Huffman Tax and Accounting LLC

The team works with clients from a place of integrity, using deep tax and accounting knowledge to be attentive to each client's needs.

The Team

Carrie Huffman, CPA – Owner

• Certified Public Accountant.
• Has worked in public accounting since 2002, starting at Paul Abbott and Associates.
• Joined Paul Abbott in practice in 2015 as Abbott Huffman CPAs.
• Now the owner of Huffman Tax and Accounting LLC.
• Extensive experience working with owners and accounting staff of closely held businesses.
• Former Tax Manager at Hoffman, Stewart and Schmidt, PC, a mid-sized regional accounting firm in Lake Oswego.

Chad W. English, CPA

• Certified Public Accountant with over 20 years of public accounting experience.
• Previously a Tax Director at a mid-sized regional accounting firm in Lake Oswego for 18 years.
• Provides tax services for individuals, estates and trusts, and closely held companies in industries such as construction, real estate, and services.
• Specializes in multi-state and local tax issues for individuals and businesses.

Trang Truong, EA – Senior Staff Accountant

• Enrolled Agent and Licensed Tax Consultant.
• Manages payroll and provides bookkeeping and tax preparation services.
• Has worked in the office since 2014.
• Holds a bachelor's degree in Accounting from Portland State University.

Kate Olson, EA – Tax Manager

• Enrolled Agent with about 20 years of experience in public accounting.
• Focuses primarily on individual taxes, estates, and trusts.
• Previously worked for many years at a mid-sized regional firm in Lake Oswego.
• Emphasizes strong customer service, developed from experience in a family-owned pharmacy.

Megan Xaybanha – Staff Accountant

• Holds a Bachelor of Science in Accounting and Business Technology and Analytics.
• Graduated summa cum laude and received School of Business Honors for academic excellence and leadership.
• Passionate about helping small businesses and underserved communities achieve their financial goals.
• Currently studying for the CPA exam.

Tenacity Remington – Office Manager

• Office Manager responsible for front-desk communications, phones, and emails.
• Lewis and Clark College graduate with a BA in French Language.

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The team at Huffman Tax and Accounting LLC combines extensive technical knowledge with a focus on relationships and clear communication to support their clients' tax and accounting needs.

They work with:

• People at the beginnings of their careers through to those who are retiring.
• Freelancers and gig workers with multiple revenue sources.
• Individuals who own multiple properties.
• Individuals who have had difficulty with a previous accountant and need help correcting past issues.

When Individual Clients Typically Seek Help

You may benefit from working with Huffman Tax and Accounting if you have:

• Outgrown basic tax software such as TurboTax.
• Outgrown your current tax preparer.
• Recent changes to your income or financial situation.
• No time to learn new or changing tax laws.

Individual Services Offered

For individual clients, Huffman Tax and Accounting can:

• Prepare federal, state, and local income tax returns.
• Provide tax and transaction planning throughout the year.
• Consult on real estate acquisition and operation, including tax-free exchanges.
• Consult on investment taxation.
• Plan for changes in income due to retirement.
• Provide basic financial and estate planning.
• Prepare estate and trust tax returns.

The goal is to help you feel at ease, ensure you have the right information in place, and file complete and accurate tax returns.

Small Business Tax and Accounting Services

Huffman Tax and Accounting LLC serves small business clients and understands the financial challenges that small business owners face.

Typical Small Business Clients

Huffman Tax and Accounting typically works with small businesses that:

• Have approximately 1–75 employees.
• Are doing business in Oregon.
• Are motivated to get their business finances in order.

Services for Small Businesses

For small business clients, Huffman Tax and Accounting provides:

• Preparation of federal, state, and local income tax returns.
• Bookkeeping and payroll services.
• Tax and transaction planning throughout the year.
• Consulting regarding business purchases, business sales, and starting a new business.
• Consultation on real estate acquisition and operation, including tax-free exchanges.

Approach for Small Businesses

The firm recognizes that many small businesses are overpaying taxes simply because they are unaware of all available deductions and credits. By asking detailed questions about how your business operates, the team works to identify issues related to payroll, employee liabilities, and state and out-of-state taxes that may be affecting your bottom line.

Where possible, they may help identify credits or adjustments that could result in refunds from prior years, based on your specific situation and eligibility.

The overall goal is to help small businesses get the best possible tax outcomes and keep their businesses flourishing.

• Monday–Tuesday
• Thursday–Saturday

At your appointment, a tax professional will review your documents and information, check for anything missing, and answer your questions. Current clients also have the option to drop off or mail their tax documents; the firm will then follow up by email or phone.

Current clients can make an appointment with Carrie using her online calendar (as referenced on the firm's client information page).

How Current Clients Should Prepare

Organizing Individual Tax Documents

• Most returning clients receive a client tax organizer in mid-January to help gather tax documents and information in one place.
• For existing clients, the organizer generally includes prior-year financial information for reference.
• Please gather tax documents such as Forms W-2, 1099, and any Schedules K-1.
• If all tax information is reported on these forms, you can simply provide them without additional schedules.

Organizing Business or Rental Information

If your individual return includes a Schedule C business or rental, or if you need a separate business return prepared, you should provide:

• Detailed depreciation schedules for regular and alternative minimum tax purposes.
• Bookkeeping software reports (if you use software for your business or rental), which can be provided instead of completing the organizer.

If you do not use the organizer, the firm requests that you return it along with your tax information.

What to Bring for Current-Year Tax Preparation

For current-year individual or business tax preparation, current clients are generally asked to bring:

• Copy of the last tax return filed.
• Tax reporting documents (for example, Forms W-2 and 1099).
• Expense documents such as Form 1098 and property tax statements.
• Summary of income and expenses for a business (if applicable).
• Summary of income and expenses for a rental property (if applicable).
• Depreciation schedules for a business or rental.
• Closing statements for any house sale or purchase.

What to Bring for Tax Planning Appointments

For tax planning, current clients are generally asked to bring documents relevant to the planning topic, such as:

• Real estate closing statements.
• Current pay stubs.
• Business income and expense information.

How Returns Are Delivered

• Federal and Oregon tax returns are prepared electronically.
• The firm notifies clients by email when returns are completed.
• Clients then come to the office to pick up copies of their returns, sign the electronic filing authorization Form 8879, and pay the firm's fees.

2405 SE 11th Ave Portland, Oregon 97214

This location serves clients in Portland and the surrounding area.

Contact Details

Current clients can contact Huffman Tax and Accounting LLC using:

• Phone: 503-232-1717
• Fax: (503) 232-1756
• Email: receptionist@htatax.com

Business Hours

Tax Season Hours (January 26 – April 15)

• Monday–Friday: 9:00 am – 6:00 pm
• Saturday: 9:00 am – 2:00 pm

Off-Season Hours (April 16 – January 22)

• Monday–Friday: 9:00 am – 3:30 pm

New Client Policy

According to the firm's current public information, Huffman Tax and Accounting LLC is not accepting new clients at this time.

Existing clients are invited to contact the office by phone, email, or fax with questions or to coordinate their tax and accounting needs.

Ask anyway — the agent will say plainly that it is not published rather than guess.