Download, fill out, and attach our client information forms below so we can prepare for your appointment.
Federal Refund – You will need information from your tax return here. If you do not have it, you can find it in your copy of the return.
OR State Refund – You will need information from your tax return here. If you do not have it, you can find it in your copy of the return.
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.
January 15th
4th Quater Estimated Payment due
January 31st
Form 1096 & Forms 1099 for contractors filling due
W-2's for employees filling due date
March 15th
Corp, S-Corp, Partnership Income Tax returns are due
S-Corp Status applications due
April 15th
Tax Day; Personal Income Tax return are due
Quarter 1 Estimated Payment due
July 15th
Quarter 2 Estimated Payment due
September 15th
Corp, S-Corp, Partnership extension to file due
October 15th
Personal extenstion to file due
3rd Quarter Estimated Payment
Note: If the 15th falls on a weekend or holiday, it moves to the following business day