Business Details
50+ Years
experience
Professional Accounting Services in Portland
Founded in 1948, our firm has built a legacy of excellence in accounting services spanning three generations. We specialize in payroll management, bookkeeping, and tax preparation, combining deep industry expertise with personalized service. Our team of certified professionals holds credentials including Enrolled Agent status, Accredited Tax Advisor, and Accredited Business Advisor designations. With over 70 years of local experience in Portland and ongoing 32-hour annual continuing education requirements, we maintain cutting-edge knowledge of evolving tax laws.Our commitment to precision ensures clients receive accurate filings, strategic tax planning, and comprehensive financial guidance tailored to individual and business needs. We maintain affiliations with key industry organizations like the Oregon Association of Independent Accountants and National Society of Accountants.
Services
Payroll
Bookkeeping
Tax Preparation
Audit Representation
IRS Representation
Details
- Year established: 1948
Highlights and features
- Three generations of accounting expertise since 1948
- Mandatory 32-hour annual continuing education for all staff
- IRS-registered tax return preparers with EA credentials
- Specialized in complex tax situations and business accounting
- Combined 80+ hours of federal/state tax law training per professional
Associations and certifications
- Enrolled Agent
- Accredited Tax Advisor
- Accredited Business Advisor
What people say
Expert tax preparation
Generational expertise
IRS audit support
Detailed explanations
Accurate filings
Services
Tax Preparation
Our comprehensive tax preparation services ensure accurate filings for individuals and businesses. Certified professionals handle complex returns including corporations, partnerships, and non-profits while maximizing deductions. We provide detailed explanations of all tax implications and future planning strategies.
Payroll Services
Full-service payroll management handles all aspects of employee compensation. We process W2 and 1099 payments, manage tax deductions, and ensure compliance with federal, state, and local regulations while providing unlimited expert support.
Bookkeeping
Cost-effective bookkeeping solutions include bank reconciliation, transaction recording, and financial statement preparation. Our services help businesses maintain accurate records and make informed financial decisions through detailed reporting.
Audit Representation
Professional representation during IRS audits protects your interests with expert documentation and communication. Our Enrolled Agents provide authoritative advocacy before tax authorities while resolving compliance issues efficiently.
Tax Consultation
Strategic tax planning services identify opportunities for savings and compliance. We analyze financial situations to optimize filing status, deductions, and credits while preparing for future tax obligations.
People
Susan Robertson
President
Third-generation accountant with Enrolled Agent credentials and 30+ years of experience. Specializes in complex tax returns and business accounting, maintaining 32+ hours of annual tax law education.
Leonil Garlock
Founder
Established the firm in 1948 as West Coast Accounting. Pioneered personalized tax services that became the foundation for three generations of accounting excellence in Portland.
Richard L. Garlock
Former Owner
Took over practice in 1960 as R.L. Garlock, Public Accountant. Expanded services to include business accounting while maintaining the firm's reputation for accuracy and client care.
Questions
What tax services do you offer?
We prepare individual, partnership, corporate, non-profit, and estate tax returns with electronic filing options for federal and state returns.
Do you handle business accounting needs?
Yes, we provide payroll processing, bookkeeping, financial statements, and tax planning services for businesses of all sizes.
What credentials do your staff hold?
Our team includes Enrolled Agents, Accredited Tax Advisors, and Accredited Business Advisors with mandatory 32-hour annual continuing education.
How are your fees determined?
Tax preparation fees depend on return complexity. Bookkeeping is based on monthly hours required. Payroll fees charged hourly with prior cost estimates.
Can you help with IRS issues?
Yes, our Enrolled Agents provide audit representation and resolution services for IRS and state tax authority matters.
What documents should I bring?
Bring Social Security cards, ID, W-2s, 1099s, last year's return, and any tax-related documents like mortgage interest statements or charitable donation records.
