Please upload all required tax documents through your secure client portal by our internal deadline for your return type.
If your documents arrive after these dates, an extension may be filed automatically and the $250 extension fee will apply.
All files should be uploaded through your secure client portal. You can log in, drag and drop your files into your tax-year folder, and we’ll review them as soon as possible. Please do not email tax documents for security reasons.
Once your documents are received and your online Organizer has been submitted, we’ll confirm that your file is complete and begin preparing your return. You’ll receive a message through the portal if anything else is needed. When your return is ready, you’ll review and electronically sign your e-file forms before submission.
If you’re missing key documents, let us know right away so we can file an extension. Filing an extension gives extra time to file, not to pay, so we’ll help estimate your balance due to avoid penalties and interest.
Invoices are due upon receipt. Work is not released or filed until payment is received. If you need to make a payment, you can do so securely through the link in your invoice or request a payment link through your client portal.
Yes. A $250 deposit is required to begin each engagement. The deposit is applied toward your final invoice or extension fee if applicable.
You’ll receive an invitation by email when your account is set up. Save that link or visit our website and click “Client Portal” in the menu. Once logged in, you can upload documents, message us directly, and e-sign forms securely.
Yes. You can log in from any web browser or download the mobile app to upload photos of documents, message our office, and check your progress.
Select “Forgot Password” on the portal login screen to reset your password. If you still can’t access your account, contact our office and we’ll send you a new invitation link.
Yes. All eligible federal and state returns are e-filed after you sign the authorization forms in your client portal. However, some returns will need to be paper filed. If a return needs to be paper filed, you will receive instructions on where to send the file once you’ve printed, and signed the return. If you’re sending anything through the mail it is always a good idea to send correspondence with Certified Mail tracking.
Absolutely. Upload the notice to your client portal and notify us right away. We’ll review it and respond on your behalf if representation is needed.
We handle multi-state and part-year resident filings for all 50 states. Make sure to provide your move date, new address, and any W-2s or 1099s with income from each state.
You can check online:
Refunds are typically issued within 21 days of IRS acceptance.
Yes, both the IRS and Oregon have online payment systems:
Keep tax documents for at least three years after filing, or longer if you have business records, real estate transactions, or carryovers. Our firm retains copies of your returns for three years as part of our Written Information Security Plan (WISP).