Forms and Resources

Downloadable Forms and helpful resource links

Resources By Topic

2019 Tax Organizer - FULL

Download the 2019 tax organizer to help you gather the necessary information to prepare your personal tax return. In addition to the tax organizer, the PDF file also contains the 2019 engagement letter. Please sign and return it with your completed tax organizer.

2019 Tax Organizer - Questionnaire

Minimum required to fill out

2019 Tax Organizer - Condensed

Engagement Letter - 2019

2019 Tax Year for Individuals

Engagement Letter - 2018

2018 Tax Year for Individuals

Client Checklist: Individual

Client Checklist: Business

New Client Profile

Client Authorization to Release Information

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

W-9 Form

Request for Taxpayer Identification & Certification ( PDF document )

1099 Information Sheet

1099 Information Sheet to submit to us to prepare 1099

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

Business – Schedule C Section

Farm – Schedule F Section

Rental – Schedule E Section

2018 Tax Organizer

Tax Deadlines

2020 Tax Day, Deadlines for 2019 Tax Returns

IRS Retention Guidelines

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

IRS Tax Publication 583

PDF Download on Starting a Business and Keeping Records

2017 Tax Organizer (In-Depth)

Business Owners, Have Rental Properties, etc.

2017 Tax Organizer (General)

Current Articles and Alerts

YEAR-END TAX PLANNING UNDER A BIDEN PRESIDENCY

November 23, 2020

Although vote counting continues and legal challenges to the election endure, many news media organizations are projecting that former Vice President Joe Biden will become

FORGIVENESS OF PPP LOANS MAY REDUCE R&D CREDIT

November 13, 2020

Background The forgivable loan program known as the Paycheck Protection Program (PPP) was established by the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) to provide financial resources

Oregon Corporate Activity Tax

November 13, 2020

What is CAT? A tax imposed for the privilege of doing business in Oregon This tax is in addition to any other taxes or fees

Corporate Activity Tax Update

November 12, 2020

Rules hearing set for November 24 In accordance with social distancing measures necessary during the COVID-19 pandemic, the Department of Revenue (DOR) will host a