Client Training Videos
Download our Excel Templates:
How to pay your taxes and Where's My Refund
Check the status of your refund by clicking the links below:
- Federal Refund – You will need information from your tax return here. If you do not have it, you can find it in your client portal.
- State Refund – You will need information from your tax return here. If you do not have it, you can find it in your client portal.
- Paying the IRS - Direct Pay with Bank Account. Once on the page, click “Make a Payment” and go through the prompts to pay.
- Paying Oregon - “Make a Payment” via Revenue Online website. Once on the page, click “Make a Payment” and go through the prompts to pay.
- Setting up IRS Installment plan - Use this link for IRS Installment Plans. Follow instructions to get started.
- Setting up Oregon Installment plan - Use this link for Oregon Installment Plans. Follow instructions to get started.
Third-Party Applications
Here is a list of applications we use to streamline our services for you!
Informational Sources
Helpful tax tips and information you may need for yourself or use of third-party applications.