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

Hospitality Industry: 6 Common Tax Deductions

June 1, 2020

Are you aware of tax deductions and credits your hospitality business may be eligible for? Many hospitality owners tend to focus on the day-to-day operations

Here’s Why Accountants Are Important in Dealing with Estate Matters

May 25, 2020

When executing an estate plan it is important to have a team of talented professionals that can help advise you. An estate planning attorney is

Tax Deductions for Small Construction Companies

May 11, 2020

Working in the construction industry will generally create a number of tax deductions. Whether it is traveling to a job site or buying tools to

Tax Credits for Building Renovations

May 11, 2020

According to the Internal Revenue Service, the rehabilitation tax credit applies to costs for rehabilitation and reconstruction of some buildings. The credits do not apply