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Resources for Clients

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!

  • Canopy Client Portal – This is the location you will send and receive documents from us. 
  • Google Meet - This will be our location for all video conferences. 
  • QuickBooks Desktop Comparison – Need to figure out which QuickBooks Desktop version is right for your business? Use this link to decide. 
  • QuickBooks Online Comparison – If you have a need to run your business from anywhere, we can manage your books online. Check this link to see if there is a version that meets your needs. Remember, if we are controlling your bookkeeping, you will qualify for wholesale billing for QuickBooks Online (usually a 50% reduction in price).  

 

Informational Sources

Helpful tax tips and information you may need for yourself or use of third-party applications.

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