Tax preparation in Lake Oswego, OR
Lake Oswego (pop. 38,496) has 381 credentialed tax preparers — about 99.0 per 10,000 residents.
Credentialed preparers
381
212 CPAs · 17 EAs · 14 attorneys
Returns filed
23,290
IRS SOI, ZIP-level
Avg. AGI per return
$210,999
Avg. refund
$5,301
51% of returns get one
Self-employment share
19.3%
returns w/ Schedule C income
Use a paid preparer
53%
share of local returns
Free prep returns (VITA)
30
IRS-assisted filings
Need tax help in Lake Oswego?
Answer 4 questions — we'll tell you whether software, a local pro, or a relief specialist fits your situation.
53% of Lake Oswego filers already use a paid preparer — see if it makes sense for you.
Tax services in Lake Oswego
Tax Preparation
Get your federal and state returns prepared and filed correctly.
Tax Relief & Resolution
Owe back taxes? Specialists negotiate with the IRS on your behalf.
Back Taxes & Unfiled Returns
Catch up on years of unfiled returns before the IRS files for you.
Audit Representation
A CPA, EA, or tax attorney deals with the IRS so you don't have to.
Business & S-Corp Tax
Entity returns, payroll tax, deductions, and quarterly planning.
Self-Employed & 1099 Taxes
Schedule C, quarterly estimates, and deductions for freelancers and gig workers.
Crypto & Digital Asset Taxes
Capital gains, DeFi, staking, and the 1099-DA era of crypto reporting.
Amended Returns (1040-X)
Fix a filed return — missed credits, wrong status, forgotten income.
Filing Extensions
More time to file (not to pay) — Form 4868 and what it really does.
IRS Notice Help
Got a letter? Know exactly what it means and what happens next.
Filing stats by ZIP code
Credentialed preparers in Lake Oswego
Full directory →Source: IRS PTIN public data. Listing is informational, not an endorsement.
| Name / Firm | Credential | ZIP | Phone |
|---|---|---|---|
| Hoffman Stewart and Schmidt, P.C.site | Other | 97035-8663 | 503-220-5900 |
| C & M Tax and Accounting LLC | SRTP | 97035 | 503-598-7057 |
| Aldrich CPAs + Advisors LLP | CPA | 97035 | 907-365-2108 |
| Hoffman Stewart & Schmidt PC | CPA | 97035 | — |
| KBF CPAs LLP | CPA | 97035 | — |
| Aldrich Advisors + CPA's | CPA | 97035 | — |
| Aldrich CPA's + Advisorssite | CPA | 97035 | (503) 620-4489 |
| Aegis Financial Advisorysite | EA,SRTP | 97035 | (503) 290-1089 |
| Jennifer L. Allen, CPAsite | CPA | 97034 | 4083863554 |
| H&R Block | EA,SRTP · AFSP | 97035 | 5036360269 |
| Independent Actuaries, Inc. | EAC | 97035 | (503) 520-0848 |
| JOSEPH DALLAS BAILEY CPA PC | CPA | 97035 | 5032390932 |
FAQ
How many tax preparers are in Lake Oswego?
The IRS lists 381 credentialed tax preparers in Lake Oswego, OR — including 212 CPAs, 17 enrolled agents, and 14 tax attorneys.
What's the average tax refund in Lake Oswego?
Returns filed from Lake Oswego ZIP codes average a refund of $5,301, and roughly 51% of returns receive a refund.
Do I need a CPA or can I file myself?
If you have only W-2 income and take the standard deduction, quality software is usually enough. Self-employment income, multiple states, back taxes, or an IRS notice are where a CPA or EA earns their fee.