COMPREHENSIVE TAX SERVICE, LLC

What COMPREHENSIVE TAX SERVICE, LLC does

Comprehensive Tax Service, LLC is a privately held, single-practitioner tax preparation and consulting firm based in Oregon City, Oregon, founded in 2011 and owned and operated by Yvonne A. Schwartz, an Enrolled Agent (#84228) and Oregon Licensed Tax Consultant (#27789C) with over 20 years of tax consulting experience. The firm prepares federal Form 1040 personal income tax returns, Form 1041 fiduciary income tax returns for estates and trusts, and Form 709 gift tax returns, and provides complementary IRS Representation Services and Notary Public Services. It holds IRS Authorized e-File Provider status, enabling electronic filing of federal returns, and uses computerized tax preparation and research software to support accuracy and efficiency.

The business operates a direct-to-consumer, local-services go-to-market model from a single physical office at 729 Molalla Ave. Suite 5, Oregon City, with seasonal hours during tax season (9 to 6 Monday-Friday, Saturday by appointment) and reduced off-season hours. Client acquisition channels are limited to the firm's website (comprehensivetax.net), a Facebook page, and grassroots local presence supported by the owner's professional association involvement (former President, Clackamas Chapter of the Oregon Association of Tax Consultants). Revenue is generated entirely through professional service fees for tax preparation, representation, and notary work; pricing is not publicly disclosed and is quoted on inquiry.

There is no evidence of funding, external investors, parent entities, M&A activity, employees beyond the owner, technology platforms, mobile apps, APIs, or AI capabilities. The firm is a traditional, relationship-driven local services business whose principal asset is the credentialed expertise of its sole practitioner, with a market footprint spanning Oregon and Washington but operational concentration entirely in Oregon City.

Name

COMPREHENSIVE TAX SERVICE, LLC

Legal name

Comprehensive Tax Service LLC

Website

https://comprehensivetax.net

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Short description

Comprehensive Tax Service, LLC is a privately held, single-practitioner tax preparation firm in Oregon City, Oregon, serving individual taxpayers, estates, and trusts across Oregon and Washington with Form 1040, 1041, and 709 preparation, IRS representation, and notary services.

Ownership category

akta.pro rank

Product category

Tax Preparation Services

NAICS

Tax Preparation Services (541213), Offices of Certified Public Accountants (541211)

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

akta.pro secondary industries

Tax Return Filing, Processing & Assessment (BPAIADAC), Revenue Systems, E-Filing & Digital Tax Administration (BPAIADAO)

Keywords

• Tax preparation services
• IRS e-file provider
• Fiduciary income tax
• Tax representation services
• Notary public services

Headquarters

HQ city

Oregon City

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Infrastructure

Revenue model

1. Tax Preparation Services: Professional tax preparation services for individuals (Federal Form 1040), fiduciary income taxes (Form 1041 for estates and trusts), and gift tax returns (Form 709). Revenue generated through service fees for tax preparation and filing services.
2. Notary Public Services: Notarization of important documents for clients.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Comprehensive Tax Service, LLC provides professional tax preparation and filing services for individual taxpayers, estates, and trusts using computerized tax preparation and research software. The firm also offers IRS tax representation services and notary public services delivered primarily through in-person consultations at its Oregon City, OR office.

Product overview

COMPREHENSIVE TAX SERVICE, LLC is a traditional tax preparation and filing service provider offering a single integrated suite of services centered around tax return preparation for individuals, trusts, and estates. The core offering is Tax Preparation Services, which includes Federal Form 1040 (Personal Income Tax), Form 1041 (Fiduciary Income Taxes for Estates and Trusts), and Form 709 (Gift Tax Returns). Additional services include Notary Public and Tax Representation Services. The company uses computerized tax preparation and research software and positions itself as an IRS Authorized e-File Provider. All services are delivered through in-person consultations at their Oregon City, OR office location.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation Services Computerized preparation and filing of personal, fiduciary, and gift tax returns for individual taxpayers, estates, and trusts in Oregon and Washington, using tax preparation and research software for accuracy and efficiency.
• Notary Public Services Notarization of important documents for tax preparation and related clients, provided as an additional in-office service.
• Tax Representation Services Designated representation to the IRS on behalf of clients regarding return preparation issues, payment and refund matters, and mathematical errors on filed returns.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators1 record

Recent moves4 records

Expansion highlights2 records

Broad incumbents

• H&R Block: Largest U.S. retail tax preparation chain with thousands of offices offering Form 1040 prep, e-file, and audit support. Directly comparable as a walk-in retail tax preparer, but at vastly greater scale and brand reach than Comprehensive Tax Service.
• KPMG US Personal Services / Private Client Services: Big Four firm offering high-complexity individual, trust, and gift tax preparation through its Private Client Services practice. Comparable on the 1041/709 fiduciary work that Comprehensive Tax Service performs, but at the high-complexity, high-net-worth end of the same market.

Regional players

• Clackamas County CPA Firms (regional): Local CPA and EA practices operating in the Clackamas County / Oregon City area. They serve overlapping individual, trust, and small-business tax clients with comparable in-person delivery but typically with broader year-round accounting services.

Emerging players

• Intuit TurboTax: DIY tax software used by tens of millions of individual filers. Not a walk-in competitor, but competes directly for Comprehensive Tax Service's individual 1040 customer base and is the principal disruptive force in the segment.
• TaxAct: Lower-priced DIY and professional tax software platform. Competes with Comprehensive Tax Service for cost-sensitive individual filers and small-firm preparers, putting price pressure on entry-level preparation fees.

Others

• Oregon Association of Tax Consultants Member Firms: Other licensed Oregon tax consultant practices belonging to the same professional association in which Comprehensive Tax Service's owner was a chapter president. They are direct category peers serving Oregon/Washington taxpayers.
• Drake Software: Professional tax preparation software widely used by independent tax preparers and small firms. Comparable because Comprehensive Tax Service relies on this category of off-the-shelf computerized tax software for its core service delivery.

Direct peers

• Block Advisors (H&R Block SMB arm): H&R Block's small-business and advisory services arm providing tax preparation, bookkeeping, and advisory for small businesses and individuals year-round. Comparable to Comprehensive Tax Service's integrated tax-plus-financial-planning approach but with national brand backing.
• Liberty Tax: National walk-in tax preparation franchise serving individual filers with seasonal office hours, very similar in delivery model and customer segment to Comprehensive Tax Service, but with a multi-office franchise footprint.
• Jackson Hewitt: National retail tax preparation chain offering in-person 1040 preparation and e-file through seasonal offices. Closely comparable business model and target customer to Comprehensive Tax Service.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/ComprehensiveTaxSvc
• LinkedInlinkedin.com/company/comprehensive-tax-service-llc

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about COMPREHENSIVE TAX SERVICE, LLC