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Get Started

Getting started with our Firm is as easy as filling out an Engagement Letter and starting to send in information 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.  Don’t feel like you need to have everything in order to get started. Simply fill out the Engagement Letter, Book an Appointment and our team will be in touch with you immediately to help you every step of the way. You'll get a link to setup you client portal, fill out our electronic tax organizer and be up and running in no time!

Business owners: Below we have also created a Business Tax Return checklist to get you started gathering the information we’ll 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 if we can even get a copy of your QuickBooks files 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 Account Manager, Katie Haynes.

You can reach Katie at 503-679-1290 or by emailing her at [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

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