Forms and Resources

Downloadable Forms and helpful resource links

Resources By Topic

1099 - Client Packet 2024

(2024) Part of the 1099 Packet

Making a CAT Payment

Filing a CAT Extension

1099 Engagement Letter 2024

(2024) 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.

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

Year-End Financial Checklist for Business Owners

December 16, 2024

As 2024 comes to a close, it’s the perfect time for small business owners to take proactive steps to set up a successful financial year-end.

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

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