Client Links & Documents
1099 Filing Requirements
- Discusses requirements for filling Form(s) 1099, including who is required to file and due dates per form.
1040 Election for Extension Form
- If you believe you may require an extension for your Individual 1040 Tax Return, please sign this document and return it to our office no later than April 8th.
Additional Information
- Provides various due dates, including when information is due to our office, when extension forms are due, and tax return deadlines. There is also a diagram for available parking for our clients in our parking lot and the surrounding streets.
Tax Law Changes and Updates
- Provides an overview of the new 1099-DA, overtime and deductions, Trump Savings Accounts, USPS services, and so on.
Charitable Deductions Chart
- Explains what records are required per cash and non-cash contribution.
Donation Guidelines
- This document suggests approximate amounts for the Fair Market Value of your donated items.
Oregon Corporate Activity Tax & Sales Tax
- Discusses sales tax and the Oregon CAT tax for businesses.
Privacy Policy and Consent Disclosure
- Outlines our firm's privacy policy, as well as what you consent to when working with our firm.
Firm Policies
- An overview of our policies, including appointments, engagement letters, communications, ShareFile, and extensions.
Common Cryptocurrency Wallets
- Outlines new IRS rules regarding foreign cryptocurrency wallets, and provides a list of common US-Based and Foreign wallets.
1040 Engagement Letter
- A copy of the 1040 Individual Engagement Letter.
1065 Engagement Letter
- A copy of the 1065 Partnership Engagement Letter.
1120S Engagement Letter
- A client copy of the 1120S S Corporation Engagement Letter.
1120 Engagement Letter
- A client copy of the 1120 Corporation Engagement Letter.
1041 Engagement Letter
- A client copy of the 1041 Fiduciary Engagement Letter.
Recent Scams
- An overview of the most recent scams and how to spot them, with examples of such.
Worksheet - Cryptocurrency 1099-B
- Use this worksheet as an example as to how you should compile your own 1099-B for cryptocurrency or trades not made on an exchange.
Avoiding Identity Theft
- Outlines a number of steps to help avoid identity theft .
Important Yearly Updates
- A copy of our yearly reminders and updates included in your Organizer packet.
Important Tax Updates for all Employers
- A basic overview of the new Tip Deduction and W-2 Requirements, and new Overtime Reporting Rules.
Guidelines to Minimize Preparation Fees
- A list of items that will aid in the preparation of your tax return(s), including tips for compiling your tax information.
Dell Investment Accounts
- A general overview of the 6 billion Dell Investment for "Trump Accounts" and how to know if you qualify.
Important Yearly Updates
- A copy of our yearly reminders and updates included in your Organizer packet.
Trump Savings Accounts
- A general overview of the "Trump Accounts" and how to know if you qualify.