Embarking on your journey with our firm is a breeze. Follow these simple steps to kickstart the process:

Individuals:

1. Fill Out the Engagement Letter: Begin by filling out our engagement letter, the first step to formalizing our partnership.
2. Contact us: Email us or call to get on our list and have us setup a new client portal and send you an Electronic Organizer. [email protected] or 503-679-1290.
3. Complete the Electronic Organizer: Utilize our user-friendly electronic organizer to provide us with the necessary details. It's a quick and efficient way to ensure we have all the information we need.
4. Upload or Drop Off Your Tax Documents: Once you've received your client portal invite, you can conveniently upload your tax documents. Alternatively, you have the option to drop off photocopies at our location for your Personal or Business tax returns.

S-Corporation and Partnership Owners:

1. Engagement Letter: Start by filling out our Engagement Letter. This is the initial step to formalize our collaboration.
2. Contact us: Email us or call to get on our list and have us setup a new client portal and send you an Electronic Organizer. [email protected] or 503-679-1290.
3. Client Portal Setup: Upon confirmation, you'll receive a link to set up your client portal. This portal is your secure space to upload documents and share a backup copy of your QuickBooks file at your convenience.
4. QuickBooks Assessment: To expedite the process, we'll assess the condition of your financial records. Please grant access to a copy of your QuickBooks file or your QuickBooks Online account.

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. 

Streamline your experience with Hill Tax, Payroll & Bookkeeping. We look forward to assisting you with your tax needs!

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

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