Heather's Tax Service & More Review: Oregon Tax Help With Published Starting Prices

What Heather's Tax Service & More Offers

Heather's Tax Service & More sells six services from one practice. The services and prices page lists them:

• Tax preparation for individual, business, self-employed, multi-state, back-tax, and rental property returns, prepared and signed by an enrolled agent.
• Bookkeeping, including monthly books, catch-up cleanup, and QuickBooks setup.
• Payroll, with Oregon Paid Leave, transit taxes, and local withholding handled in the same run.
• Tax planning for entity choice, quarterly estimates, and year-end moves.
• IRS representation for audits, notices, collections, and appeals.
• Notary services at both offices, including loan signings.

Having books, payroll, and the return under one roof means the person preparing your return can see the ledger behind it. That matters most for a small business or landlord, where a messy year of books becomes a messy return.

Heather's says every return is prepared in-house and nothing is sent offshore. The person who prepared your return is the person you can call if a letter arrives months later.

Heather's Tax Service Pros and Cons

Heather's strongest points are published prices and named, licensed preparers. Its limits are that every price is a floor and that the clearest fit is an Oregon or southwest Washington filer.

What works in Heather's favor:

• Six starting prices are on the website, so you can rule Heather's in or out before a call.
• Three named people, with license numbers listed for the two preparers.
• An enrolled agent signs returns and can represent you before the IRS with a power of attorney.
• No percentage-of-refund fees. Fees are due when the return is filed.
• Portland-area local taxes and Oregon and Washington cross-border returns are stated specialties.
• The return price includes the conversation afterward, and reading a later IRS or Oregon letter about that return is not billed as a new engagement.

What works against it:

• The listed prices are minimums. Extra states, schedules, investment activity, or a prior-year fix raise the fee.
• Payroll, tax planning, and representation have no published price at all.
• The free 15-minute intro call covers fit only. No tax advice is given on it.
• Remote service is offered nationwide, but most multi-state work Heather's describes involves Oregon, Washington, California, Idaho, and Arizona. Confirm fit for other states first.

Heather's Tax Service Prices

Heather's Tax Service & More publishes starting prices as of September 2026. The exact fee is quoted before any work begins.

The structure matters for a business owner. A Schedule C or Schedule E business sits inside your personal return, in the $525 band. An S corporation, C corporation, or partnership files its own return, starting at $1,900, and you still have a personal return. That is two engagements and two fees.

A sole proprietor with one Schedule C pays at least $525. Form an S corporation, and the floor becomes $1,900 for the business return plus at least $385 for the personal return, or $2,285 before any extras. Run that against the payroll-tax savings in our S corp tax calculator before you elect.

The price of a return includes the federal and state filing, an in-house review before you sign, a comparison against last year, e-filing, and the follow-up conversation. Bookkeeping is billed hourly from $85, and Heather's says the monthly cost usually settles once catch-up months are done.

Who Prepares Your Return at Heather's

Heather's names three people on its about page, each with a different credential:

• Heather Perkins, owner, Enrolled Agent 00160070-EA and Oregon Licensed Tax Consultant 35746-C. Heather's says Heather Perkins has prepared individual and business returns across the Portland metro and the Columbia Gorge for more than a decade.
• Pam Wagner, Oregon Licensed Tax Preparer 1924349-P, who prepares individual, small business, farm, and rental returns.
• Katie Wells, bookkeeper, with more than 25 years of small business bookkeeping and payroll.

The credentials do different jobs. The IRS says enrolled agents have unlimited practice rights, so Heather Perkins can deal with the IRS for you on audits, collections, and appeals. Oregon licenses preparers and consultants through the Oregon Board of Tax Practitioners. Heather's own representation page says an Oregon preparer or consultant license alone carries only limited representation rights.

You can check the Oregon license numbers yourself on the board's licensee lookup. For how an enrolled agent compares with a certified public accountant (CPA) or a tax attorney, see our comparison of tax attorneys, CPAs, and enrolled agents.

Oregon Local Taxes and Cross-Border Returns

Heather's Tax Service & More checks three Portland-area local taxes alongside your Oregon return: the Metro Supportive Housing Services (SHS) tax, Multnomah County Preschool for All, and the Portland Arts Tax. Its Oregon and Portland taxes guide also covers the Oregon Corporate Activity Tax (CAT) that businesses owe on commercial activity above $1 million. Which ones apply depends on your exact street address, and Heather's warns that a ZIP code can hold addresses both inside and outside each district.

Cross-border returns are the other specialty. Heather's Oregon and Washington guide explains the split it works from. Oregon taxes its residents on all income, while it taxes a Washington resident only on work physically performed in Oregon. A Vancouver resident who works some days from home for a Portland employer may be able to recover Oregon tax withheld on those home days.

That recovery turns on your own records of where you worked each day. Keep a simple calendar of office, field, and home days through the year, and bring it to the appointment.

Offices, Hours, and Remote Service

Heather's Tax Service & More has two offices, about 90 minutes apart:

• Clackamas: 9136 SE St Helens Street, Suite J, Clackamas, OR 97015. From January 11 to April 15, it is open Monday to Thursday 9am to 6pm, Friday 9am to 5pm, and weekends 10am to 4pm. The rest of the year is by appointment.
• The Dalles: 119 East 2nd Street, Suite 207, The Dalles, OR 97058. Open by appointment all year.

The local service area is the Portland metro, southwest Washington, and the Columbia River Gorge. That covers Clackamas, Multnomah, Washington, and Yamhill counties in Oregon and Clark County in Washington. Clients elsewhere upload documents securely and meet by phone or video.

The phone line is 503-785-3200. Heather's contact page says the online form gets a reply within a business day, and it asks you not to send Social Security numbers or tax documents through that form. Secure document exchange is set up once you hire them.

Who Should Skip Heather's Tax Service

Skip Heather's if you want a guaranteed all-in price before you share any documents. The published figures are floors, and the final fee depends on your states, schedules, and books. A flat-fee online service, or a preparer who quotes from an intake form, fits that need better.

Skip it if you need face-to-face help and live far from Clackamas or The Dalles. Remote service works for most returns, but a local preparer you can visit is the better buy if you want to sit across a desk every spring.

Skip it if your case needs a tax attorney, such as a criminal investigation or a dispute headed to court. An enrolled agent can represent you before the IRS, but a legal defense is a different hire. Our guide on how to choose a CPA or tax adviser covers which credential fits which problem.

What Would Change Our Verdict on Heather's

Our verdict rests on three things Heather's puts in writing today: published starting prices, named and licensed preparers, and a fee quoted before work begins. If any of those changed, so would this review.

Published starting ranges for payroll and IRS representation would make Heather's easier to compare on those services. A plain list of what each return band includes, such as how many states or schedules the $385 price covers, would close the gap between a floor and a quote.

The verdict would turn against Heather's if it began charging a percentage of refunds or stopped quoting before work. Its current policy rules out both.

The Verdict on Heather's Tax Service & More

Heather's Tax Service & More is a strong pick for Oregon filers, Portland-area residents with local taxes to sort out, and Washington residents with Oregon paychecks. You get an enrolled agent, posted starting prices, and books, payroll, and the return in one practice. You give up a fixed all-in price, and filers outside the Pacific Northwest should confirm fit first.

Book the free 15-minute intro call through Heather's scheduling page or call 503-785-3200. Bring last year's federal and state returns, a list of what changed this year, and any IRS or Oregon letters. Ask for the exact fee in writing before you hand over documents, and run your quarterly payments through our quarterly estimated tax calculator if you are self-employed.

Frequently asked questions