Individual Tax Services

Serving You, the Individual

At Henderson Gunnerson LLC, our mission is to help you approach your reporting obligations with confidence.

We’re here to serve you, the individual, walking with you through the process and helping you minimize your liabilities within the bounds of tax law. Whether it’s the process, or pricing, we want your experience with us to be second to none.

No mysteries. No surprises. Just great service.

What We Do

We invest the time, through virtual or in-person consultations, to gain a thorough understanding of your tax picture. We want to know you, and we want to know your goals.

We can help you by:

Offering virtual or in-person consultations

Empowering you to better understand federal and state tax laws, and how they impact you

Advising on the tax impact of major life events

Preparing and filing your individual federal return

Preparing and filing your state and/or local tax returns

How We Do It

A Holistic Approach

While most tax firms tend to specialize in either individual or business tax, our diverse experience affords us the privilege of understanding both. We speak to the interplay between the entity and the individual level, offering a holistic approach to your tax picture.

Technology

We firmly believe in leveraging the power of technology to serve our clients, looking for every opportunity to remove unnecessary pain points from our processes. Our best-in-class technology helps us offer a seamless experience from start to finish, keeping your data safe every step of the way.

Our secure client portal provides individuals a one-stop-shop where
they can upload and track outstanding documents, monitor their return progress, electronically sign engagement letters and tax forms, reference tax payment instructions, and even sign up for estimated payment reminders.

Expertise

With social media offering a never ending stream of content, individuals can be inundated with tax “advice” from less than reliable sources. Some of this information is misleading at best, and sometimes completely incorrect.

Individuals come to Henderson Gunnerson LLC not only because they trust us to get their returns right, but also to experience world-class instruction from professionals who love to talk taxes.

From monthly newsletters, to instructional videos, to personalized commentary on returns, we invest significant time and resources to ensure that our clients feel both informed and empowered to confront their taxes head-on.

Our Specialty

When it comes to individual taxation, we consider ourselves experts in the following areas (just to name a few):

Small Business and Passthrough Ownership Reporting (Schedules C & K-1)

Rental Real Estate Activity and Reporting (Schedule E)

Real Estate Professional Status

Major Asset Dispositions

Home Office Deduction

Cryptocurrency & other capital transactions

Oregon state and local filings including the Preschool for All (PFA), Metro, Trimet, and Corporate Activity Tax

Retirement and Social Security Reporting