Forms and Resources

Downloadable Forms and helpful resource links

Resources By Topic

2020 Tax Organizer Questionnaire

Minimum required to fill out.

2020 Tax Engagement Letter

The engagement letter explains the services we will provide to you. Please sign and return it with your completed tax organizer and questionnaire.

2020 Tax Organizer

Download the tax organizer to help you gather the necessary information to prepare your personal tax return.

1099 Basics

Part of the 1099 Packet: 1099 preparation and filing basics 2020.

2020 Needs List - 1099 Forms

Part of the 1099 Packet: In our efforts to prepare for this upcoming tax season we would like to send out a friendly reminder on 1099 filing requirements and information gathering.

2020 - 1099 Engagement Letter

Part of the 1099 Packet: This letter is to specify the terms of our engagement, clarify the nature and extent of the services we will provide, and confirm an understanding of our mutual responsibilities.

1099 Information Sheet

Part of the 1099 Packet: This fillable form is available for supplying 1099 vendor information.

Form W9

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

Personal Property Tax Return Needs Letter - 2021

Part of the Property Tax Packet. In our efforts to prepare for this upcoming tax season we would like to send out a friendly reminder on Personal Property Tax Return filing requirements.

Personal Property Tax Returns Engagement Letter

Part of the Property Tax Packet. This letter is to specify the terms of our engagement, clarify the nature and extent of the services we will provide, and confirm an understanding of our mutual responsibilities.

Disclosure Authorization - Marion County

Part of the Property Tax Packet. Disclosure Authorization - Marion County

Fixed Asset

Part of the Property Tax Packet.  This form is for reporting equipment or other depreciable assets purchased or sold during the year. Please make copies of this as needed.

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.

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 - 2019

2019 tax year only.

Farm – Schedule F Section - 2019

2019 tax year only.

Rental – Schedule E Section - 2019

2019 tax year only.

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

Current Articles and Alerts

Q3 Tax Deadlines

Here is a list of tax-related deadlines coming up soon that affect businesses and other employers during the third quarter of 2021. This list is

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