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Get Started

Getting started with our firm is as easy as filling out an engagement letter, booking an appointment and completing our electronic organizer/questionaires. Once you receive your client portal invite, you can begin uploading (or drop off photocopies) your documents for your Personal or Business tax returns.

Individuals: Below is our engagement letter and tax return checklist. You can begin by reviewing these and gathering your documents. Once you believe you have all your documents gathered, Book an Appointment, review and sign the Engagement Letter, and our team will send you a client portal invite as well as an electronic tax organizer to complete 48-hours prior to your booked appointment. If you have any questions, feel free to call our front desk, who is there to help you every step of the way!

Business owners: Below we have created a Business Tax Return checklist (for S-Corporations and Partnerhips, not single memeber LLC's or Sole Proprietorships) to get you started gathering the information we will need to prepare your tax return. Please start by filling out an Engagement Letter, Book an Appointment and our team will be in touch immediately to work on assessing the condition of your ‘books’ and request acces to a copy of your QuickBooks file or QuickBooks Online account to expedite the process. You'll get a link to setup you client portal and can begin uploading documents and a backup copy of your QuickBooks file as you please.  

If you have any questions or concerns regarding our services, prices, or what to expect when working with our firm, we encourage you to talk with our Administrative Assistant, Laura Vaughn. We can only provide ballpark quotes with a copy of your prior year return, otherwise we can provide you with our 'starting rates' to give you something to go off of. 

You can reach use at 503-773-6568 or by emailing [email protected].

Thank you and we look forward to working with you!!


Personal Forms

Business Forms

Personal Engagement Letter
Business Engagement Letter
Personal Tax Return Checklist
Business Tax Return Checklist
Fillable Schedule C Worksheet - For Business Owners
Fillable Schedule E Worksheet - For Rental Owners
Fillable Schedule F Worksheet - For Farm Owners

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