Tax Time

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.  Not required, but feel free to download and fill out the New Client Organizer below, and bring it to your appointment. 

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.  Also bring a state issued photo ID, as well as your bank info for direct deposit.

 For security reasons please do not email filled out organizers; a secure online file transfer method is available.


                                                                             New Client Organizer