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

Important Info and Upcoming Due Dates 2024-2025

November 22, 2024

Identity Protection PIN Information An Identity Protection PIN (IP PIN) is a six-digit number from the IRS that provides extra protection against tax identity theft.

2024 Year-End Tax Planning Checklist

November 21, 2024

2024 has been a relatively stable year economically and from a tax perspective, allowing individuals and businesses to focus on traditional year-end tax planning strategies.

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

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