Client Resources
Tax Related Organizer and Other Helpful Forms
New & Returning Client Checklist
Information we will need from new clients and to double check for returning clients.
Schedule E - Rental
These blank organizer pages, for your property rental, can help you organize your income and expenses into categories needed on your return.
Full Blank Organizer
Includes the Client checklist plus pages for businesses, rentals, farms, assets, etc.
Client Engagement Letter & Privacy Policy
This is an agreement and understanding in our CLIENT-TAXPAYER relationship.
Schedule C - Business
These blank organizer pages, for your business, can help you organize your income and expenses into categories needed on your return.
W-7 Application & Instructions for Individual Taxpayer Identification Number
IRS Application to apply for your ITIN
Schedule F - Farm
These blank organizer pages, for your farm, can help you organize your income and expenses into categories needed on your return.
Space saved for new cool link!
When we come up with something new you can use, we’ll add it here.
Useful Links
Internal Revenue Service Home Page
From this link you can search and utilize the IRS website.
Social Security Administration
From this link you can search and utilize the SSA website.
Where’s My Refund IRS
In Order to search the “Where’s my refund” database, you will need to have your tax return with you.
Oregon Department of Revenue Home Page
From this link you can search and utilize the ODR website.
Financial Crimes Enforcement Network
Beneficial Ownership Information Reporting page for LLC’s and other entities.
Where’s MY Refund ODR
In Order to search the “Where’s my refund” database, you will need to have your tax return with you.