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About PDX Tax

PDX Tax is a small, family-run practice based in Portland and serving clients near and far. As a fully cloud-based firm, we make it easy to share documents, sign forms, and stay on top of deadlines without extra meetings. We combine practical advice with friendly service so owners can focus on the work they love while their numbers stay on track.

Personal Tax & Bookkeeping
Support for Long-Term Success

Our clients receive a single partner for bookkeeping and taxes, as well as practical guidance and steady support throughout the year. Small on purpose, PDX Tax builds long-term relationships, treats each file with care, and focuses on the details that help owners make better decisions.

We keep our word, protect your interests, and earn confidence through consistent follow through.

Our intentionally small size allows us the ability to pay special attention to the details.

Easy to understand explanations and obvious next steps so you always know what to do.

Fully digital from day one with easy scheduling, a secure portal, e signatures, and responsive support.

Let’s Work Together

Have a question or want to talk through your numbers? Reach out now and get a clear plan and price.

Meet Our Team

PDX Tax is a mother and son team in Portland serving local businesses and clients beyond the area with clean books and confident tax filing.

Drew started his tax career in 2016 as a Licensed Tax Preparer. He received his Undergraduate Degree in Accounting from Portland State University. Using that knowledge and experience, Drew is passionate about building relationships with members of the community and small business owners to help them navigate the complexities of federal, state and local tax compliance.

Catherine has prepared taxes in the Portland Metro area for over 30 years. She has an MBA from Southern Illinois University Edwardsville, which has allowed her to teach accounting for universities and tax organizations. Catherine is a Licensed Tax Consultant and an Enrolled Agent allowing her to represent her clients before the IRS. Her knowledge has been key in growing PDX Bookkeeping and Tax over the years to better serve the local community.

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Our Story

PDX’s story begins in the Air Force, where Catherine saw peers and young families stressed by taxes they did not understand. She volunteered with the VITA program, taught IRS sessions, and sat beside people until the numbers made sense, because a generous spirit felt like the right way to serve. That same intention shaped the firm she opened in 2000 and the bookkeeping practice she added in 2007. She grew it one relationship at a time, explaining things clearly, charging fairly, and staying available. Many of those earliest clients are still with us today.

Drew joined in 2015 after leaving a corporate path that did not fit. He discovered what Catherine had known for years: the real reward is helping someone through a hard thing with patience and care. He finished his accounting degree, spent time at a large regional firm, and brought back modern systems that make a small practice faster and more reliable. When the world went remote, he helped shape a fully digital experience that gives clients calm, clarity, and fewer errors.

That original spirit still guides everything. We choose people over polish, dignity over jargon, and relationships over transactions. The team offers thoughtful help to those who need it most, keeps fees transparent, and never makes anyone feel small for asking questions. With a secure portal and quick replies, clients feel known, supported, and in control. The result is not just accurate returns and clean books. It is trust built over years and the steady confidence that someone who cares is in your corner.

The PDX Experience

PDX Tax partners with clients who prefer a remote office experience. Meetings happen by video when you need them, and our secure portal keeps documents, e-signatures, messages, and real time status in one place. It is a great fit for founders on the move, distributed teams, and individuals who value privacy and speed. Upload once, track progress anytime, and approve work without printing or extra meetings. We’re a great fit it you are:

  • Small business owners with under 100 employees
  • Companies without an in-house bookkeeper
  • Individuals who prefer fully digital workflows
  • Individuals with complex tax situations
  • Employees with equity compensation or a recent liquidity event
  • People navigating real estate investments, stock sales, or digital assets like cryptocurrency
  • Businesses dealing with Oregon CAT and Portland area local taxes
  • Partners or shareholders who receive K-1s
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Let’s Work Together

Your all digital partner for clean books and confident filing. We unite bookkeeping and tax under one roof, bring deep expertise, and stay proactive so you can make better decisions year round.

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Start Today

We are a small business. Unlike big-box tax prep companies, we keep it intimate and casual.
Reach out to get started!