Tax Services

Professional tax preparation tailored to your situation

Comprehensive Tax Solutions for Portland

Every tax situation is different. Whether you're navigating estate taxes, claiming homeowner deductions for the first time, or managing business write-offs, Glenda provides personalized service.

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Personal Income Tax Preparation

Portland First-Time Homeowner Tax Specialist | Itemized Deductions

Glenda primarily serves Portland-area families with homes and charitable giving, first-time homebuyers navigating mortgage interest deductions and property tax credits, and Oregon retirees managing pension income and Social Security taxation. Whether you're claiming your first mortgage interest deduction or optimizing charitable contributions, she ensures you claim every Oregon and federal tax credit you're entitled to.

What's Included:

  • First-time homebuyer tax guidance (mortgage interest, property tax deductions)
  • She guides you in understanding and documenting the value of non-cash donations and volunteer mileage often-missed deductions that can significantly reduce your tax liability.
  • Filing status review to ensure you're using the most beneficial option
  • Withholding analysis and W-4 adjustments to avoid penalties or unexpected tax bills
  • Life event tax planning (new baby, marriage, home purchase)
  • Review of prior two years to identify overlooked deductions and opportunities
  • Year-round support for major life changes

Common Issues Glenda Catches:

Many taxpayers make simple mistakes that cost them money. Glenda frequently helps clients correct filing status errors, optimize deductions by comparing mileage versus actual expense methods for self-employed individuals, and adjust withholdings to avoid penalties or over-paying throughout the year. Many families also miss valuable charitable deductions especially non-cash donations like clothing and household items, and mileage driven for volunteer work.

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Schedule C Business Tax Filing

Independent Contractor Tax Specialist | Gig Economy Workers

Glenda specializes in working with Portland independent contractors, Uber/Lyft drivers, DoorDash delivery workers, freelancers, and sole proprietors who need guidance on quarterly estimated taxes and business expense tracking. She helps you understand the difference between tracking actual vehicle expenses versus IRS standard mileage deductions and which method maximizes your tax savings.

What's Included:

  • Schedule C preparation for sole proprietors and gig workers
  • Mileage vs. actual expense analysis (which saves you more?)
  • Uber/Lyft driver tax specialization
  • Self-employment tax calculation and quarterly payment planning
  • Business expense optimization (tax prep fees, professional development, technology expenses)
  • Home office deduction when applicable
  • Estimated tax planning to avoid penalties

Did You Know?

Many self-employed individuals overlook deductible expenses like tax preparation fees, professional development, and business-related technology expenses (phones, computers, software). Glenda makes sure you're not leaving money on the table.

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Estate & Trust Tax Preparation

Oregon Estate Settlement Tax Specialist

When someone passes away, settling their estate involves complex IRS requirements and strict deadlines. Glenda specializes in Portland estate tax returns (Form 1041), final individual returns for decedents (Form 1040), and beneficiary tax obligations. She guides executors, trustees, and family members through Oregon estate tax compliance while handling the paperwork with sensitivity during an already difficult time.

What's Included:

  • Form 1041 (Estate and Trust Income Tax Return) preparation
  • Final Form 1040 for decedents with income before death
  • Beneficiary distribution tax guidance and K-1 forms
  • Oregon estate tax compliance and exemption analysis
  • Coordination with estate attorneys, executors, and probate proceedings
  • Ongoing support throughout the settlement process not just at filing time

Glenda's Approach:

"Estate taxes can be overwhelming when you're grieving, so I take the time to explain IRS requirements clearly and make sure you understand each deadline. I let my clients know I am here for them throughout the entire process."

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Dedicated Support

Beyond Tax Season

Tax questions don't stop on April 15. Clients contact Glenda whenever major life changes occur new babies, marriage, home purchases, job changes to understand the tax implications before year-end. She can guide you through the tax effects and help you adjust your withholding or estimated payments proactively, not reactively.

What's Included:

  • Life event tax planning (marriage, new baby, home purchase)
  • W-4 withholding adjustments to avoid penalties or surprises
  • Quarterly estimated tax calculation and payment assistance
  • Pre-purchase consultation (real estate, major investments)
  • Proactive year-round availability for tax questions
  • Strategic planning to avoid penalties before year-end

When to Call:

Anytime your life changes, your taxes are affected. Call Glenda when you get married, have a baby, buy a home, change jobs, start a side business, or experience any other major life event. Understanding the tax implications before year-end gives you time to adjust and plan strategically.

Which Service Fits Your Tax Situation?

Not sure whether you need personal tax preparation, Schedule C business filing, or estate settlement services? Call Glenda to discuss your specific situation she'll help you understand which services apply to your tax needs.

Every tax situation is unique. Glenda provides expert guidance tailored to Portland families, independent contractors, first-time homeowners, and estate executors. She's available year-round to answer questions and provide ongoing support not just during tax season.

Call: (503) 252-4105

Quick Contact

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Office Location

Parkrose/Sumner Area
NE Portland

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Availability

By appointment
Year-round service