tax services & estate planning

for creative professionals

tax services & estate planning

for creative professionals

Who We Are

The days of the stodgy accountant are over. We go beyond the cold numbers, providing tax services and planning with a personal connection to our clients. Based in Portland, Oregon, we remotely serve clients across the US. Our practice is fully paperless and online — and yes, we want to see your pets during video meetings. Wherever you are in life — from starting a career, growing your business, or planning for retirement — we are there for you with compassion and competence.

The days of the stodgy accountant are over.

Our practice is fully paperless and online — and we want to see your pets during video meetings.

Wherever you are in life, we are there for you with compassion and competence.

Photo of a woman smiling, pictured from the shoulders up. She sits outside in front of a fountain, with trees and bridge in the background.

Kate Krater, CPA

introvert

cat lover

she/her/hers

email

Photograph of a man with beard and glasses, seated outside in an urban setting. He is pictured from the shoulders up and is smiling.

Jeff Kyle, CPA

extrovert

dog lover

he/him/his

email

Hailing from the East Coast, Kate graduated with a B.A. in psychology from Reed College, then took a brief detour through law school before discovering her real calling was in accounting and tax. After obtaining a post-bacc certificate in accounting from Portland State University, she worked for several years specializing in trusts and estates at two Portland accounting firms. When she's not crunching numbers, she enjoys all kinds of fabric craft - knitting, sewing, and embroidery — as well as baking a pretty decent chocolate cake.

Rocks in the ocean at the Oregon Coast. Tall rocks stand in the water in the distance. Gentle waves roll in.

The Portland White Stag neon sign at dusk. The neon sign is lit up with an outline of the state of Oregon, a whit deer, ad the words "Portland, Oregon Old Town"

Jeff earned an associate's degree in accounting from Front Range Community College, and a B.S. in accounting from Portland State University. He started working for a New Jersey accounting firm in 2014 before moving to Portland and specializing in tax services for individuals and trusts. In his spare time, he enjoys indoor bouldering, and has found working on his new house very rewarding.

We are an LGBTQ-friendly, sex-positive, no-judgment firm.

You are welcome here.

Our Services

Tax Services

We provide a full slate of income tax services for businesses and individuals, from preparing your return to preparing for your financial future. We focus on serving creative professionals, including:

Writers

Visual artists & photographers

Musicians

Actors & entertainers

Coders & developers

Artisans & handcrafters

Wineries & breweries

Adult entertainers

Creative nonprofits

A tabby cat wearing a collared shirt and blue sweater sits behind a cash drawer and a pile of dollar bills

Stock image of calculator and financial documents on a desk

Fiduciary & Estate Services

There are only two certainties in life — death and taxes. We provide planning and compliance services for trusts, estates, and gifting, including:

Gift tax returns

Trust & estate income tax returns

Federal & state estate tax returns

Fiduciary bookkeeping services

Estate & legacy planning

Planning for retirement

Charitable gift planning

Charitable trust tax returns

Contact Us

Click here to be added to our waitlist for 2023 tax preparation (returns due April 2024)

Phone: (503) 489-7984

Mail: 7901 SE Powell Blvd Ste B #324, Portland, OR 97206

This is a mailing address only.

We do not have a public office location.