Ways to Send Us Your Tax Information

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Dropping Off Your Information
If you are local, come by anytime Monday – Thursday between 8 a.m. – 5 p.m. to drop off your information for your accountant. We are open during the lunch hour. We are closed on Fridays during the summer; accountants are available by appointment only.

Online via Share Safe
Share Safe allows secure transfer of confidential documents between our clients and staff members. Unlike email, all correspondence through the portal is private with unlimited file size to upload.

You can upload your tax documents at https://dpwcpas.com/client-portal

USPS Mail
Salem Office Lake Oswego Office
447 State Street
Salem, OR 97301
2 CenterPoint Drive, Suite 345
Lake Oswego, OR 97035


Fax
You can fax your documents:
Salem Office: (503) 362-9186
Lake Oswego Office: (503) 682-9970

If you would like to set an appointment, have questions, or need to speak with your accountant, please give us a call:

Salem Office: (503) 362-9152
Lake Oswego Office: (503) 682-9600

Coronavirus/COVID-19 Awareness

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In light of the current public health concerns, we here at Doty Pruett Wilson want to share with you the measures that we are taking to help protect the health and safety of our clients and staff.

First and foremost, we are closely monitoring and implementing all recommend Federal and State guidelines. We have taken additional steps to wipe down all counters, door handles, conference tables, handrails, chair arms, phones, staff keyboards and mouse throughout the day. We have made arrangements to allow staff to work remotely if needed. We are Encouraging our staff to closely monitor their health and wellbeing. Asking staff to stay home if they, or someone in their household is home sick. Providing hand sanitizer and tissues throughout our office. We are asking that all of our employees and customers to follow the CDC guidelines to prevent the spread of infection.

At this time, we are open for business and can accommodate your tax needs however best works for you, our clients. Please advise if you would prefer to provide or receive your tax information electronically and/or via mail. We will look forward to seeing you again when things get back to normal.

Ben Wilson, Tyson Pruett, & Andrew Bertz, Partners
Doty Pruett Wilson, PC

Upcoming Due Dates in 2020

Links

Oregon Department of Revenue – Register for the Corporate Activity Tax

1099 Information Needed to File

Email Outage – August 16 – 20

The good news is we will be upgrading our email platform soon; the bad news is we will not have access to our emails during that time. If you need to contact us during this time, please call us. ☎️

Join Us at Our Open House in Lake Oswego

We are switching to Paperless Invoicing!

Tackle Financial Stress with Education!

This class series starts again on Thursday, November 1. Don’t miss the opportunity to gain knowledge on how to manage your finances.

Tackle Financial Stress with Education!

Expecting a Refund from the Oregon Department of Revenue?

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Expecting a refund from the Oregon Department of Revenue (ODOR)? You can check the status of your refund on the ODOR website and clicking on “Where’s My Refund.” Please be advised that the ODOR announced that taxpayer refunds could take longer to arrive this year.

When there’s a tax surplus credit, or “kicker,” more returns are flagged for review due
to calculation issues. Those issues are most commonly either a math error in the calculation
or because of a change in filing status. If a taxpayer’s filing status changed from married
filing jointly to married filing separately or single since their 2016 return, staff have to
manually calculate what portion of the kicker goes to each taxpayer.

                                            ~Oregon Department of Revenue

To check the status of your refund for your personal tax return, you will need to following information:

  • Social Security Number or Individual Taxpayer ID Number (ITIN)
  • Filing Status
  • Total Amount of Your Oregon Refund

Tax Scams: What to Know to Protect Yourself

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If you receive a phone call from someone claiming to be from the IRS

Report it to the US Treasury Inspector General for Tax Administration (TIGTA):
1 (800) 366-4484 or click here to file a report online

OR

Report it online to the Federal Trade Commission by clicking here

What Scammers will do, but NEVER the IRS

  1. Call about what taxes you owe without mailing an official notice first
  2. Demand a payment without allowing you to appeal or question the amount due
  3. Request a specific payment method, i.e. prepaid debit card
  4. Ask for payment over the phone
  5. Threaten to have the taxpayer arrested for non-payment

Pre-Loaded Debit Card Scam
The caller claims to be from the IRS and states that the taxpayer owes money and demands immediate payment. Usually via a pre-loaded debit card or wire transfer. With threats of arrest and/or suspension of their driver’s license, the caller can be aggressive and insulting.

These Scammers Often:

  1. Use common names and bogus IRS badge numbers
  2. Demand payment via gift cards (iTunes, Prepaid Debit Cards)
  3. Modify their Caller ID to appear as the IRS is calling
  4. Know the last 4 digits of your social security number
  5. Send fraudulent IRS emails to support their call
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