For all taxpayers who conduct business in Oregon, make sure you are up-to-date on the latest rules regarding the Corporate Activities Tax.  Don’t let the name fool you – it is for ALL business entities including sole proprietors.  Give us a call or make sure to discuss with us when you bring in your tax […]

Filing Season Date is Jan 27, 2020

The IRS will begin accepting individual returns on January 27, 2020.  Until then, we can prepare the returns but cannot finalize and submit them.

2020 Appointments

We are busy pre-setting our 2020 tax appointments.  As a reminder, if you are a returning client, you can elect to drop off your tax information if your tax picture hasn’t changed much.  Otherwise, if you have any special requests, please let us know ASAP.

2019 Filing Season

The IRS has announced it will begin accepting 2018 tax returns on January 28, 2019 and the shutdown will not affect refunds. There are many new changes to the tax code for the upcoming tax season.  Please be patient with the additional questions we have to ask and the time we have to take to […]

New tax return requirements

Due to enhanced regulations by the IRS and State of Oregon, all taxpayers will be asked to verify their direct deposit information if you are electing this option for your refund.  You will have to initial our form verifying this information.  In addition, Oregon is requiring we provide the primary taxpayers’ drivers license information.  If […]

2016 Tax Organizers Updated

As of January 6, 2017, all tax organizers have been either emailed or mailed.  If you have not received one by now, please let our office know.

2016 Tax Organizers

Our 2016 tax organizers will be coming via email shortly to most of our clients.  If you requested to NOT have your organizer emailed to you, then you should receive your paper organizers the first week of January, 2017.  For those that are emailed, they will be password-protected with the full SSN of the primary […]