Heather's Tax Service & More: Prices, Team and How It Works

What is Heather's Tax Service & More?

Heather's Tax Service & More is a local tax and bookkeeping practice in Oregon. Its site describes six services: tax preparation, bookkeeping, payroll, tax planning, IRS representation and notary work. It serves individuals, landlords, farms and small businesses, and says its returns are prepared in-house with "no call center, no offshore preparation."

Two things shape what the practice focuses on. The first is geography. Its offices sit on either side of the Portland metro: one in Clackamas, in Clackamas County, and one in The Dalles, in the Columbia River Gorge. That puts many of its clients in the middle of Oregon's layered local taxes (the Metro Supportive Housing Services tax, Multnomah County's Preschool for All tax, the Portland Arts Tax, transit taxes and the Oregon Corporate Activity Tax), which the site says "most software leaves to you." The second is the state line. The practice calls itself "cross-border specialists" for people who live in Washington and work in Oregon, or the other way round.

It is a small firm. The site names three people (two licensed tax preparers and a bookkeeper) and says the person who prepares your return "is the person you speak to in August when a notice arrives." It is not a national chain, a CPA firm or a law firm.

Who owns and runs Heather's Tax Service & More?

The site names Heather Perkins as "owner and lead tax practitioner." It says she owns the practice, signs the returns and leads on cross-border work, business returns, planning and IRS representation. Oregon's public business records agree on the ownership side: the registered agent for Heathers Tax Service and More LLC is listed as Heather M. Perkins, and the LLC's principal place of business is the Clackamas office address.

The LLC is a domestic Oregon limited liability company, registry number 234661296, with a registry date of 31 December 2024. That date is when this company was registered; the site does not say when Heather began preparing returns, so we have not given a founding year.

Is Heather's Tax Service legit?

This is a fair question to ask about anyone you hand your Social Security number to. Here is what can be checked from public sources:

• State tax licenses, checked. Oregon is one of the few states that requires a license to prepare returns for a fee. We searched the Oregon Board of Tax Practitioners public lookup on 19 October 2026. It lists Heather M. Perkins, Tax Consultant license 35746-C, status Active, issued 18 December 2024 and expiring 31 May 2027, and Pamela Wagner, Tax Preparer license 1924349-P, status Active, expiring 30 September 2027. Both numbers match the ones on the firm's site.
• Federal credential, published. The site gives Heather's Enrolled Agent number as 00160070-EA and says it can be checked in the IRS directory of federal tax return preparers. We did not run that search, so treat the EA status as the company's statement until you check it yourself.
• A registered business. The Oregon Secretary of State's active business list shows Heathers Tax Service and More LLC with its principal place of business at 9136 SE St Helens St, Suite J, Clackamas.
• A street address and a phone line. The Clackamas office address, the phone number 503-785-3200 and the email info@hts.tax appear on every page.
• Published prices and named people. The site lists starting prices and names each person, with license numbers, and has a page explaining how to verify any preparer, "ours included."
• Professional membership. The site says Heather and Pam are members of the Oregon Association of Tax Consultants. We did not check this with the association.

On reviews, the site says its reviews "live on our Google Business Profile" and does not publish a rating or a review count on its own pages. It also states it never writes testimonials itself or offers anything in exchange for a review. If outside reviews matter to you, search for the business name on Google Maps and read them there.

Who will work on my return or books?

The site names three people and says you "will know which of the three has your file."

Heather Perkins. Her profile lists the two licenses above, membership in the Oregon Association of Tax Consultants, and the 72 hours of continuing education every three years that the EA credential requires. It describes her approach as "a conversation before a form," a return "reviewed against prior years," and "a phone that gets answered in August." Outside work, the profile mentions fishing, camping, reading and competitive board games.

Pam Wagner. Her profile lists individual returns (W-2 households, retirees, straightforward investment income), Schedule C returns for sole proprietors and single-member LLCs, Schedule E rental returns, document intake and client contact during the season. It notes that in Oregon a Licensed Tax Preparer works under the supervision of a Licensed Tax Consultant.

Katie Wells. The site says she has kept books for small businesses "for more than 25 years," with construction and professional services as the industries she knows best (job costing, retainage, progress billing, unbilled time). It is open that she has no certification to list: "Twenty-five years of closed year-ends is the claim, and it is the only one we make."

What do EA, LTC and LTP mean?

The site has a full page on this, and it is worth understanding before you hire anyone in Oregon. In short, as the firm explains it:

• Enrolled Agent (EA): a federal credential from the US Treasury and IRS, earned by exam or qualifying IRS experience, with 72 hours of continuing education every three years. EAs have unlimited rights to represent taxpayers before the IRS.
• Licensed Tax Consultant (LTC): an Oregon license from the Board of Tax Practitioners. It requires experience as a preparer plus a consultant exam, and lets the holder work independently and supervise preparers.
• Licensed Tax Preparer (LTP): an Oregon license requiring education and an exam; the holder works under the supervision of an LTC or other qualifying supervisor.
• Certified Public Accountant (CPA): licensed by a state board of accountancy, also with unlimited IRS representation rights.

The site's point is the representation column. If the IRS writes to you, an EA, a CPA or an attorney can deal with the IRS on your behalf with a signed power of attorney (Form 2848), while other preparers have limited rights. Heather holds both the federal EA credential (as the site states) and the Oregon LTC license (which we confirmed).

The same page lists language the firm says to be suspicious of: "IRS certified" (no such designation exists), a guaranteed refund amount before anyone has seen your documents, promises to settle tax debt "for pennies on the dollar," fees based on the size of your refund, and a paid preparer who will not sign the return.

Services at a glance

Tax preparation, return by return

The tax preparation pages describe six kinds of return. The site says returns are built in-house, compared line by line against the prior year, and walked through with you before you sign and it e-files.

• Individual returns. Aimed at W-2 households with something beyond a single job (stock compensation, a second income, a spouse working across the river), retirees with Social Security, pensions and required distributions, households with investment income, and people who moved into or out of Oregon. The site lists Form 1040 with schedules, the Oregon OR-40, OR-40-N or OR-40-P depending on residency, Metro SHS and Preschool for All returns where they apply, the Portland Arts Tax, a prior-year comparison and next year's estimated payment vouchers.
• Business returns. S corporations (Form 1120-S), partnerships and multi-member LLCs (Form 1065), C corporations (Form 1120) and single-member LLCs on Schedule C. The page also covers the Oregon and Portland layer: the Oregon Corporate Activity Tax, the Portland Business License Tax, Multnomah County Business Income Tax, the Metro SHS business tax and the Oregon PTE-E election. It asks for year-end financials, the prior-year return and depreciation schedules, payroll reports and 1099s, and details of ownership changes, distributions and loans.
• Self-employed and 1099 returns. Schedule C, self-employment tax and quarterly estimates. The site flags the TriMet self-employment tax as one that is "missed constantly."
• Multi-state returns. Non-resident and part-year state returns. The site says most of its multi-state work involves Oregon and Washington, along with California, Idaho and Arizona, "plus relocations from anywhere."
• Back taxes and unfiled years. The published sequence is: pull IRS wage and income transcripts, establish how many years need filing, reconstruct income and expenses, file the years in order, then address any balance (payment plan, penalty abatement or another collection option). It says the firm deals with federal, Oregon and Portland-area local years together.
• Rental property returns. Schedule E, depreciation and the passive loss rules.

Farm returns (Schedule F, seasonal payroll and equipment depreciation) are listed on Heather's profile and on the pricing page, where they share the $525 small business band.

Portland-area local taxes and Oregon/Washington returns

A large part of the site is about the taxes that sit on top of the federal and Oregon returns in the Portland area. The firm says it checks which of them apply to each client and files them alongside the Oregon return. The ones it names are:

• Metro Supportive Housing Services (SHS) tax: a regional income tax for people who live or work in the Metro district.
• Multnomah County Preschool for All (PFA): a separate county income tax with a different boundary and different thresholds.
• Portland Arts Tax: a flat per-adult tax for City of Portland residents, filed with the City.
• TriMet and statewide transit taxes: including the TriMet self-employment tax.
• Oregon Corporate Activity Tax (CAT): a tax on commercial activity (receipts) rather than profit.
• Portland Business License Tax and Multnomah County Business Income Tax: for businesses with income apportioned to the city and county.

The site stresses that these boundaries "do not follow city limits, county lines or ZIP codes," and that it confirms jurisdictions by exact address. Its location pages say which taxes apply in each community it serves; for example, it describes Clackamas as inside the Metro district but outside Multnomah County and the City of Portland, and The Dalles as outside all of the Portland-area local taxes.

Living in one state and working in the other. The firm's other focus is the Oregon/Washington line. Its pages explain the difference between residency (which state taxes all your income) and sourcing (which state may tax a particular dollar), and walk through common situations: a Washington resident working on site in Portland, one working fully remote or hybrid for an Oregon employer, an Oregon resident working in Vancouver, and someone who moved mid-year. It says contemporaneous records of where you worked each day matter, and that Washington-side taxes such as the B&O tax and the capital gains tax can still apply. Whether any of this changes your own return depends on your facts, which is the conversation the firm offers to have.

Bookkeeping and payroll

Bookkeeping is run by Katie Wells and billed by the hour from $85. The site describes three services:

• Monthly bookkeeping: reconciliation of every bank and card account, categorization, financial statements and a closed month.
• Catch-up and cleanup: an assessment first, then reconstructing, reconciling and correcting each period, closing and reporting, and either handing back a working system or continuing monthly. The site says it has "picked up businesses three years behind" and that a single year of a straightforward business usually takes a few weeks.
• QuickBooks setup and support: new setups, rebuilding a cluttered chart of accounts, bank feed rules, payroll integration, class or location tracking for revenue sourcing, sales tax setup for out-of-state sales, and staff training. It says most clients use QuickBooks Online but it can work with other systems.

The firm's case for doing books and returns "under one roof" is that a business return built on reconciled books becomes a review rather than a reconstruction. It lists construction, professional services, farms and rentals as industries it knows well.

Payroll is quoted, not priced. The site says it both processes payroll for small businesses and fixes compliance for businesses that run payroll elsewhere. Onboarding runs in four steps: check registrations (federal, Oregon, unemployment insurance, Paid Leave Oregon and any local authorities), map employees to the jurisdictions where they work, run one parallel payroll alongside your current setup, then file on the calendar. Its payroll page lists the Oregon obligations it handles, including Oregon withholding, unemployment insurance, Paid Leave Oregon, statewide and TriMet transit taxes, and Metro SHS and Preschool for All withholding. It also prepares 1099s for contractors and says classification "is the first question."

IRS representation

Representation is led by Heather as an Enrolled Agent. The site describes four steps after a notice arrives: read the notice and note the deadline the day it arrives, pull IRS transcripts, respond as your representative under a Form 2848 power of attorney (so correspondence comes to the firm), then resolve and get written confirmation that the file is closed.

The services listed are audit representation (correspondence, office and field audits), back taxes and collections, payment plans (installment agreements and alternatives) and penalty abatement. The site says it handles Oregon Department of Revenue matters alongside federal ones. Its advice for anyone with a letter: don't ignore it, check the response date, don't agree to anything by phone, and bring the letter in. It also warns that the IRS starts contact by mail and does not ask for payment in gift cards.

Representation fees are not published. The site says each matter is scoped after it looks at the notices, and that it will tell you "if the cost is out of proportion to what is at stake." The firm's disclaimer is explicit that no practitioner can guarantee an audit outcome or the acceptance of any application to a taxing authority.

Tax planning

Planning is quoted per engagement. The site describes a projection of the year so far, a review of the decisions on the table, a written plan and a check before year end. Topics it lists include entity choice (for example whether an LLC should elect S-corp status), retirement contributions, timing of income and expenses, estimated payments, the Oregon PTE-E election, the timing of a move between Oregon and Washington, and local tax thresholds. It recommends October or November for year-end planning and "before you move" for anything involving a change of state. It also says it will work alongside a client's financial advisor.

The site runs a seasonal page, "Year end to filing season," listing six things in date order for the 2026 tax year: getting the books current, year-end planning before 31 December, the fourth-quarter estimated payment on 15 January 2027, W-2s and 1099-NECs on 1 February 2027 (31 January 2027 is a Sunday), gathering documents in January, and answering any IRS or Oregon letter when it arrives.

Notary and loan signings

Oregon notary services are offered at both offices, starting at $10 per stamp according to the pricing page. The notary page lists acknowledgements, jurats, copy certifications where Oregon law permits, powers of attorney, affidavits, consent forms, business documents and loan signings. To be notarized you bring current government-issued photo ID, the complete document unsigned, every signer with their own ID, and any witnesses the document needs. The site notes a notary cannot give legal advice or choose the certificate wording for you. Remote online notarization is "ask when you call."

For loan signings (refinances, purchases and equity lines), the site says it works with title companies and escrow officers directly, offers signings at both offices and mobile signings across the Portland metro and the Gorge "by arrangement," and that a typical refinance package runs 45 to 60 minutes. It also says it does not explain loan terms; those questions go to your lender or attorney. Call ahead in tax season, when the offices are busy.

How much does Heather's Tax Service cost?

The firm publishes starting prices, labelled "as at September 2026." It describes each as "a floor, not a quote": the least it charges for the simplest version of that job.

What moves the price. In the order the site says they matter most: how many jurisdictions you file in (federal, Oregon, Washington and Portland-area local returns each add work), whether your books are ready, how many Schedule C, E or F businesses you have, investment activity (missing cost basis, crypto or equity compensation take longer), and whether a prior year needs fixing, which is scoped separately.

Entity owners pay twice. An S-corp, C-corp or partnership files its own return, and the owners still have personal returns, so the site calls that "two engagements and two fees." A Schedule C or E business is part of the personal return and falls in the $525 band.

What the return fee includes. The federal and state return prepared and reviewed in-house, a comparison against last year, e-filing and the acknowledgements, and "the conversation afterwards": if the IRS or the Oregon Department of Revenue writes about a return the firm prepared, the site says reading the letter is not a separate engagement.

Paying. Fees are due when the return is filed. The firm says it never takes a percentage of your refund. It quotes the exact fee before work begins and says it will tell you before starting if work arriving close to a deadline will take more time. The site does not list accepted payment methods or financing; ask when you book.

Insurance. This is a tax practice, so health or other insurance plans don't apply to its fees. The site does not mention professional liability insurance; ask if it matters to you.

What happens, step by step

1. Book a free 15-minute introductory call. The site calls it "complimentary" and says it covers your situation and whether the firm is a good fit. No tax advice is given on this call. Online booking starts with a short form (name, email and phone), then hands you to the firm's online scheduler, Bookedin, to pick a time. You can also call 503-785-3200.
2. Get a quote. If it is a fit, the firm scopes the work and gives you the fee before anyone begins. Last year's return usually tells it most of what it needs.
3. Send documents. You get a checklist built for your situation. Documents come in by secure electronic exchange or drop-off at either office, never as plain email attachments for anything with a Social Security number.
4. Preparation and review. The return is prepared in-house and compared with prior years. The site says most individual returns take "days rather than weeks" once documents are complete; business returns depend on the state of the books.
5. Walk-through and signing. Before you sign, the firm shows you what changed and why, including any judgment calls.
6. Filing and afterwards. It e-files and sends confirmations, sets up next year's estimated payment vouchers where needed, adds a short note on anything worth doing before the next year closes, and stays available when notices arrive later in the year.

What to bring. The site's general list: last year's federal and state returns, photo ID, Social Security numbers or ITINs for everyone on the return, bank details for direct deposit, every W-2 and 1099, and any IRS or Oregon Department of Revenue letters. Business owners and landlords also need income and expense records. If you work across the state line, bring a sense of how many days you worked where.

Where it is, hours and remote service

Clackamas office: 9136 SE St Helens Street, Suite J, Clackamas, OR 97015. The site says it is just off SE 82nd Avenue, a short drive from the I-205 Sunnyside Road interchange, with parking on site. Heather, Pam (during filing season) and Katie work from here. Tax-season hours (11 January to 15 April) are Monday to Thursday 9am to 6pm, Friday 9am to 5pm, and Saturday and Sunday 10am to 4pm. Outside the season it works by appointment.

The Dalles office: in downtown The Dalles, by appointment all year with no walk-in hours. The site says Heather covers this office, which handles agricultural returns, Gorge business work and clients from Klickitat and Skamania counties in Washington, and tells visitors to call before they travel: "It is a long drive to a locked door." Confirm the street address when you book.

Service area. The site lists Clackamas, Multnomah, Washington and Yamhill counties in Oregon, Clark County in Washington and the Columbia River Gorge, with location pages for dozens of communities from Portland and Vancouver to Hood River, White Salmon and Goldendale.

Remote clients. The firm says it works remotely with clients "across the United States," with documents by secure upload and meetings by phone or video, and that many of its clients in Vancouver, Camas and the Gorge are fully remote.

Payment, privacy and review policies

• Fees and refunds. Fees are due when the return is filed; no percentage-of-refund pricing. The site does not publish a refund or cancellation policy for its own fees.
• Engagement letters. Its terms say a client relationship begins "when we agree an engagement in writing," and that advice within an engagement is governed by that engagement letter.
• Your information. The site says it uses secure electronic exchange for anything containing personal information, limits access to the people working on your engagement, will never ask for your bank login or move money for you, and shares nothing with third parties except to file your return or as you direct in writing. Don't send SSNs or tax documents through the contact form.
• Reviews. Reviews are on its Google Business Profile. The site says critical reviews stay up and get a reply, and that it never writes testimonials or offers anything for a review.
• No guarantees. The disclaimer says no tax practitioner can guarantee a refund amount, an audit outcome or the acceptance of any application to a taxing authority.

How it compares with other options

Who it suits, and who should look elsewhere

Questions to ask before you book

1. Which of you will prepare my return, and who will sign it?
2. Based on last year's return, what is my likely fee, and what would push it above the starting price?
3. Which local taxes apply at my address, and will you file them with my Oregon return?
4. If I get an IRS or Oregon notice about this return, what is covered and what would be a new engagement?
5. For payroll or planning: how do you price it, and is there a minimum?
6. What payment methods do you accept, and what happens if I cancel partway through?
7. Can I do everything remotely, and how does secure document upload work?

How to get started

1. Check the services and prices page to see which price band fits your return.
2. Look at the tax document checklist and start gathering last year's return and this year's forms.
3. Schedule the free 15-minute introductory call online, or call 503-785-3200.
4. If you have a letter from the IRS or the Oregon Department of Revenue with a deadline on it, the site asks you to call rather than book online.

Visit Heather's Tax Service & More

Frequently asked questions

Sources

All pages checked on 19 October 2026.

1. Home page: heatherstaxserviceandmore.com
2. About and team: About us, Our team, Heather Perkins, Pam Wagner, Katie Wells
3. Credentials explained: heatherstaxserviceandmore.com/credentials/
4. Pricing and services: What it costs, Services & prices
5. How we work: heatherstaxserviceandmore.com/our-process/
6. Tax preparation pages: overview, individual, business, multi-state, back taxes
7. Bookkeeping and payroll: bookkeeping, catch-up, QuickBooks, payroll
8. Planning and representation: tax planning, IRS representation, audit representation
9. Notary: notary, loan signing
10. Locations: all locations, Clackamas office, The Dalles office
11. FAQ, contact and booking: FAQ, contact, schedule an appointment, year end and tax season, tax document checklist
12. Policies: reviews, terms, disclaimer, privacy policy
13. Oregon Board of Tax Practitioners, public license lookup (searched for Perkins and Wagner): public.orlicensing.oregon.gov
14. Oregon Secretary of State active business registrations (registry number 234661296), via the state open data portal: data.oregon.gov