Forms and Resources

Downloadable Forms and helpful resource links

Resources By Topic

Create an account now with the IRS/ODR

Click Here to find out how to create an account with the IRS/ODR

Making a CAT Payment

Filing a CAT Extension

Form W9 - 2023

(2023) Part of the 1099 Packet: Request for Taxpayer Identification Number and Certification.

New Client Profile

Client Authorization to Release Information

This form allow us to give client information to third parties.

Where’s My Refund - Oregon

Check the status of your Oregon refund

Where’s My Refund - Federal

Check the status of your federal refund

Where’s my Amended Return

Check the status of your Amended Individual Tax Return

Tax Deadlines

Tax Day Deadlines

IRS Retention Guidelines

IRS information regarding recordkeeping ( what, why and how long)

Current Articles and Alerts

Post-Election Tax Update: What Happens Now?

November 8, 2024

With Republican Donald Trump’s recent victory in the 2024 U.S. Presidential Election, significant changes to U.S. tax policy could be on the horizon. As the

7 Signs Your Business Needs a Fractional CFO

November 6, 2024

In today’s business landscape, small and medium-sized companies often face financial challenges that require expert guidance. Hiring a full-time Chief Financial Officer (CFO) isn’t always

Understanding Oregon’s HB 3610: How Winery Taxes Could Soon Be Raised

September 30, 2024

Oregon’s House Bill 3610, also known as the Task Force on Alcohol Pricing and Addiction Services, is a pivotal legislative proposal that could reshape how

Urgent Notice: File Your Beneficial Ownership Information (BOI) Reports Before 2024 is Over!

September 9, 2024

Why does BOI Reporting Matter? This new requirement is both significant and broadly applicable to our clients with substantial penalties for non-compliance. We estimate that

BUSINESS SERVICES

PERSONAL SERVICES

POWERED BY DPW

POWERED BY DPW