Business Details
11 Years
experience
Trusted Tax and Accounting Services in Portland, OR
Huffman Tax & Accounting is a dedicated team of certified professionals serving individuals and small businesses in Portland, Oregon. With decades of combined experience, our CPAs and Enrolled Agents specialize in personalized tax preparation, strategic planning, and comprehensive accounting services tailored to evolving client needs. We prioritize integrity, deep industry knowledge, and client-centric solutions, supporting both federal/state tax compliance and long-term financial success.Our expertise spans real estate transactions, multi-state tax issues, payroll management, and business succession planning. Committed to community impact, we actively support local organizations focused on equity, education, and social welfare. By blending technical excellence with personalized service, we empower clients to navigate complex tax landscapes with confidence.
Services
Individual Tax Preparation
Small Business Tax Services
Bookkeeping
Payroll Services
Tax Planning
Estate Tax Preparation
Multi-State Tax Compliance
Business Succession Planning
Real Estate Transaction Tax
IRS Audit Support
Details
- Year established: 2015
Highlights and features
- We offer 20+ years of combined experience in tax and accounting services.
- Our team includes certified CPAs and Enrolled Agents with industry-specific expertise.
- We provide personalized tax planning for complex financial situations.
- Our community involvement demonstrates commitment to local impact.
- We guarantee accurate, compliant filings with proactive client communication.
What people say
Expertise in complex tax situations
Personalized service approach
Community commitment
Accurate filings
Proactive planning
Services
Individual Tax Preparation
Comprehensive tax preparation for individuals with complex financial situations, including real estate owners, freelancers, and high-net-worth clients. Our CPAs ensure accurate deductions, compliance with evolving tax laws, and strategic planning for life changes like retirement or property acquisitions. We specialize in repairing past filing errors and maximizing refunds through detailed analysis of income sources and eligible credits.
Small Business Tax Services
Full-service tax solutions for Oregon-based small businesses with 1-75 employees. We handle federal/state filings, payroll tax compliance, and multi-jurisdictional tax challenges while identifying overlooked deductions. Our team provides year-round consultation for business acquisitions, expansions, and tax-free exchanges, helping clients recover past overpayments and optimize cash flow through proactive planning strategies.
Bookkeeping Services
Ongoing bookkeeping support to maintain accurate financial records for small businesses. We manage accounts payable/receivable, payroll processing, and financial statement preparation, ensuring real-time visibility into business performance. Our systems help clients track expenses, prepare for audits, and make informed decisions while maintaining compliance with accounting standards and tax regulations.
Tax Planning Consultation
Proactive tax planning services to minimize liabilities and maximize savings throughout the year. We analyze clients' financial situations to optimize withholding strategies, retirement contributions, and investment decisions. Our experts provide tailored advice on real estate transactions, estate planning, and business succession to help clients achieve long-term financial goals while staying ahead of regulatory changes.
Payroll Services
Comprehensive payroll management for small businesses, including tax withholding calculations, wage disbursements, and regulatory compliance. We handle federal/state tax filings, W-2 processing, and year-end reporting while ensuring adherence to labor laws. Our services reduce administrative burdens and mitigate risks associated with payroll tax errors or late payments.
People
Carrie Huffman
Owner & Certified Public Accountant
Carrie founded Huffman Tax & Accounting after 20+ years in public accounting, including roles at regional firms. She specializes in business tax strategy and community-focused financial solutions, holding a CPA license and degrees from University of Oregon and Portland State University.
Chad W. English
Certified Public Accountant
With 20+ years in public accounting, Chad provides expertise in multi-state tax compliance for construction, real estate, and service industries. He previously served as Tax Director at a regional firm, emphasizing client relationships and ethical service delivery.
Kate Olson
Tax Manager & Enrolled Agent
Kate brings 20 years of experience in individual taxes and estate planning. A former professional at Hoffman, Stewart & Schmidt, she focuses on accurate filings and personalized client service, holding an accounting degree from Linfield College.
Trang Truong
Senior Staff Accountant & Enrolled Agent
Trang manages payroll and tax preparation, combining her accounting degree from Portland State University with practical expertise. She specializes in supporting small businesses with day-to-day financial operations and compliance requirements.
Megan Xaybanha
Staff Accountant
A recent graduate with honors in Accounting and Business Technology, Megan assists small businesses and underserved communities. She is pursuing CPA certification while providing data-driven financial solutions and client support.
Questions
What tax services do you offer for small businesses?
We provide business tax preparation, payroll services, bookkeeping, multi-state compliance, and strategic planning for growth or succession.
Do you handle complex individual tax situations?
Yes, we specialize in real estate owners, freelancers, high-net-worth individuals, and clients with complex filing histories.
Are you accepting new clients?
We are currently not accepting new clients but welcome inquiries for future availability.
What are your tax season hours?
Jan 22 - April 15: Mon-Fri 9am-6pm, Sat 9am-2pm. Off-season: Mon-Fri 9am-3:30pm.
How do you support community organizations?
We contribute to over 25 local groups focused on equity, education, and environmental conservation through financial and volunteer support.
What certifications do your team members hold?
Our team includes Certified Public Accountants (CPAs) and Enrolled Agents (EAs) with specialized tax expertise.
