We are not taking new tax clients at this time.  Returning clients can download a copy of our 2020 Tax Organizer here.  Please note that this tax season is going to be different from those that came before due to the COVID crisis and the CARES act.  We are working as fast as we can while still carving out time to maintain a healthy brain.  Thank you for your patience and understanding!

Magnolia Management is committed to being an anti-racist business. We know that this is work that will never be done, & we will continue to learn & do better & hold ourselves accountable – there is no horizon or endpoint for this. We will make mistakes, and sometimes we’ll have to make choices that are awkward for us, or uncomfortable, or simply take more time or thought, but that’s never a reason to not stand up for what is right & just.  

Being a true ally requires giving up time, money & power, not just when it is convenient, in fact especially when it is not. To that end we do not want to work with clients who don’t agree with the foundational statement that Black Lives Matter. Additionally we are donating 5% of our profits each month to organizations doing the important work of dismantling systemic racism and fighting for equality for BIPOC & trans communities.

We want to do more. We’d like to volunteer our time to any BIPOC owned/led business or organization that could use help with their books. We know many Black-owned shops & restaurants are experiencing an increased volume of business currently, which is fantastic but can also be overwhelming. If this is you or you know someone who could use assistance, please pass along our info & we’d be happy to help.

We offer bookkeeping, tax preparation services, budgeting and business advising for small businesses and individuals. Our mailing address is PO Box 960 Willamina OR 97396.  Our Portland office is at 800 SE 10th Avenue.

Marian Rose Lucas  :: Bookkeeper & Licensed Tax Consultant
Marian started Magnolia Management in 2009 to offer bookkeeping and tax preparation services for small businesses. She enjoys filling out forms, organizing paperwork and the satisfaction of a balanced balance sheet.  When she isn’t working she enjoys gardening, creating tiny paper worlds, and spending time with her menagerie of ridiculous animals and her husband Eric.

Allie Medeiros :: Administrator & Bookkeeper
Allie is a recovering Sheet Metal Worker who has a passion for organization and spreadsheets. They have returned to their accounting roots and love working with small businesses to help them achieve their financial goals and organizational dreams. To be honest, when not working Allie is watching lots of television & petting their cats, who are perfect nerds.

Leah Capps :: Bookkeeper & Licensed Tax Preparer
In 2012 Leah left her management job at a corporate pharmacy chain to pursue her dream of being a waitress in a small town cafe.  After working for a small business for seven years, she is now excited to help small businesses reach their financial goals.  When she isn’t working she can most likely be found sweating on the beautiful trails of Oregon with her husband Nathan and their two dogs Olive and Kane.

Patti King :: Licensed Tax Preparer
Patti arrived in Portland, OR in the fall of 2009 and has been building her professional music career ever since. A knack for preparing her own taxes blossomed into a passion for helping others. When she isn’t working she enjoys cuddling with her cat, gazing at her shiny rock collection, and playing Dungeons & Dragons.