

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Remote & Flexible Services


3rd Generation Accounting Inc. provides tax preparation and support remotely via phone and email. Clients appreciate the direct, personalized communication that comes from working with a trusted professional who understands their history and financial context.

Audit Representation & Communication


An important part of my service is audit representation. If I prepared your tax return, I can communicate directly with the IRS and state agencies on your behalf. Decades of experience allows me to navigate inquiries efficiently, reducing stress for clients and ensuring all matters are handled with professionalism and accuracy.

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Tax Filing for Multiple Situations


I can help with a wide variety of tax scenarios, including:


• Late or multi-year filings

• Partnership or corporate filings

• Nonprofit organization returns

• Federal and state compliance


My experience allows me to identify issues early, guide clients through corrections if necessary, and ensure that filings are accurate and timely.

Tax Service FAQs

  • Can 3rd Generation Accounting Inc. handle back taxes?

    Yes, I prepare multi-year or late tax returns for individuals and businesses, ensuring compliance and identifying opportunities for missed deductions.

  • Do you provide representation for IRS audits?

    Absolutely. I can represent clients in audits for returns prepared by the firm, including direct communication with the IRS and state agencies.

  • Is tax planning only done during filing season?

    No. I provide year-round tax planning, reviewing prior-year returns, advising on deductions, and guiding strategic decisions to optimize tax outcomes.

  • Can you help with complex business filings?

    Yes. I handle partnership, corporate, and non-profit tax returns, ensuring compliance across federal and state regulations. I also help with estate and trust returns.



  • How do you work with clients remotely?

    I provide flexible support via phone and email. There is no portal system; clients communicate directly with me for a personalized experience.

  • What makes your tax services different from other firms?

    My strength lies in decades of family-run experience, personalized attention, proactive planning, and a focus on accuracy and compliance rather than flashy marketing or automated systems.

Stay ahead of tax deadlines and maximize your return by calling (503) 282-7247 to book your appointment.