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. 

 

BB Tax welcomes new clients year-round. To begin the process, please first select Explore Becoming a Client below. If we determine that we have the expertise and capacity to assist you and can match you with an appropriate tax professional, you will be invited to complete our onboarding questionnaire, provide copies of any applicable prior-year tax return(s), and submit a $400 deposit for each return you would like us to prepare.

 

January-April (Tax Season)

During tax season, our primary focus is meeing filing deadlines for existing clients. As a result, the new client onboarding process is more streamlined than at other times of the year.

  • Introductory meetings are available on a very limited basis. If meeting your preparer before engagement is important to you, we may recommend delaying onboarding until after teh April filing deadline.

  • We cannot guarantee timely extension filing for businesses that begin onboarding after February 2 or individuals that begin onboarding after March 2. Clients onboarding after these dates should be prepared to file their own extnesion(s)

 

May-December

Outside of tax season, we have greater availability for consultations, introductory meetings, and new client onboarding.

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 $600 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 $1,875.  These fees include most year-round support, advisory, and consultation services.

$600 - 1,875

(average range)

business tax preparation

Our business tax return preparation starts at $1,200 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 $3,250.  These fees include most year-round support, advisory, and consultation services.

$1,200 - 3,250

(average range)

trust and estate tax preparation

Our trust tax return preparation starts at $600 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

$600 - 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.

$400

(per hour)