Tax Preparation
- Individual tax returns
- Estate & trust tax returns
- Oregon Form OR-706 estate tax returns
- We are not accepting new partnership or corporate clients
Professional tax & financial services
Welcome to Bookkeeping Tax & Fiduciary Services
Experienced, thoughtful support for tax matters, fiduciary responsibilities, and complex financial questions.
How we can help
Our Services
Specialized tax services and financial analysis, with clear documentation and practical support.
Forensic Financial Analysis & Litigation Support
- Financial record reconstruction
- Transaction tracing and fund analysis
- Identification of financial discrepancies
- Court accountings
- Financial documentation for attorneys
- Litigation and discovery support
Experience & credentials
Meet the Team
Bringing more than 40 years of combined tax licensing experience.
Donna Hines Baert
EA, LTC, RN
EA# 00073580-EA · LTC# 27202-C
donna@bkptax.com- IRS Enrolled Agent
- Oregon Licensed Tax Consultant
- Professional Fiduciary
- RN (Registered Nurse) Advocate
Tami Chapin
LTP, STRP
LTP# 33239-P
tami@bkptax.com- IRS Registered Senior Tax Return Preparer
- Oregon Licensed Tax Preparer
- QuickBooks ProAdvisor
- Professional Fiduciary
Helpful links
Tax Resource Links
Quick access to federal and Oregon tax accounts, refunds, and payments.
We're here to help
Get in Touch
Have a question or ready to get started? Call or email us directly. We look forward to hearing from you.
Phone541-388-9882
Fax541-383-6737
Office locationWork Collective, Office #1, 565 SE 9th St, Bend OR 97702
In person by appointment only · Drop slot available M–F 9am–5pm
In person by appointment only · Drop slot available M–F 9am–5pm
Email us directly
Email Tami
Email Donna
Privacy Policy
Review our Client Consent to Use Tax Information and Privacy Policy.