STOP and READ - IMPORTANT INFORMATION BELOW
Schedule our Intake Interview service if you are interest in engaging Pacific Northwest Tax Service to prepare your tax return and would like to meet with your preparer PRIOR to engaging our services.

This appointment is a brief 30-minute appointment to answer questions you have prior to delivering your documents to us.  Before scheduling this appointment, please visit the Tax Organizer and What-to-Bring pages of our website, as most clients find answers to all their questions in these pages.

Please also review the Tax Preparation Procedures page of our website to get information on what to expect when you engage our services.

The fee for this appointment is $100 and is due at the time the appointment is scheduled.  Please note that this retainer is not refundable.  You can save $100 by scheduling a Tax Return Interview and delivering your tax documents at least one week prior to your appointment.

Masks Required

In-office appointments are limited to 60 minutes or less.

STOP and READ - IMPORTANT INFORMATION BELOW
Schedule our Intake Interview service if you are interest in engaging Pacific Northwest Tax Service to prepare your tax return and would like to meet with your preparer PRIOR to engaging our services.

This appointment is a brief 30-minute appointment to answer questions you have prior to delivering your documents to us.  Before scheduling this appointment, please visit the Tax Organizer and What-to-Bring pages of our website, as most clients find answers to all their questions in these pages.

Please also review the Tax Preparation Procedures page of our website to get information on what to expect when you engage our services.

Please Note that this retainer is not refundable.

If you are interested in scheduling a Personal or Business Tax Consultation instead, please select one of the tax consultation services that we offer, instead.  Please note, that we don't offer tax consultations to help you prepare your own return and tax consultations are not offered between March 1 and April 15.

Masks Required
Select this service if you would like to schedule a quick, in-person meeting to review and finalize your tax return with your tax preparer.  We are currently accepting in-person appointments at our offices, however, to protect the health and our staff, the following conditions apply:

$250 Retainer is required
We now require clients to provide a $250 retainer at the time tax documents are delivered or an appointment is requested.  The retainer is nonrefundable and will be applied towards the cost of providing tax services to you.

Preparing for your appointment

Deliver documents 7 days before your appointment.  We ask you deliver your tax documents to your preparer at least 7 days before of your appointment.  If we don't receive your documents at least 7 days prior to your appointment, our staff will contact you to reschedule to a later date.

Documents to Provide
Please visit the What-to-Bring of our website for a list of documents, identification and other information we need you to provide at least one week prior to your appointment.

Tax Organizers
We encourage you to complete our new online 1040 Tax Organizer prior to your interview.  Our tax organizers are a helpful resource for helping you gather and organize information for your upcoming appointment. 

You can attach your tax documents and submit them with the Online Tax Organizer.   You may also deliver your documents in one of the following ways:

Select this service to make an appointment with a senior tax professional about taxation matters of your business. The cost of this service is $250 per hour. 

Masks Required
Select this service if you would like to schedule a quick, in-person meeting to review and finalize your tax return with your tax preparer.  We are currently accepting in-person appointments at our offices, however, to protect the health and our staff, the following conditions apply:

Consultations not available March 1 -  April 18

Please be advised that we do not accept appointments for tax consultations between March 1 and April 15. 

Tax School
If you are seeking assistance with preparation or review of a return you prepared or are preparing, please be advised that we do not provide this kind of assistance, however we do offer a tax school where you can enroll in courses that teach you how to prepare your own tax return.

$275 Retainer is required
The retainer for booking this appointment is $275.00.  It is non-refundable.  You can change your appointment to another date at no additional charge, if you request a date change at least 1 business day prior to your appointment.

Preparing for your appointment

Documents to Provide
Please provide any documents relevant to the topics you want to discuss.  Examples include:

Select this service if you would like to consult with a tax preparer about your tax situation. Topics that can be covered in this meeting should be directed at seeking tax advice. 

Masks Required
Select this service if you would like to schedule a quick, in-person meeting to review and finalize your tax return with your tax preparer.  We are currently accepting in-person appointments at our offices, however, to protect the health and our staff, the following conditions apply:

Consultations not available March 1 -  April 18
Please be advised that we do not accept appointments for tax consultations between March 1 and April 15. 

Tax School
If you are seeking assistance with preparation or review of a return you prepared or are preparing, please be advised that we do not provide this kind of assistance, however we do offer a tax school where you can enroll in courses that teach you how to prepare your own tax return.

$275 Retainer is required
We now require clients to provide a $275 retainer at the time tax documents are delivered or an appointment is requested.  The retainer is nonrefundable and will be applied towards the cost of providing tax services to you.

Preparing for your appointment

Documents to Provide
Please provide any documents relevant to the topics you want to discuss.  Examples include:

We offer Payroll and Bookkeeping services to our tax clients.  Select this service if you are a tax client and would like to meet with our Payroll staff to discuss Payroll services for your business.

If you are not a tax client, then we cannot provide bookkeeping or payroll services to your business.

Masks Required
Select this service if you would like to schedule a quick, in-person meeting to review and finalize your tax return with your tax preparer.  We are currently accepting in-person appointments at our offices, however, to protect the health and our staff, the following conditions apply:

We offer Payroll and Bookkeeping services to our tax clients.  Select this service if you are a tax client and would like to meet with our bookkeeping staff to discuss bookkeeping services for your business.

If you are not a tax client, then we cannot provide bookkeeping or payroll services to your business.

Masks Required
Select this service if you would like to schedule a quick, in-person meeting to review and finalize your tax return with your tax preparer.  We are currently accepting in-person appointments at our offices, however, to protect the health and our staff, the following conditions apply:

This is our standard tax appointment that most clients choose.  Select this service if you would like to schedule a 60 minute online video meeting to review and finalize your tax return.

Logging Into Meeting
You will log into the appointment by using the link in the confirmation and reminder emails you will receive, or by logging into this site and clicking on the meeting link inside your "My Bookings" tab.

We use Microsoft TEAMS for our video meetings.   You can join your TEAMS meeting from your browser, or you can download and install the TEAMS application to your device.

We recommend use of the following browsers:

Please avoid using the Safari browser as it often causes video difficulties.

$250 Retainer is required
We now require clients to provide a $250 retainer at the time tax documents are delivered or an appointment is requested.  The retainer is nonrefundable and will be applied towards the cost of providing tax services to you.

Preparing for your appointment

Deliver documents 7 days before your appointment.  We ask you deliver your tax documents to your preparer at least 7 days before of your appointment.  If we don't receive your documents at least 7 days prior to your appointment, our staff will contact you to reschedule to a later date.

Documents to Provide
Please visit the What-to-Bring of our website for a list of documents, identification and other information we need you to provide at least one week prior to your appointment.

Tax Organizers
We encourage you to complete our new online 1040 Tax Organizer prior to your interview.  Our tax organizers are a helpful resource for helping you gather and organize information for your upcoming appointment. 

You can attach your tax documents and submit them with the Online Tax Organizer.   You may also deliver your documents in one of the following ways:

This is our extended tax appointment that should be selected if you have a more complex tax situation.  Select this service if you would like to schedule a 90-minute online video meeting to review and finalize your tax return.

Logging Into Meeting

You will log into the appointment by using the link in the confirmation and reminder emails you will receive, or by logging into this site and clicking on the meeting link inside your "My Bookings" tab.

We use Microsoft TEAMS for our video meetings.   You can join your TEAMS meeting from your browser, or you can download and install the TEAMS application to your device.

We recommend use of the following browsers:

Please avoid using the Safari browser as it often causes video difficulties.

$250 Retainer is required
We now require clients to provide a $250 retainer at the time tax documents are delivered or an appointment is requested.  The retainer is nonrefundable and will be applied towards the cost of providing tax services to you.

Preparing for your appointment

Deliver documents 7 days before your appointment.  We ask you deliver your tax documents to your preparer at least 7 days before of your appointment.  If we don't receive your documents at least 7 days prior to your appointment, our staff will contact you to reschedule to a later date.

Documents to Provide
Please visit the What-to-Bring of our website for a list of documents, identification and other information we need you to provide at least one week prior to your appointment.

Tax Organizers
We encourage you to complete our new online 1040 Tax Organizer prior to your interview.  Our tax organizers are a helpful resource for helping you gather and organize information for your upcoming appointment. 

You can attach your tax documents and submit them with the Online Tax Organizer.   You may also deliver your documents in one of the following ways:

STOP and READ - IMPORTANT INFORMATION BELOW
Schedule our Intake Interview service if you are interest in engaging Pacific Northwest Tax Service to prepare your tax return and would like to meet with your preparer PRIOR to engaging our services.

This appointment is a brief 30-minute appointment to answer questions you have prior to delivering your documents to us.  Before scheduling this appointment, please visit the Tax Organizer and What-to-Bring pages of our website, as most clients find answers to all their questions in these pages.

Please also review the Tax Preparation Procedures page of our website to get information on what to expect when you engage our services.

The fee for this appointment is $100 and is due at the time the appointment is scheduled.  Please note that this retainer is not refundable.  You can save $100 by scheduling a Tax Return Interview and delivering your tax documents at least one week prior to your appointment.

Logging Into Meeting
You will log into the appointment by using the link in the confirmation and reminder emails you will receive, or by logging into this site and clicking on the meeting link inside your "My Bookings" tab.

We use Microsoft TEAMS for our video meetings.   You can join your TEAMS meeting from your browser, or you can download and install the TEAMS application to your device.

We recommend use of the following browsers:

Please avoid using the Safari browser as it often causes video difficulties.

Select this service if you would like to consult with tax preparer about your tax situation. Topics that can be covered in this meeting should be directed at seeking tax advice. 

Consultations not available March 1 -  April 18
Please be advised that we do not accept appointments for tax consultations between March 1 and April 15. 

Tax School
If you are seeking assistance with preparation or review of a return you prepared or are preparing, please be advised that we do not provide this kind of assistance, however we do offer a tax school where you can enroll in courses that teach you how to prepare your own tax return.

Logging Into Meeting

You will log into the appointment by using the link in the confirmation and reminder emails you will receive, or by logging into this site and clicking on the meeting link inside your "My Bookings" tab.

We use Microsoft TEAMS for our video meetings.   You can join your TEAMS meeting from your browser, or you can download and install the TEAMS application to your device.

We recommend use of the following browsers:

Please avoid using the Safari browser as it often causes video difficulties.

$275 Retainer is required
The retainer for booking this appointment is $275.00.  It is non-refundable.  You can change your appointment to another date at no additional charge, if you request a date change at least 1 business day prior to your appointment.

Preparing for your appointment

Deliver documents 7 days before your appointment.  We ask you deliver your tax documents at least 7 days before of your appointment.  

Documents to Provide
Please provide any documents relevant to the topics you want to discuss.  Examples include:

Please visit the What-to-Bring of our website for a list of documents, identification and other information we need you to provide at least one week prior to your appointment.

Tax Organizers
We encourage you to complete our new online 1040 Tax Organizer prior to your interview.  Our tax organizers are a helpful resource for helping you gather and organize information for your upcoming appointment. 

You can attach your tax documents and submit them with the Online Tax Organizer.   You may also deliver your documents in one of the following ways:

Select this service if you would like to consult with tax preparer about your tax situation. Topics that can be covered in this meeting should be directed at seeking tax advice. 

Consultations not available March 1 -  April 18
Please be advised that we do not accept appointments for tax consultations between March 1 and April 15. 

Tax School
If you are seeking assistance with preparation or review of a return you prepared or are preparing, please be advised that we do not provide this kind of assistance, however we do offer a tax school where you can enroll in courses that teach you how to prepare your own tax return.

Logging Into Meeting

You will log into the appointment by using the link in the confirmation and reminder emails you will receive, or by logging into this site and clicking on the meeting link inside your "My Bookings" tab.

We use Microsoft TEAMS for our video meetings.   You can join your TEAMS meeting from your browser, or you can download and install the TEAMS application to your device.

We recommend use of the following browsers:

Please avoid using the Safari browser as it often causes video difficulties.

$275 Retainer is required
The retainer for booking this appointment is $275.00.  It is non-refundable.  You can change your appointment to another date at no additional charge, if you request a date change at least 1 business day prior to your appointment.

Preparing for your appointment

Deliver documents 7 days before your appointment.  We ask you deliver your tax documents at least 7 days before of your appointment.  

Documents to Provide
Please provide any documents relevant to the topics you want to discuss.  Examples include:

We offer Payroll and Bookkeeping services to our tax clients.  Select this service if you are a tax client and would like to meet with our Payroll staff to discuss Payroll services for your business.

If you are not a tax client, then we cannot provide bookkeeping or payroll services to your business.

Logging Into Meeting
You will log into the appointment by using the link in the confirmation and reminder emails you will receive, or by logging into this site and clicking on the meeting link inside your "My Bookings" tab.

We use Microsoft TEAMS for our video meetings.   You can join your TEAMS meeting from your browser, or you can download and install the TEAMS application to your device.

We recommend use of the following browsers:

Please avoid using the Safari browser as it often causes video difficulties.

We offer Payroll and Bookkeeping services to our tax clients.  Select this service if you are a tax client and would like to meet with our bookkeeping staff to discuss bookkeeping services for your business.

If you are not a tax client, then we cannot provide bookkeeping or payroll services to your business.

Logging Into Meeting
You will log into the appointment by using the link in the confirmation and reminder emails you will receive, or by logging into this site and clicking on the meeting link inside your "My Bookings" tab.

We use Microsoft TEAMS for our video meetings.   You can join your TEAMS meeting from your browser, or you can download and install the TEAMS application to your device.

We recommend use of the following browsers:

Please avoid using the Safari browser as it often causes video difficulties.

Select this service if you would like to schedule a 60-minute phone appointment to review and finalize your personal 1040 tax return.

Attending your phone appointment
Please call our offices at the start time of your appointment.  Provide your name and your preparer's name.  Our staff will then put your call through to your tax preparer.  

NE Broadway: 503-288-2000
NW Cornell 503-646-5600

$250 Retainer is required

We now require clients to provide a $250 retainer at the time tax documents are delivered or an appointment is requested.  The retainer is nonrefundable and will be applied towards the cost of providing tax services to you.

Preparing for your appointment

Deliver documents 7 days before your appointment.  We ask you deliver your tax documents to your preparer at least 7 days before of your appointment.  If we don't receive your documents at least 7 days prior to your appointment, our staff will contact you to reschedule to a later date.

Documents to Provide
Please visit the What-to-Bring of our website for a list of documents, identification and other information we need you to provide at least one week prior to your appointment.

Tax Organizers
We encourage you to complete our new online 1040 Tax Organizer prior to your interview.  Our tax organizers are a helpful resource for helping you gather and organize information for your upcoming appointment. 

You can attach your tax documents and submit them with the Online Tax Organizer.   You may also deliver your documents in one of the following ways:

This is our extended tax appointment that should be selected if you have a more complex tax situation.  Select this service if you would like to schedule a 90-minute phone appointment to review and finalize your tax return.

Attending your phone appointment
Please call our offices at the start time of your appointment.  Provide your name and your preparer's name.  Our staff will then put your call through to your tax preparer.  

NE Broadway: 503-288-2000
NW Cornell 503-646-5600

$250 Retainer is required

We now require clients to provide a $250 retainer at the time tax documents are delivered or an appointment is requested.  The retainer is nonrefundable and will be applied towards the cost of providing tax services to you.

Preparing for your appointment

Deliver documents 7 days before your appointment.  We ask you deliver your tax documents to your preparer at least 7 days before of your appointment.  If we don't receive your documents at least 7 days prior to your appointment, our staff will contact you to reschedule to a later date.

Documents to Provide
Please visit the What-to-Bring of our website for a list of documents, identification and other information we need you to provide at least one week prior to your appointment.

Tax Organizers
We encourage you to complete our new online 1040 Tax Organizer prior to your interview.  Our tax organizers are a helpful resource for helping you gather and organize information for your upcoming appointment. 

You can attach your tax documents and submit them with the Online Tax Organizer.   You may also deliver your documents in one of the following ways:

STOP and READ - IMPORTANT INFORMATION BELOW

Schedule our Intake Interview service if you are interest in engaging Pacific Northwest Tax Service to prepare your tax return and would like to meet with your preparer PRIOR to engaging our services.

This appointment is a brief 30-minute appointment to answer questions you have prior to delivering your documents to us.  Before scheduling this appointment, please visit the Tax Organizer and What-to-Bring pages of our website, as most clients find answers to all their questions in these pages.

Please also review the Tax Preparation Procedures page of our website to get information on what to expect when you engage our services.

The fee for this appointment is $100 and is due at the time the appointment is scheduled.  Please note that this retainer is not refundable.  You can save $100 by scheduling a Tax Return Interview and delivering your tax documents at least one week prior to your appointment.

If you are interested in scheduling a Personal or Business Tax Consultation instead, please select one of the tax consultation services that we offer, instead.  Please note, that we don't offer tax consultations to help you prepare your own return and tax consultations are not offered between March 1 and April 15.

Select this service if you would like to consult with a tax preparer about your tax situation. Topics that can be covered in this meeting should be directed at seeking tax advice. 

Attending your phone appointment
Please call our offices at the start time of your appointment.  Provide your name and your preparer's name.  Our staff will then put your call through to your tax preparer.  

NE Broadway: 503-288-2000
NW Cornell 503-646-5600

Consultations not available March 1 -  April 18
Please be advised that we do not accept appointments for tax consultations between March 1 and April 15. 

Tax School
If you are seeking assistance with preparation or review of a return you prepared or are preparing, please be advised that we do not provide this kind of assistance, however we do offer a tax school where you can enroll in courses that teach you how to prepare your own tax return.

$275 Retainer is required
The retainer for booking this appointment is $275.00.  It is non-refundable.  You can change your appointment to another date at no additional charge, if you request a date change at least 1 business day prior to your appointment.

Preparing for your appointment

Deliver documents 7 days before your appointment.  We ask you deliver your tax documents at least 7 days before of your appointment.  

Documents to Provide
Please provide any documents relevant to the topics you want to discuss.  Examples include:

We offer Payroll and Bookkeeping services to our tax clients.  Select this service if you are a tax client and would like to meet with our payroll staff to discuss payroll services for your business.

If you are not a tax client, then we cannot provide bookkeeping or payroll services to your business.

Attending your phone appointment

Please call our offices at the start time of your appointment.  Provide your name and your preparer's name.  Our staff will then put your call through to your tax preparer. 

Select this service if you would like to consult with a tax preparer about your tax situation. Topics that can be covered in this meeting should be directed at seeking tax advice. 

Consultations not available March 1 -  April 18
Please be advised that we do not accept appointments for tax consultations between March 1 and April 15. 

Tax School
If you are seeking assistance with preparation or review of a return you prepared or are preparing, please be advised that we do not provide this kind of assistance, however we do offer a tax school where you can enroll in courses that teach you how to prepare your own tax return.

$275 Retainer is required
We now require clients to provide a $275 retainer at the time tax documents are delivered or an appointment is requested.  The retainer is nonrefundable and will be applied towards the cost of providing tax services to you.

Preparing for your appointment

Documents to Provide
Please provide any documents relevant to the topics you want to discuss.  Examples include:

Attending your phone appointment
Please call our offices at the start time of your appointment.  Provide your name and your preparer's name.  Our staff will then put your call through to your tax preparer.  

NE Broadway: 503-288-2000
NW Cornell 503-646-5600

We offer Payroll and Bookkeeping services to our tax clients.  Select this service if you are a tax client and would like to meet with our bookkeeping or payroll staff to discuss bookkeeping or payroll services for your business.

If you are not a tax client, then we cannot provide bookkeeping or payroll services to your business.

Attending your phone appointment

Please call our offices at the start time of your appointment.  Provide your name and your preparer's name.  Our staff will then put your call through to your tax preparer. 

Select this service if you would like to schedule a phone appointment with a LTC, LTP, EA,CPA, Bookkeeper or Payroll Specialist on staff to discuss our tax preparation, accounting or payroll services.

Due to the large number of requests for Meet & Greet appointments and the time constraints placed upon our on staff, we find it is necessary to charge a $100 fee for the time it will take our staff to meet with you.  Prior to booking this appointment, we recommend you visit the Pricing and What-To-Bring pages of our website, as many of your questions will be answered there.

Masks Required
Select this service if you would like to schedule a quick, in-person meeting to review and finalize your tax return with your tax preparer.  We are currently accepting in-person appointments at our offices, however, to protect the health and our staff, the following conditions apply:

What to Bring
Please bring copies of prior year returns and any documents relating to income or deductions you have.

Our office are open and staffed during normal business hours.  You do not need an appointment to sign documents or pay for services.  Please wait for our staff to tell you your documents are ready before you stop by to pick them up.

Select this service if you would like to schedule a phone appointment with a LTC, LTP, EA,CPA, Bookkeeper or Payroll Specialist on staff to discuss our tax preparation, accounting or payroll services.

Due to the large number of requests for Meet & Greet appointments and the time constraints placed upon our on staff, we find it is necessary to charge a $100 fee for the time it will take our staff to meet with you.  Prior to booking this appointment, we recommend you visit the Pricing and What-To-Bring pages of our website, as many of your questions will be answered there.

Attending your phone appointment
Please call our offices at the start time of your appointment.  Provide your name and your preparer's name.  Our staff will then put your call through to your tax preparer. 

Masks Required
Select this service if you would like to schedule a quick, in-person meeting to review and finalize your tax return with your tax preparer.  We are currently accepting in-person appointments at our offices, however, to protect the health and our staff, the following conditions apply:

$500 Retainer is required
We now require clients to provide a $500 retainer at the time tax documents are delivered or an appointment is requested.  The retainer is nonrefundable and will be applied towards the cost of providing tax services to you.

Preparing for your appointment

Deliver documents 7 days before your appointment.  We ask you deliver your tax documents to your preparer at least 7 days before of your appointment.  If we don't receive your documents at least 7 days prior to your appointment, our staff will contact you to reschedule to a later date.

Documents to Provide
Please visit the What-to-Bring page of our website for a list of documents, identification and other information we need you to provide at least one week prior to your appointment.

Tax Organizers
We ask that you review the information under the Trust/Estate Tax Organizer pages of our website and complete the appropriate 1041 Fiduciary Return or 706 Estate Return organizer prior to your interview.  Our tax organizers are a helpful resource for helping you gather and organize information for your upcoming appointment. 

You can deliver your documents in one of the following ways:

Masks Required
Select this service if you would like to schedule a quick, in-person meeting to review and finalize your tax return with your tax preparer.  We are currently accepting in-person appointments at our offices, however, to protect the health and our staff, the following conditions apply:

$500 Retainer is required
We now require clients to provide a $500 retainer at the time tax documents are delivered or an appointment is requested.  The retainer is nonrefundable and will be applied towards the cost of providing tax services to you.

Preparing for your appointment

Deliver documents 7 days before your appointment.  We ask you deliver your tax documents to your preparer at least 7 days before of your appointment.  If we don't receive your documents at least 7 days prior to your appointment, our staff will contact you to reschedule to a later date.

Documents to Provide
Please visit the What-to-Bring page of our website for a list of documents, identification and other information we need you to provide at least one week prior to your appointment.

Tax Organizers
We ask that you review the information under the Tax Organizer pages of our website and complete the appropriate Self Employment (single-member LLC), 1065 Partnership (multi-member LLC), 1120S (S-Corporation) or 1120 (C-Corporation) organizer prior to your interview.  Our tax organizers are a helpful resource for helping you gather and organize information for your upcoming appointment. 

You can deliver your documents in one of the following ways:

Masks Required
Select this service if you would like to schedule a quick, in-person meeting to review and finalize your tax return with your tax preparer.  We are currently accepting in-person appointments at our offices, however, to protect the health and our staff, the following conditions apply:

$500 Retainer is required
We now require clients to provide a $500 retainer at the time tax documents are delivered or an appointment is requested.  The retainer is nonrefundable and will be applied towards the cost of providing tax services to you.

Preparing for your appointment

Deliver documents 7 days before your appointment.  We ask you deliver your tax documents to your preparer at least 7 days before of your appointment.  If we don't receive your documents at least 7 days prior to your appointment, our staff will contact you to reschedule to a later date.

Documents to Provide
Please visit the What-to-Bring page of our website for a list of documents, identification and other information we need you to provide at least one week prior to your appointment.

Tax Organizers
We ask that you review the information under the Tax Organizer pages of our website and complete the Non-Profit/Exempt Organization organizer prior to your interview.  Our tax organizers are a helpful resource for helping you gather and organize information for your upcoming appointment. 

You can deliver your documents in one of the following ways:

This is our extended tax appointment that should be selected if you have a more complex tax situation.  Select this service if you would like to schedule a 60-minute online video meeting to review and finalize your business tax return.

Logging Into Meeting

You will log into the appointment by using the link in the confirmation and reminder emails you will receive, or by logging into this site and clicking on the meeting link inside your "My Bookings" tab.

We use Microsoft TEAMS for our video meetings.   You can join your TEAMS meeting from your browser, or you can download and install the TEAMS application to your device.

We recommend use of the following browsers:

Please avoid using the Safari browser as it often causes video difficulties.

$500 Retainer is required
We now require clients to provide a $500 retainer at the time tax documents are delivered or an appointment is requested.  The retainer is nonrefundable and will be applied towards the cost of providing tax services to you.

Preparing for your appointment

Deliver documents 7 days before your appointment.  We ask you deliver your tax documents to your preparer at least 7 days before of your appointment.  If we don't receive your documents at least 7 days prior to your appointment, our staff will contact you to reschedule to a later date.

Documents to Provide
Please visit the What-to-Bring of our website for a list of documents, identification and other information we need you to provide at least one week prior to your appointment.

Tax Organizers
We ask that you review the information under the Tax Organizer pages of our website and complete the appropriate Self Employment (single-member LLC), 1065 Partnership (multi-member LLC), 1120S (S-Corporation) or 1120 (C-Corporation) organizer prior to your interview.  Our tax organizers are a helpful resource for helping you gather and organize information for your upcoming appointment.  

You can attach your tax documents and submit them with the Online Tax Organizer.   You may also deliver your documents in one of the following ways:

Select this service to schedule a 60 minute interview to finalize preparation of your non-profit organization's tax return.

Logging Into Meeting

You will log into the appointment by using the link in the confirmation and reminder emails you will receive, or by logging into this site and clicking on the meeting link inside your "My Bookings" tab.

We use Microsoft TEAMS for our video meetings.   You can join your TEAMS meeting from your browser, or you can download and install the TEAMS application to your device.

We recommend use of the following browsers:

Please avoid using the Safari browser as it often causes video difficulties.

$500 Retainer is required
We now require clients to provide a $500 retainer at the time tax documents are delivered or an appointment is requested.  The retainer is nonrefundable and will be applied towards the cost of providing tax services to you.

Preparing for your appointment

Deliver documents 7 days before your appointment.  We ask you deliver your tax documents to your preparer at least 7 days before of your appointment.  If we don't receive your documents at least 7 days prior to your appointment, our staff will contact you to reschedule to a later date.

Documents to Provide
Please visit the What-to-Bring page of our website for a list of documents, identification and other information we need you to provide at least one week prior to your appointment.

Tax Organizers
We ask that you review the information under the Tax Organizer pages of our website and complete the Non-Profit/Exempt Organization organizer prior to your interview.  Our tax organizers are a helpful resource for helping you gather and organize information for your upcoming appointment. 

You can deliver your documents in one of the following ways:

Select this service if you would like to schedule a video meeting with a LTC, LTP, EA,CPA, Bookkeeper or Payroll Specialist on staff to discuss our tax preparation, accounting or payroll services.

Due to the large number of requests for Meet & Greet appointments and the time constraints placed upon our on staff, we find it is necessary to charge a fee for thof $100 for thee time it will take our staff to meet with you.  Prior to booking this appointment, we recommend you visit the Pricing and What-To-Bring pages of our website, as many of your questions will be answered there.

You will log into the appointment by using the link in the confirmation and reminder emails you will receive, or by logging into this site and clicking on the meeting link inside your "My Bookings" tab.

Select this service if you would like to schedule a 60-minute phone appointment to review and finalize your Non-Profit Exempt Organization Form 990 tax return.

Attending your phone appointment
Please call our offices at the start time of your appointment.  Provide your name and your preparer's name.  Our staff will then put your call through to your tax preparer.  

NE Broadway: 503-288-2000
 NW Cornell 503-646-5600

$500 Retainer is required
We now require clients to provide a $500 retainer at the time tax documents are delivered or an appointment is requested.  The retainer is nonrefundable and will be applied towards the cost of providing tax services to you.

Preparing for your appointment

Deliver documents 7 days before your appointment.  We ask you deliver your tax documents to your preparer at least 7 days before of your appointment.  If we don't receive your documents at least 7 days prior to your appointment, our staff will contact you to reschedule to a later date.

Documents to Provide
Please visit the What-to-Bring page of our website for a list of documents, identification and other information we need you to provide at least one week prior to your appointment.

Tax Organizers
We ask that you review the information under the Tax Organizer pages of our website and complete the Non-Profit/Exempt Organization organizer prior to your interview.  Our tax organizers are a helpful resource for helping you gather and organize information for your upcoming appointment. 

You can deliver your documents in one of the following ways:

Select this service if you would like to schedule a 60-minute phone appointment to review and finalize your business tax return.

Attending your phone appointment
Please call our offices at the start time of your appointment.  Provide your name and your preparer's name.  Our staff will then put your call through to your tax preparer.  

NE Broadway: 503-288-2000
NW Cornell 503-646-5600

$500 Retainer is required
We now require clients to provide a $500 retainer at the time tax documents are delivered or an appointment is requested.  The retainer is nonrefundable and will be applied towards the cost of providing tax services to you.

Preparing for your appointment

Deliver documents 7 days before your appointment.  We ask you deliver your tax documents to your preparer at least 7 days before of your appointment.  If we don't receive your documents at least 7 days prior to your appointment, our staff will contact you to reschedule to a later date.

Documents to Provide
Please visit the What-to-Bring of our website for a list of documents, identification and other information we need you to provide at least one week prior to your appointment.

Tax Organizers
We ask that you review the information under the Tax Organizer pages of our website and complete the appropriate Self Employment (single-member LLC), 1065 Partnership (multi-member LLC), 1120S (S-Corporation) or 1120 (C-Corporation) organizer prior to your interview.  Our tax organizers are a helpful resource for helping you gather and organize information for your upcoming appointment.  

You can attach your tax documents and submit them with the Online Tax Organizer.   You may also deliver your documents in one of the following ways:

Select this service if you would like to schedule a 60-minute online video meeting to review and finalize your trust or estate tax return.

Logging Into Meeting

You will log into the appointment by using the link in the confirmation and reminder emails you will receive, or by logging into this site and clicking on the meeting link inside your "My Bookings" tab.

We use Microsoft TEAMS for our video meetings.   You can join your TEAMS meeting from your browser, or you can download and install the TEAMS application to your device.

We recommend use of the following browsers:

Please avoid using the Safari browser as it often causes video difficulties.

$500 Retainer is required

We now require clients to provide a $500 retainer at the time tax documents are delivered or an appointment is requested.  The retainer is nonrefundable and will be applied towards the cost of providing tax services to you.

Preparing for your appointment

Deliver documents 7 days before your appointment.  We ask you deliver your tax documents to your preparer at least 7 days before of your appointment.  If we don't receive your documents at least 7 days prior to your appointment, our staff will contact you to reschedule to a later date.

Documents to Provide
Please visit the What-to-Bring page of our website for a list of documents, identification and other information we need you to provide at least one week prior to your appointment.

Tax Organizers
We ask that you review the information under the Trust/Estate Tax Organizer pages of our website and complete the appropriate 1041 Fiduciary Return or 706 Estate Return organizer prior to your interview.  Our tax organizers are a helpful resource for helping you gather and organize information for your upcoming appointment. 

You can deliver your documents in one of the following ways:

Select this service if you would like to schedule a 60-minute phone appointment to review and finalize your esate or trust tax return.

Attending your phone appointment
Please call our offices at the start time of your appointment.  Provide your name and your preparer's name.  Our staff will then put your call through to your tax preparer.  

NE Broadway: 503-288-2000
NW Cornell 503-646-5600

$500 Retainer is required
We now require clients to provide a $500 retainer at the time tax documents are delivered or an appointment is requested.  The retainer is nonrefundable and will be applied towards the cost of providing tax services to you.

Preparing for your appointment

Deliver documents 7 days before your appointment.  We ask you deliver your tax documents to your preparer at least 7 days before of your appointment.  If we don't receive your documents at least 7 days prior to your appointment, our staff will contact you to reschedule to a later date.

Documents to Provide
Please visit the What-to-Bring of our website for a list of documents, identification and other information we need you to provide at least one week prior to your appointment.

Tax Organizers
We ask that you review the information under the Tax Organizer pages of our website and complete the appropriate Self Employment (single-member LLC), 1065 Partnership (multi-member LLC), 1120S (S-Corporation) or 1120 (C-Corporation) organizer prior to your interview.  Our tax organizers are a helpful resource for helping you gather and organize information for your upcoming appointment.  

You can attach your tax documents and submit them with the Online Tax Organizer.   You may also deliver your documents in one of the following ways: