Accounting and tax for real estate in Lake Oswego, 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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Lake Oswego at a glance

• 191

  real estate firms with paid employees in the ZIP codes 97034 and 97035 that serve Lake Oswego

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

• 10%

  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)

• 12.0

  property managers per 10,000 tax returns filed in its ZIP codes

  Source: derived by Tucker from Census ZIP Code Business Patterns 2023 and IRS Statistics of Income ZIP code data, tax year 2022

Tax offices for Lake Oswego real estate businesses

• 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

Which office assesses and collects property tax for Lake Oswego real estate? In Clackamas County, Oregon, Clackamas County Assessment & Taxation (Assessor/Tax Collector) assesses property and collects property tax.

For the state and federal levels, this page lists Oregon Department of Revenue and IRS Taxpayer Assistance Center - Portland.

A proxy estimate from Tucker CPA is that 10% of returns filed from ZIP codes 97034 and 97035 report rental or royalty income. Tucker CPA also derived 12.0 property managers per 10,000 tax returns filed in those ZIP codes.

Brent keeps monthly accounting by property and prepares individual returns, rental activity included, for real estate clients in Lake Oswego.

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