Welcome Back!

 

We have wrapped up the 2021 tax season! If we filed an extension or you need to get started on your return, please take the following steps:

 

1.Sign your Engagement Letter and pay your Retainer.

2.Establish your account on the new portal system and upload your documents.

 

3.Complete and submit your online Tax Organizer. (If you prefer a PDF version click here to download.)

 

4.EMAIL OR TEXT YOUR TAX PRO and let them know you’ve submitted everything. This is also your opportunity to fill your tax pro in on your year and give them a heads up for anything funky. This is especially important during the off-season. We may be on vacation!

 

5.Your tax pro will communicate with you as the return is worked on.

 

6.You and your tax pro will decide if you are going to wrap things up over email, phone or a virtual meeting.

Click here for Portal instructions and tips. This is for Current Clients only.

If you are unable to log in, please contact your preparer.

If you are unable to submit your documents virtually, give us a call at (503) 688-4573. We’ll figure it out!

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