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Please email me at This email address is being protected from spambots. You need JavaScript enabled to view it., or text/call 503-883-1851 to discuss your tax situation and make an appointment.  Feel free to download and fill out any relevant proformas below, and/or I will mail or email you the necessary paperwork to fill out.  Please bring all your W2’s, 1099’s, 1098’s and any other income documents received from employers, the government, Universities, etc. to your appointment.  For security reasons please do not email filled out proformas.

All taxpayers and spouses please bring state issued Photo ID; and social security cards for you and your dependents if available.

If you have dependents that you are using to claim Head of Household status, Earned Income, Child Tax, Education, or any other dependent related credit please see the Required Supporting Documents page.  IRS due diligence laws require us to examine and document proof of Relationship, Age, and Residence.

 

Proformas for Tax Year 2017 (For returns due in 2018):

                                Basic info Proforma

                                Dependent info Proforma

                                Income info Proforma

                                Child and Dependent care Proforma

                                Qualifying child for credits Proforma

                                Head of Household info Proforma

                                Schedule A Itemized deductions info Proforma

                                Adjustments info Proforma

                                Dividend info Proforma

                                Education credits info Proforma

                                Interest info Proforma

                                Pensions and Annuities info Proforma

                                Retirement and Social Security info Proforma

                                Rental info Proforma