Accounting and tax for real estate in Happy Valley, delivered remotely

Sound familiar?

• You want a clearer picture of each property.

  Books kept property by property show what each one earns and costs — and carry straight through to your return.

• Properties held in partnerships or LLCs.

  Coordinate the returns and reporting required for your properties and entities with your individual tax return.

• A purchase, sale or refinance is coming.

  The tax effect of a transaction is best understood before it closes, not after. Talk it through with Brent while the choices are still open.

Your situation isn’t on this list? Tell us about it — every engagement starts with a conversation.

How we help.

• Monthly accounting

  Property-level books, reconciled and reported.

• Individual returns with rental properties

  Federal and state, rental activity included.

Services and starting prices.

• 01

  Tax Preparation

  From $300

  Individual returns (federal and one state) from $300; business returns from $750.

• 02

  Accounting + Tax + Planning

  From $900/mo

  Monthly accounting and reporting, business and owner tax returns, proactive tax planning and year-round CPA access.

  Founding Client Rate: $825/month for your first 12 months when you engage by March 31, 2027. Terms

• 03

  Monthly Accounting

  From $400/mo

  Transaction categorization, account reconciliations, financial statements and regular accounting support.

Starting prices. Your scope and price are agreed in writing before work begins.

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Happy Valley at a glance

• 73

  real estate firms with paid employees in the ZIP codes 97086 and 97089 that serve Happy Valley

  Source: U.S. Census Bureau, ZIP Code Business Patterns 2023

• 9%

  share of returns with rental or royalty income (proxy)

  Source: derived by Tucker from IRS Statistics of Income ZIP code data, tax year 2022 (returns filed from the place’s ZIP codes, a proxy for the place)

Tax offices for Happy Valley real estate businesses

• City of Happy Valley Community Services Department (Business Licenses)

  City business tax and licenses.

  Phone (503) 783-3800

  Official website

• Clackamas County Assessment & Taxation (Assessor/Tax Collector)

  County property tax collection and assessment.

  150 Beavercreek Road, Room #135, Oregon City, OR 97045

  Phone 503-655-8671

  Official website

• Oregon Department of Revenue

  State tax and revenue agency.

  Phone 503-378-4988

  Official website

• IRS Taxpayer Assistance Center - Portland

  Federal tax help in person.

  1220 SW Third Ave., Portland, OR 97204

  Phone (503) 265-3501

  Official website

In Clackamas County, Oregon, one office, Clackamas County Assessment & Taxation (Assessor/Tax Collector), collects property tax and assesses property. Within Happy Valley, the City of Happy Valley Community Services Department (Business Licenses) is the listing for local taxes.

The Oregon Department of Revenue covers the state level, and the IRS Taxpayer Assistance Center - Portland covers the federal level.

Census ZIP Code Business Patterns 2023 counts 73 real estate firms that have paid employees in ZIP codes 97086 and 97089.

For real estate clients in Happy Valley who own rentals, Brent keeps monthly accounting property by property and plans taxes with them through the year.

Source: each office's official website, checked October 16, 2026.