BB Tax & Accounting, LLC

(503) 342-2015

(503) 496-5321 Fax

Follow the Client Area link for timely information.
WE ARE CURRENTLY ACCEPTING NEW CLIENTS. 

For new clients onboarding After April 15th:

We will resume tax preparation services on May 1. Please click below to complete an onboarding survey, and if we identify a preparer suited to your unique tax situation, a capable member of our staff will reach out to you. 

For new clients onboarding during the tax season:

We understand that many prospective clients prefer to meet their tax preparer before beginning an engagement, and we value that opportunity. However, due to the limited bandwidth available during tax season, introductory meetings are offered on a limited basis.

If meeting your preparer in advance is a condition of working with BB Tax and we are unable to schedule an interview, we invite you to click below to complete the onboarding survey and file an extension. A member of our team will contact you in May, when interviews for new client intake resumes.

Please note that during tax season, new clients must submit a $400 security deposit prior to engagement.

We also cannot guarantee timely filing for businesses onboarding after February 2 or individuals onboarding after March 2. If onboarding begins after these dates,  please arrange to file an extension, and we will complete your return when services resume in May.

 


 
 

Our Services

personal income tax preparation

We prepare all federal, state, and local forms, electronically file, and encourge direct deposit or electronic funds withdrawal for refunds, balances, and estimated payments whenever possible.

Personal income tax planning

 Whether you are growing your family, saving for retirement, making a big career change, enrolling in employee benefit programs, getting ready to retire, or buying or selling real estate, we can help you optimize your situation.

estimated payments or withholding

We help our clients plan their withholding and estimated payments to minimize suprises at tax time and the extra cost of underwithholding penalites.

Business tax planning

We help business owners to maximize tax benefits and utilize timing strategies to achieve long-term economic goals.  Our firm has experience serving many industries and transactions, including real estate, construction, 1031 Exchanges, and business sales and purchases.  We also identify additional services that may provide benefits to business owners, such as bookkeeping, payroll, and finanical advisors.

Business tax preparation

We prepare all federal, state, and local forms, electronically file, and encourage electronic funds withdrawal whenever possible for balances and estimated payments.

Our firm helps entrepreneurs navigate how to align their business objectives with the appropriate business formation from start-up, through changes in structure, to dissolution or retirement.

trust, estate, inheritance

We specialize in preparing trust, estate, and inheritance tax returns with accuracy and  care. Our team ensures compliance with complex tax regulations while maximizing financial outcomes for beneficiaries. With personalized service and deep expertise, we help clients navigate these sensitive matters with confidence and peace of mind.

legacy planning

What will happen to your business, home, and investments when you're gone?  Should you sell, gift, or bequeath your assets?  We can give you the advice you need to accomplish your goals.

tax authority notices

Receiving correspondence from the various tax jurisdictions can be stressful and confusing.  We help our clients understand their notices, respond to them, and advocate for penalty abatement whenever possible.

what and where to mail, sign, or do

Your tax return is done and you just got a bunch of papers or digital pages.  Now what?  Our staff can help you navigate what needs to be sent where, when, and how.  No matter how you receive your final product, we are here to help you decipher any instructions that aren't clear.

Flexible Service Delivery

Clients choose how they work with us

Documents via Mail

Documents via Drop-off and Pick-up

Documents via Secure Client Portal

Phone Meetings

Video Meetings

In-person Meetings

Prices

Personal income tax preparation

Our personal income tax preparation starts at $425 and increases based on the complexity of the return and number or types of forms needed.  Most of our personal returns fall somewhere between our minimum and about $1,500.  These fees include most year-round support, advisory, and consultation services.

$475 - 1,500

(average range)

business tax preparation

Our business tax return preparation starts at $945 and increases based on complexity, number or types of forms needed, and business structure.  Most start-up or closely held businesses fall somewhere between our minimum and $2,600.  These fees include most year-round support, advisory, and consultation services.

$945 - 2,600

(average range)

trust and estate tax preparation

Our trust tax return preparation starts at $550 and increases based on the complexity of the return, number or types of forms needed, number of beneficiaries, and the type of trust. Our estate return fee structure is also based on complexity and starts out at $3,500.

trusts

$550 - 1,800

(average range)

estates

$3,500 - 6,000

(average range)

non-tax preparation services

While our primary focus is in serving our valued tax clients, who benefit from inclusive services, we recognize that sometimes taxpayers need access to services not offered by do-it-yourself software.  We offer our consultation and planning services a la carte at an hourly rate as time allows.

$320

(per hour)