Kim Albert CPA PC

Who we serve

We work with clients at many stages of life, including:

• Individuals and families needing annual tax returns and year-round guidance
• Young professionals and first-time filers
• Established small business owners
• Trustees and beneficiaries who need help with trust-related tax matters
• Long-time Portland residents who have worked with us for many years

We serve clients in the Portland, OR area and also work with clients outside the immediate area using secure digital tools.

Experience and background

• More than 35 years of experience in tax and accounting
• Led by founder Kim Albert, a CPA with an attorney background (currently non-practicing)
• Deep experience with complex, multi-layered tax situations and long-term planning

How we work with clients

• Emphasis on long-term relationships and continuity over many years
• Flexible, relationship-focused approach rather than a high-pressure, corporate environment
• Focus on clear explanations so clients understand their options and next steps
• Welcoming office culture, including our office dog, Skywalker

If you need detailed or personalized advice, we encourage you to contact the firm directly so a professional can review your specific situation.

Our individual tax services are designed for:

• Individuals and families with straightforward or complex tax situations
• People with multi-state filing needs
• Taxpayers with investment, retirement, or equity compensation income
• Clients experiencing major life changes such as marriage, buying a home, or inheriting assets

What is included

Individual tax services typically include:

• Preparation of federal and state individual income tax returns (1040s)
• Support for complex or multi-layered tax situations
• Guidance on investment and retirement-related tax issues
• Assistance with tax implications of major life events

Tax planning and year-round guidance

We encourage clients to treat tax planning as a year-round process rather than a once-a-year event. Depending on your needs, planning support may include:

• Reviewing estimated payments and withholding
• Considering the timing of income, deductions, and major transactions
• Planning charitable contributions in a tax-efficient way
• Coordinating with retirement and investment decisions

For personalized recommendations, clients should contact the firm directly so a professional can review their full situation.

Kim Albert CPA PC supports small business owners with both tax and bookkeeping needs.

Small business tax services

For small businesses, we provide:

• Tax preparation for business entities
• Ongoing tax planning to help reduce surprises and support long-term stability
• Guidance on estimated tax payments
• Support with multi-state tax issues where applicable

Our focus is on practical, strategic advice that helps owners make informed decisions and manage tax obligations throughout the year.

Bookkeeping services

We also provide bookkeeping services designed to keep business finances organized and up to date, which can include:

• Ongoing financial recordkeeping and organization
• Monthly tracking and categorization of income and expenses
• Basic financial insights that help owners stay informed and in control

Bookkeeping and tax services are coordinated so that business owners have a clearer picture of their numbers and how they affect tax planning.

For details about how these services may apply to a specific business, please contact the firm directly.

Kim Albert CPA PC provides tax services for trusts and estates.

Who these services are for

Our trust and estate tax services are designed for:

• Trustees responsible for managing trust or estate assets
• Beneficiaries who need help understanding tax filings related to inherited assets
• Families working through estate or inheritance-related tax questions

What we do

We assist with:

• Preparing fiduciary income tax returns for trusts and estates
• Helping trustees and beneficiaries understand their tax obligations
• Providing guidance so clients can manage fiduciary responsibilities with confidence

Trust and estate taxation can be complex, especially for those who are new to these roles. Our goal is to provide clear, supportive guidance so that filings are handled accurately and on time.

For trust or estate situations, clients should contact the firm directly so a professional can review the specific details.

• Address: 5200 S Macadam Ave, Suite 450, Portland, OR 97239

How to contact the firm

• Phone: (503) 343-6123
• Website: https://www.kimalbertcpa.com

Clients can also use the secure client portals linked on the website to exchange documents with the firm.

New client status

As noted on the firm's website, Kim Albert CPA PC is not currently taking new clients.

Existing clients can continue to contact the office by phone or through the website for support.

Remote and virtual services

In addition to serving local clients in the Portland area, the firm works with clients outside the immediate area using secure digital tools and virtual communication, where appropriate.

Lists Portland as a location. Names Oregon and Portland as a service area. Areas beyond these are not published.

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