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How do I Scan Documents on Microsoft Lens?

Click here to watch our quick how-to video on how to scan documents using Microsoft Lens

Arizona Tax Credit Programs for Individuals for the 2025 Tax Year

Here's a link containing the information on tax credit programs for individuals in 2025 in Arizona.

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

big beautiful bill passed and how it affects taxes

What is the Big Beautiful Bill and Why Does It Matter For My Taxes?

May 22, 2025

The Big Beautiful Bill tax reform is a major tax and spending package moving through Congress in 2025. Lawmakers designed it to make many 2017

Are NIL Athletes Subject to the Jock Tax?

May 20, 2025

Yes, college athletes earning income from Name, Image, and Likeness (NIL) deals can be subject to the “jock tax” in certain states. What Is the

How Tariffs Are Reshaping the American Wine Industry

May 15, 2025

The U.S. wine industry is bracing for significant changes as the federal government considers imposing tariffs of up to 200% on European wines, particularly from

PRESS RELEASE: Anthem Strategists and Dam Nation NIL Tax Partnership

April 30, 2025

Anthem Partners with Dam Nation to Deliver Specialized Tax and Advisory Services for Student-Athletes as of August 1,2023 Corvallis, OR – Anthem, a nationally recognized CPA

BUSINESS SERVICES

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Videos, Client Forms, and Resource Links

Downloadable Forms and helpful resource links

Resources By Topic

How do I Scan Documents on Microsoft Lens?

Arizona Tax Credit Programs for Individuals for the 2025 Tax Year

How Do I Access My Organizer and Download My Documents?

How Do I Create an Oregon DOR Account?

How Do I Pay my Anthem Invoice?

How Do I Sign My Proposal in Ignition?

How Do I Create an IRS ID.me Account?

How do I Access and Sign my Tax Returns in SafeSend?

1099 - Client Packet 2024

Making a CAT Payment

Filing a CAT Extension

1099 Engagement Letter 2024

Form W9 - 2023

New Client Profile

Client Authorization to Release Information

Where’s My Refund - Oregon

Where’s My Refund - Federal

Where’s my Amended Return

Tax Deadlines

IRS Retention Guidelines

Current Articles and Alerts

Current Articles and Alerts

PORTLAND OFFICE

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WHY Anthem

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