Pacific Northwest Tax Service
Contacts
- pnwtax.simplybook.me
- Westside - Cornell Road, 13405 NW Cornell Road, OR, Portland
- Don't use this - old phone appointment category
- Eastside - Broadway Street, 2100 Northeast Broadway, Suite 105, 97232, Portland
- Phone or Online Video Meeting, Online or by phone
- Internal appointment
- Drop Off - Due Date Appointment
Opening hours
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Sunday
Day off
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Monday
9:00 AM - 5:00 PM
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Tuesday
9:00 AM - 5:00 PM
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Wednesday
9:00 AM - 5:00 PM
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Thursday
9:00 AM - 5:00 PM
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Friday
9:00 AM - 12:00 PM
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Saturday
Day off
About the company
Welcome to our Appointment Booking Site!Covid safety procedures: Our offices are open and fully staffed for the tax season. The following protocols are in effect to protect the health of our employees and their families.All appointments will be phone or online video appointments.You may enter our offices to drop off/pick up documents, or to pay your bill.One client is permitted in the office at a time and masks are required. Please wait outside the office if you see another client is inside.Limit visits to our offices to 5 minutes or less.Deliver your tax documents to your preparer at least 7 days prior to your phone or video appointment. Documents can be delivered in the following ways:Dropped at one of our offices during normal business hours,Uploaded to our secure portal, Mail or delivery service such as UPS or FedEX.Booking site instructions are as follows:Returning clients - We may have already created your account. Use the "Remind Password" link to reset your password.New clients/returning clients without an account - You will be asked to create an account to book your appointment.Important appointment confirmation information:Your online appointment will not appear on our calendar until it is confirmed by our staff. You will receive a confirmation email once your appointment is accepted by our staff. To make or change an appointment for today, please call our front desk staff as follows: Westside Cornell office 503-646-5600Eastside Broadway office 503-288-2000 February 1 – April 15 office hours are as follows:Weekdays: 9:00 AM – 6:00 PM Saturdays: 9 AM – 3:00 PM Sundays: ClosedApril 16-January 31 office hours are as follows:Weekdays 9:00 AM - 5:00 PM Weekends ClosedWe are closed Memorial Day, Independence Day, Labor Day, Thanksgiving Day, Black Friday, Christmas Day, Boxing Day and New Years DayPlease call us or send us a message if you have any questions. Thank you for choosing Pacific Northwest Tax Service. We look forward to working with you.Our team
Gary Astorino EA, LTC, -Eastside - Broadway
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Gary Astorino EA, LTC, -Eastside - Broadway
Gary Astorino has worked in taxes and accounting for close to 40
years. His interest in accounting started early when he was in
high-school where, at age 18, he graduated from Centennial High School
with a 2-year degree in Accounting Technology. While attending Mt.
Hood Community College, Gary completed a tax course, and then began
working as a Vita Volunteer for the IRS. He continued on to Portland
State University where he completed his Bachelor’s degree in Business
Management was then accepted into PSU’s Masters of taxation program.For 36 years he
managed the licensing, taxes, and accounting systems of a
Portland-based trucking company. For 20
years he has worked as a seasonal preparer for Pacific Northwest Tax
Service. He is an Oregon Licensed Tax Consultant and IRS Enrolled
Agent. Licensed Tax Consultant Enrolled Agent
49
Nancy Aleshire - Eastside - Broadway
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Nancy Aleshire - Eastside - Broadway
While attending Portland State University as an accounting in 1987, Nancy began working for, and eventually took ownership of, an electrostatic painting company, where her accounting knowledge was applied to running the financial and management side of her own business.
Nancy remained in the painting industry for 19 years, through 2008, when she decided to return to the accounting profession by attending Pacific Northwest Tax School's Basic Tax Course. Nancy successfully completed the Basic Tax Course as a top-performing student, and joined Pacific Northwest Tax Service's team of tax professionals that same year. Since 2008, Nancy has served hundreds of tax clients, and played a vital role in the continued development and delivery of content to thousands of tax professionals who complete Pacific Northwest Tax School's educational programs every year. In 2013, Nancy passed Oregon's rigorous tax consultant exam and was rewarded with the credential of Licensed Tax Consultant. She is an IRS Enrolled Agent. Nancy is proficient with preparation of individual, small business, non-profit and trust returns.
Nancy was born and raised in Portland, Oregon, and now resides on the west side of Portland, with her husband and children. She is an avid reader, who enjoys taking long walks with her two dogs, and summer camping trips with her family.Managing ConsultantIRS Enrolled Agent
Licensed Tax Consultant
B.S. Portland State University
49
Austin Gutierrez, CPA, EA - Westside- Cornell
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Austin Gutierrez, CPA, EA - Westside- Cornell
Austin joined PNW Tax while still in high school. He achieved his LTP in 2016, his LTC in 2018, became an IRS Enrolled Agent in 2019, and became a Certified Public Accountant in 2024.
He graduated from Portland State University in 2021 with a bachelor's of science degree in Accounting with a minor in Political Science. Austin resides in Portland, Oregon. His pastimes include travel, and political analysis.Austin is proficient with preparation of complex individual and small business tax returns including: * Wage and investment income
* Like-kind exchanges
* Foreign income
* FATCA/FBAR * Sale of home* Itemized deductions* Gift tax
* Business income* Rental income
* Multi-state returns
* Partnerships (1065)
* S Corporations (1120S)
* C Corporations (1120)
* QuickBooks software
* Complex accounting
* PayrollCertified Public AccountantIRS Enrolled Agent BS Accounting Portland State University
April Gutierrez, LTC, EA - Westside- Cornell
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
April Gutierrez, LTC, EA - Westside- Cornell
April founded PNW Tax in 1992. She grew up in Calgary Canada before attending Murdoch University in Perth, Australia, where she graduated with a B.A. in Communication Studies. She worked in advertising and for Dale Carnegie training before arriving in Portland to enter the tax preparation industry. In 2001 she formed Pacific Northwest Tax School for which she wrote and taught an 80-hour tax course to train tax preparers to pass Oregon's rigorous LTP and LTC exams. Her school consistently receives pass rates among the highest in the State.In addition to providing tax preparation services to clients, April is responsible for training staff and providing oversight to their work. Her areas of expertise include:* Wage and investment income * Like-kind exchanges * Foreign income * FATCA/FBAR * Virtual currency* Business income * Farm income* Rental Property* Multi-state returns * Estates and Trusts* Payroll matters* Tax audit supportApril resides on a 21-acre farm in Portland Oregon, where she owns and operates a horse-leasing business. Her pastimes include riding and training horses, horse camping, travel and watching great TV series at home with her family.Licensed Tax ConsultantEnrolled AgentBA Communications, Murdoch University, Perth Australia
Melissa L Spoharski, EA, LTC, CFP® - Eastside - Broadway
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Melissa L Spoharski, EA, LTC, CFP® - Eastside - Broadway
IRS Enrolled Agent / Oregon Licensed Tax Consultant / CERTIFIED FINANCIAL PLANNER™Melissa specializes in complex individual returns as well as trusts and estates.She has been an Enrolled Agent for over 20 years and is also a CERTIFIED FINANCIAL PLANNER™.
Jordan Gutierrez, LTC, EA - Westside - Cornell
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Jordan Gutierrez, LTC, EA - Westside - Cornell
Jordan Gutierrez grew up coming to the tax office with his parents, and decided to follow in their footsteps. He achieved his LTP in 2022 and keenly advances his knowledge at every opportunity. After tax season in 2023 he exceeded expectations by acquiring his LTC and passing the EA exams. Outside of the office, Jordan is running for State Representative for Oregon's house District 31 to hopefully change our state's tax system. He also enjoys trading in options contracts, riding horses, meeting new people, spending time with family, investing in real-estate & the markets, and learning about local issues. * Wage and investment income * Rental income & expenses* Capital gains and losses* Self-employment* Change in Accounting Method & fixing back year issues. * Professional Traders* Multi-state returns
Sherry Munn, LTP - Eastside - Broadway
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Sherry Munn, LTP - Eastside - Broadway
NOTE: Sherry is Available Tax Season ONLYSherry worked in the food manufacturing and baking industry for 30
years. During that time, she held a variety of positions, including
18-plus years in quality and food safety roles.
Contemplating a complete change in careers, Sherry decided to move into
another field of interest, and spent a season volunteering with the VITA
Tax Aid program. After some training preparing taxes, she realized she
would like to make this her second career path. Shifting her focus to
tax law and application, Sherry enrolled in the 80-hour Basic Tax
Course, offered by Pacific Northwest Tax School. After successfully
completing the course, and passing the Oregon Tax Board Exam, Sherry
joined Pacific Northwest Tax Service. Sherry is proficient with preparation of complex individual tax returns
including reporting of self-employment, rental income and multi-state
returns. During the rest of the year, she spends time as a caretaker for her
grandson. When opportunity allows, she enjoys traveling, camping, and
gardening. Licensed Tax Preparer
Heather Hua, LTC, EA- Westside - Cornell
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Heather Hua, LTC, EA- Westside - Cornell
Heather is a QuickBooks Pro and business tax return specialist extraordinaire. She received her Bachelor of Science degree in accounting and finance from Portland State University in 2006. Her demanding double-major program equipped Heather with detailed knowledge, interest and experience in accounting and financial matters.
With over a decade of experience at Pacific Northwest Tax Service, Heather provides bookkeeping and payroll services to a wide range of clientele. She became a Certified QuickBooks ProAdvisor in 2007. In 2007, she completed Pacific Northwest Tax School's rigorous 80-Hour Tax Course, and successfully passed Oregon's LTP exam. She became an LTC in 2013 and IRS Enrolled Agent in 2021. Her LTC and EA credential furthers the detailed working tax knowledge she offers her clients.
Heather is proficient with preparation of complex individual and small business tax returns including: * Individual returns (1040) * Like-kind exchanges * Foreign income * Self employment income * Multi-state returns * Trust and estates (1041) * Partnerships (1065) * S Corporations (1120S) * C Corporations (1120) Heather has been a member of Beta Alpha Psi since 2004, and member of Beta Gamma Sigma since 2005. In 2006, she was a recipient of the President's Award for Outstanding Community Engagement.
Heather spends most of her free time with her family. Her favorite hobbies are reading, watching movies and traveling. Accounting & Payroll Specialist Oregon Licensed Tax Consultant
Certified Quickbooks Pro Advisor
B.S. Portland State University
Jenn Kimsey, LTP - Westside - Cornell
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Jenn Kimsey, LTP - Westside - Cornell
After graduating with a BA from Oregon State University in 2010, Jenn moved to Portland and never looked back! She is a proud Portlander who found herself at PNW Tax after an extensive career as a preschool teacher. Jenn studied tax law with Pacific Northwest Tax School and passed Oregon's LTP exam in 2023. To better support clients, she is currently pursuing a postbaccalaureate accounting degree while working as a tax preparer and bookkeeper. Her areas of expertise include: * Wage and investment income * Itemized deductions * Interest and dividend income* Sale of home * Rental income and expenses* Capital gains and losses* Self-employment income - including Amazon (FBA/FBM), eBay, and other 3rd party reselling platforms
Nick Cartier, LTP - Westside - Cornell
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Nick Cartier, LTP - Westside - Cornell
Licensed Tax Preparer B.S Accounting – Portland State University Nick received a Bachelor of Science Degree in Accounting from Portland State University in 2020. After he graduated, he assisted property accounts in non-profit affordable housing and studied for the CPA exam. He hated the idea of taxes until he took the REG CPA exam, afterwards wanting to dedicate his time to better understand personal and business tax law. Nick started with PNW Tax in the summer of 2024 and has been closely studying and learning under other tax preparers in the office. Nick has passed all four parts of the CPA exam and is now getting his work experience requirement for his CPA license.When not working Nick enjoys watching movies, playing board games, and catching up with friends over a meal. Nick also enjoys traveling and trying new foods. His future travel goals include traveling throughout Europe and Asia, which at the top of his list being New Zealand to see the Shire. Nick is proficient with preparation of complex individual and small business tax returns including: * Wage and investment income * Like-kind exchanges * Foreign income * FATCA/FBAR* Gift Tax* Sale of Home* Itemized deductions* Business income* Rental income * Multi-state returns * Partnerships (1065) * S Corporations (1120S)* C Corporations (1120)* QuickBooks software* Complex accounting
Top services
Business Consultation - In Person
60 min
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. In-office appointments are limited to 60 minutes or less. You must
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Business Consultation - In Person
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. In-office appointments are limited to 60 minutes or less. You must reschedule your appointment if you experience any symptoms of illness within one day of the appointment.Consultations not available February 1 - April 18Please be advised that we do not accept appointments for tax consultations between February 1 to April 18. $325 Retainer is requiredThe retainer for booking this appointment is $325.00. 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.The Retainer is $500 for appointments scheduled with April Gutierrez, EAThe Retainer is $450 for appointments scheduled with Austin Gutierrez, CPAPreparing for your appointmentDocuments to ProvidePlease provide any documents relevant to the topics you want to discuss. Examples include:Copy of prior year return (if PNW Tax did not prepare)Copy of IRS or state correspondenceIncome statements
Business Consultation - Online Video Meeting
60 min
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 February 1 - April 18Please be advised
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Business Consultation - Online Video Meeting
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 February 1 - April 18Please be advised that we do not accept appointments for tax consultations between February 1 to April 18. Logging Into MeetingYou 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:Microsoft EdgeFirefoxChromePlease avoid using the Safari browser as it often causes video difficulties.$325 Retainer is requiredThe retainer for booking this appointment is $325.00. 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.The Retainer is $500 for appointments scheduled with April Gutierrez, EAThe Retainer is $450 for appointments scheduled with Austin Gutierrez, CPAPreparing for your appointmentDeliver documents 7 days before your appointment. We ask you deliver your tax documents at least 7 days before of your appointment. Documents to ProvidePlease provide any documents relevant to the topics you want to discuss. Examples include:Copy of prior year return (if PNW Tax did not prepare)Copy of IRS or state correspondenceIncome statements
Business Consultation - Phone Appointment
60 min
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 appointmentPlease call our offices at the st
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Business Consultation - Phone Appointment
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 appointmentPlease 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: 503-288-2000NW Cornell 503-646-5600Consultations not available February 1 - April 18Please be advised that we do not accept appointments for tax consultations between February 1 to April 18. $325 Retainer is requiredThe retainer for booking this appointment is $325.00. 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.The Retainer is $500 for appointments scheduled with April Gutierrez, EAThe Retainer is $450 for appointments scheduled with Austin Gutierrez, CPAPreparing for your appointmentDeliver documents 7 days before your appointment. We ask you deliver your tax documents at least 7 days before of your appointment. Documents to ProvidePlease provide any documents relevant to the topics you want to discuss. Examples include:Copy of prior year return (if PNW Tax did not prepare)Copy of IRS or state correspondenceIncome statements
60-Minute Tax Return - In Person
60 min
This is our standard tax appointment that most clients choose. Select this service if you would like to schedule a 60-minute in person meeting to review and finalize your tax return.In-office appointments are limited to 60 minutes or less. You must r
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
60-Minute Tax Return - In Person
This is our standard tax appointment that most clients choose. Select this service if you would like to schedule a 60-minute in person meeting to review and finalize your tax return.In-office appointments are limited to 60 minutes or less. You must reschedule appointment if you experience any symptoms of illness within one day of the appointment.$325 Retainer is requiredWe now require clients to provide a $325 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 appointmentDeliver 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 ProvidePlease 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 OrganizersWe 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:Drop off at our offices - To minimize time spent in our offices, we ask that you drop your documents and quickly leave. Please do not ask staff questions during drop off. Drop your documents, then call or email your tax preparer with any questions you may have. Upload to our secure online portal - If you do not have a Portal or have forgotten your password, please request portal access by completing the Portal Request section of this booking page. PDF scans, Excel files, Word documents, and JPEG photos of your documents are all acceptable formats.U.S. Postal Service/FedEx/UPS
Personal Tax Consultation - In Person
60 min
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. In-office appointments are limited to 60 minutes or less. Yo
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Personal Tax Consultation - In Person
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. In-office appointments are limited to 60 minutes or less. You must reschedule appointment if you experience any symptoms of illness within one day of the appointment.Consultations not available February 1 - April 18Please be advised that we do not accept appointments for tax consultations between February 1 to April 18. $325 Retainer is requiredThe retainer for booking this appointment is $325.00. 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.The Retainer is $500 for appointments scheduled with April Gutierrez, EAThe Retainer is $450 for appointments scheduled with Austin Gutierrez, CPAPreparing for your appointmentDocuments to ProvidePlease provide any documents relevant to the topics you want to discuss. Examples include:Copy of prior year return (if PNW Tax did not prepare)Copy of IRS or state correspondenceIncome statements
Personal Tax Consultation - Online Video Meeting
60 min
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 February 1 - April 18Please be advised
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Personal Tax Consultation - Online Video Meeting
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 February 1 - April 18Please be advised that we do not accept appointments for tax consultations between February 1 to April 18. Logging Into MeetingYou 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:Microsoft EdgeFirefoxChromePlease avoid using the Safari browser as it often causes video difficulties.$325 Retainer is requiredThe retainer for booking this appointment is $325.00. 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.The Retainer is $500 for appointments scheduled with April Gutierrez, EAThe Retainer is $450 for appointments scheduled with Austin Gutierrez, CPAPreparing for your appointmentDeliver documents 7 days before your appointment. We ask you deliver your tax documents at least 7 days before of your appointment. Documents to ProvidePlease provide any documents relevant to the topics you want to discuss. Examples include:Copy of prior year return (if PNW Tax did not prepare)Copy of IRS or state correspondenceIncome statementsPlease 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 OrganizersWe 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:Drop off at our offices - To minimize time spent in our offices, we ask that you drop your documents and quickly leave. Please do not ask staff questions during drop off. Drop your documents, then call or email your tax preparer with any questions you may have. Upload to our secure online portal - If you do not have a Portal or have forgotten your password, please request portal access by completing the Portal Request section of this booking page. PDF scans, Excel files, Word documents, and JPEG photos of your documents are all acceptable formats.U.S. Postal Service/FedEx/UPS
Personal Tax Consultation - Phone Appointment
60 min
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 February 1 - April 18Please be advise
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Personal Tax Consultation - Phone Appointment
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 February 1 - April 18Please be advised that we do not accept appointments for tax consultations between February 1 to April 18. $325 Retainer is requiredThe retainer for booking this appointment is $325.00. 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.The Retainer is $500 for appointments scheduled with April Gutierrez, EAThe Retainer is $450 for appointments scheduled with Austin Gutierrez, CPAPreparing for your appointmentDocuments to ProvidePlease provide any documents relevant to the topics you want to discuss. Examples include:Copy of prior year return (if PNW Tax did not prepare)Copy of IRS or state correspondenceIncome statementsAttending your phone appointmentPlease 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: 503-288-2000NW Cornell 503-646-5600
Standard 60-minute Tax Return Phone Appointment
60 min
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 appointmentPlease call our offices at the start time of your appointment. Provide your nam
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Standard 60-minute Tax Return Phone Appointment
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 appointmentPlease 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: 503-288-2000NW Cornell 503-646-5600$325 Retainer is requiredWe now require clients to provide a $325 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 appointmentDeliver 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 ProvidePlease 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 OrganizersWe 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:Drop off at our offices - To minimize time spent in our offices, we ask that you drop your documents and quickly leave. Please do not ask staff questions during drop off. Drop your documents, then call or email your tax preparer with any questions you may have. Upload to our secure online portal - If you do not have a Portal or have forgotten your password, please request portal access by completing the Portal Request section of this booking page. PDF scans, Excel files, Word documents, and JPEG photos of your documents are all acceptable formats.U.S. Postal Service/FedEx/UPS
60-Minute Tax Return - Online Video Meeting
60 min
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 MeetingYou will log into the appointment by us
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
60-Minute Tax Return - Online Video Meeting
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 MeetingYou 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:Microsoft EdgeFirefoxChromePlease avoid using the Safari browser as it often causes video difficulties.$325 Retainer is requiredWe now require clients to provide a $325 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 appointmentDeliver 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 ProvidePlease 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 OrganizersWe 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:Drop off at our offices - To minimize time spent in our offices, we ask that you drop your documents and quickly leave. Please do not ask staff questions during drop off. Drop your documents, then call or email your tax preparer with any questions you may have. Upload to our secure online portal - If you do not have a Portal or have forgotten your password, please request portal access by completing the Portal Request section of this booking page. PDF scans, Excel files, Word documents and JPEG photos of your documents are all acceptable formats.U.S. Postal Service/FedEx/UPS
Intake Interview - In Person
30 min
STOP and READ - IMPORTANT INFORMATION BELOWSchedule our Intake Interview service if you are a current client and interested in engaging Pacific Northwest Tax Service to prepare your tax return and would like to meet with your preparer
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Intake Interview - In Person
STOP and READ - IMPORTANT INFORMATION BELOWSchedule our Intake Interview service if you are a current client and interested 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 $200 and is due at the time the appointment is scheduled. Please note that this retainer is not refundable. You can save $200 by scheduling a Tax Return Interview and delivering your tax documents at least one week prior to your appointment.You must reschedule appointment if you experience any symptoms of illness within one day of the 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 February 1 and April 15.
Intake Interview - Phone Appointment
30 min
STOP and READ - IMPORTANT INFORMATION BELOWSchedule our Intake Interview service if you are a current client and interested in engaging Pacific Northwest Tax Service to prepare your tax return and would like to meet with your prep
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Intake Interview - Phone Appointment
STOP and READ - IMPORTANT INFORMATION BELOWSchedule our Intake Interview service if you are a current client and interested 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 $200 and is due at the time the appointment is scheduled. Please note that this retainer is not refundable. You can save $200 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.Attending your phone appointmentPlease 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: 503-288-2000NW Cornell 503-646-5600
Tax Return Due Date New Client
60 min
Select this service if all of the following is true for you:You are a new client to PNW Tax, or you used our services more than 2 years ago, andYou do NOT want to meet with or speak to your tax preparer, andYou would like to deliver documents and pay
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Tax Return Due Date New Client
Select this service if all of the following is true for you:You are a new client to PNW Tax, or you used our services more than 2 years ago, andYou do NOT want to meet with or speak to your tax preparer, andYou would like to deliver documents and pay a retainer so that our staff will prepare your tax returns.
Tax Return Due Date Returning Client
60 min
Select this service if all of the following is true for you:You are a new client to PNW Tax, or you used our services with the past two years, andYou do NOT want to meet with or speak to your tax preparer, andYou would like to deliver documents and p
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Tax Return Due Date Returning Client
Select this service if all of the following is true for you:You are a new client to PNW Tax, or you used our services with the past two years, andYou do NOT want to meet with or speak to your tax preparer, andYou would like to deliver documents and pay a retainer so that our staff will prepare your tax returns.
Trust or Estate Return - In Person - New Client
60 min
Select this service if you would like to schedule a 60-minute in person meeting to review and finalize your trust or estate tax return. In-office appointments are limited to 60 minutes or less. You must reschedule appointment if you experie
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Trust or Estate Return - In Person - New Client
Select this service if you would like to schedule a 60-minute in person meeting to review and finalize your trust or estate tax return. In-office appointments are limited to 60 minutes or less. You must reschedule appointment if you experience any symptoms of illness within one day of the appointment.$800 Retainer is requiredWe now require clients to provide a $800 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 appointmentDeliver 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 ProvidePlease 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 OrganizersWe 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:Drop off at our offices - To minimize time spent in our offices, we ask that you drop your documents and quickly leave. Please do not ask staff questions during drop off. Drop your documents, then call or email your tax preparer with any questions you may have. Upload to our secure online portal - If you do not have a Portal or have forgotten your password, please request portal access by completing the Portal Request section of this booking page. PDF scans, Excel files, Word documents, and JPEG photos of your documents are all acceptable formats.U.S. Postal Service/FedEx/UPS
Trust/Estate Return - Returning Client In Person
60 min
Select this service if you would like to schedule a 60-minute in person meeting to review and finalize your trust or estate tax return. In-office appointments are limited to 60 minutes or less. You must reschedule appointment if you experie
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Trust/Estate Return - Returning Client In Person
Select this service if you would like to schedule a 60-minute in person meeting to review and finalize your trust or estate tax return. In-office appointments are limited to 60 minutes or less. You must reschedule appointment if you experience any symptoms of illness within one day of the appointment.$650 Retainer is requiredWe now require clients to provide a $650 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 appointmentDeliver 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 ProvidePlease 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 OrganizersWe 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:Drop off at our offices - To minimize time spent in our offices, we ask that you drop your documents and quickly leave. Please do not ask staff questions during drop off. Drop your documents, then call or email your tax preparer with any questions you may have. Upload to our secure online portal - If you do not have a Portal or have forgotten your password, please request portal access by completing the Portal Request section of this booking page. PDF scans, Excel files, Word documents, and JPEG photos of your documents are all acceptable formats.U.S. Postal Service/FedEx/UPS
Trust or Estate Return - Online Video Meeting - Returning Client
60 min
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 MeetingYou will log into the appointment by using the link in the confirmation and reminder emails
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Trust or Estate Return - Online Video Meeting - Returning Client
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 MeetingYou 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:Microsoft EdgeFirefoxChromePlease avoid using the Safari browser as it often causes video difficulties.$650 Retainer is requiredWe now require clients to provide a $650 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 appointmentDeliver 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 ProvidePlease 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 OrganizersWe 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:Drop off at our offices - To minimize time spent in our offices, we ask that you drop your documents and quickly leave. Please do not ask staff questions during drop off. Drop your documents, then call or email your tax preparer with any questions you may have. Upload to our secure online portal - If you do not have a Portal or have forgotten your password, please request portal access by completing the Portal Request section of this booking page. PDF scans, Excel files, Word documents and JPEG photos of your documents are all acceptable formats.U.S. Postal Service/FedEx/UPS
Trust or Estate Return - Online Video meeting - New Client
60 min
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 MeetingYou will log into the appointment by using the link in the confirmation and reminder emails
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Trust or Estate Return - Online Video meeting - New Client
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 MeetingYou 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:
Microsoft
Edge
Firefox
Chrome
Please avoid using the Safari browser as it often causes video difficulties.$800 Retainer is requiredWe now require clients to provide a $800 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 appointmentDeliver 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:
Drop
off at our offices - To minimize time spent in our
offices, we ask that you drop your documents and quickly leave.
Please do not ask staff questions during drop off. Drop
your documents, then call or email your tax preparer with any questions
you may have.
Upload
to our secure online portal - If you do not have a Portal or
have forgotten your password, please request portal access by completing
the Portal Request section of this booking page. PDF scans, Excel
files, Word documents and JPEG photos of your documents are all acceptable
formats.
U.S.
Postal Service/FedEx/UPS
Estate or Trust Tax Return - Phone Appointment - Returning Client
60 min
Select this service if you would like to schedule a 60-minute phone appointment to review and finalize your estate or trust tax return.Attending your phone appointment Please call our offices at the start time of your appointment. Provide your
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Estate or Trust Tax Return - Phone Appointment - Returning Client
Select this service if you would like to schedule a
60-minute phone appointment to review and finalize your estate 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$650 Retainer is required
We now require clients to provide a $650 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 appointmentDeliver 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:
Drop
off at our offices - To minimize time spent in our
offices, we ask that you drop your documents and quickly leave.
Please do not ask staff questions during drop off. Drop
your documents, then call or email your tax preparer with any questions
you may have.
Upload
to our secure online portal - If you do not have a Portal or
have forgotten your password, please request portal access by completing
the Portal Request section of this booking page. PDF scans, Excel
files, Word documents, and JPEG photos of your documents are all
acceptable formats.
U.S.
Postal Service/FedEx/UPS
Estate or Trust Tax Return - Phone Appointment - New Client
60 min
Select this service if you would like to schedule a 60-minute phone appointment to review and finalize your estate or trust tax return.Attending your phone appointment Please call our offices at the start time of your appointment. Provide your
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Estate or Trust Tax Return - Phone Appointment - New Client
Select this service if you would like to schedule a
60-minute phone appointment to review and finalize your estate 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$800 Retainer is required
We now require clients to provide a $800 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 appointmentDeliver 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:
Drop
off at our offices - To minimize time spent in our
offices, we ask that you drop your documents and quickly leave.
Please do not ask staff questions during drop off. Drop
your documents, then call or email your tax preparer with any questions
you may have.
Upload
to our secure online portal - If you do not have a Portal or
have forgotten your password, please request portal access by completing
the Portal Request section of this booking page. PDF scans, Excel
files, Word documents, and JPEG photos of your documents are all
acceptable formats.
U.S.
Postal Service/FedEx/UPS
Business Return - Returning Client In Person
60 min
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 in person meeting to review and finalize your business tax return.In-office appointme
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Business Return - Returning Client In Person
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 in person meeting to review and finalize your business
tax return.In-office appointments are limited to 60 minutes or less.
You must reschedule appointment if you experience any symptoms of illness
within one day of the appointment.$650 Retainer is required
We now require clients to provide a $650 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 appointmentDeliver 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:
Drop
off at our offices - To minimize time spent in our
offices, we ask that you drop your documents and quickly leave.
Please do not ask staff questions during drop off. Drop
your documents, then call or email your tax preparer with any questions
you may have.
Upload
to our secure online portal - If you do not have a Portal or
have forgotten your password, please request portal access by completing
the Portal Request section of this booking page. PDF scans, Excel
files, Word documents, and JPEG photos of your documents are all
acceptable formats.
U.S.
Postal Service/FedEx/UPS
Business Return - In Person - New Client
60 min
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 in person meeting to review and finalize your business tax return.In-office appointme
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Business Return - In Person - New Client
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 in person meeting to review and finalize your business
tax return.In-office appointments are limited to 60 minutes or less.
You must reschedule appointment if you experience any symptoms of illness
within one day of the appointment.$800 Retainer is required
We now require clients to provide a $800 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 appointmentDeliver 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:
Drop
off at our offices - To minimize time spent in our
offices, we ask that you drop your documents and quickly leave.
Please do not ask staff questions during drop off. Drop
your documents, then call or email your tax preparer with any questions
you may have.
Upload
to our secure online portal - If you do not have a Portal or
have forgotten your password, please request portal access by completing
the Portal Request section of this booking page. PDF scans, Excel
files, Word documents, and JPEG photos of your documents are all
acceptable formats.
U.S.
Postal Service/FedEx/UPS
Business Tax Return - Online Video Meeting - Returning Client
60 min
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 MeetingYou will log into the appointment by using the link in the confirmation and reminder emails you wil
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Business Tax Return - Online Video Meeting - Returning Client
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 MeetingYou 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:
Microsoft
Edge
Firefox
Chrome
Please avoid using the Safari browser as it often causes video difficulties.$650 Retainer is required
We now require clients to provide a $650 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 appointmentDeliver 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:
Drop
off at our offices - To minimize time spent in our
offices, we ask that you drop your documents and quickly leave.
Please do not ask staff questions during drop off. Drop
your documents, then call or email your tax preparer with any questions
you may have.
Upload
to our secure online portal - If you do not have a Portal or
have forgotten your password, please request portal access by completing
the Portal Request section of this booking page. PDF scans, Excel
files, Word documents, and JPEG photos of your documents are all
acceptable formats.
U.S.
Postal Service/FedEx/UPS
Business Tax Return - Online Video Meeting - New Client
60 min
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 MeetingYou will log into the appointment by using the link in the confirmation and reminder emails you wil
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Business Tax Return - Online Video Meeting - New Client
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 MeetingYou 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:
Microsoft
Edge
Firefox
Chrome
Please avoid using the Safari browser as it often causes video difficulties.$800 Retainer is required
We now require clients to provide a $800 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 appointmentDeliver 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:
Drop
off at our offices - To minimize time spent in our
offices, we ask that you drop your documents and quickly leave.
Please do not ask staff questions during drop off. Drop
your documents, then call or email your tax preparer with any questions
you may have.
Upload
to our secure online portal - If you do not have a Portal or
have forgotten your password, please request portal access by completing
the Portal Request section of this booking page. PDF scans, Excel
files, Word documents, and JPEG photos of your documents are all
acceptable formats.
U.S.
Postal Service/FedEx/UPS
Business Tax Return - Phone Appointment - Returning Client
60 min
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 an
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Business Tax Return - Phone Appointment - Returning Client
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$650 Retainer is required
We now require clients to provide a $650 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 appointmentDeliver 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:
Drop
off at our offices - To minimize time spent in our
offices, we ask that you drop your documents and quickly leave.
Please do not ask staff questions during drop off. Drop
your documents, then call or email your tax preparer with any questions
you may have.
Upload
to our secure online portal - If you do not have a Portal or
have forgotten your password, please request portal access by completing
the Portal Request section of this booking page. PDF scans, Excel
files, Word documents, and JPEG photos of your documents are all
acceptable formats.
U.S.
Postal Service/FedEx/UPS
Business Tax Return - Phone Appointment - New Client
60 min
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 an
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Business Tax Return - Phone Appointment - New Client
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$800 Retainer is required
We now require clients to provide a $800 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 appointmentDeliver 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:
Drop
off at our offices - To minimize time spent in our
offices, we ask that you drop your documents and quickly leave.
Please do not ask staff questions during drop off. Drop
your documents, then call or email your tax preparer with any questions
you may have.
Upload
to our secure online portal - If you do not have a Portal or
have forgotten your password, please request portal access by completing
the Portal Request section of this booking page. PDF scans, Excel
files, Word documents, and JPEG photos of your documents are all
acceptable formats.
U.S.
Postal Service/FedEx/UPS
Non-Profit Return - Returning Client In Person
60 min
Select this service to schedule a 60-minute interview to finalize preparation of your non-profit organization's tax return. In-office appointments are limited to 60 minutes or less. You must reschedule appointment if you experience any symp
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Non-Profit Return - Returning Client In Person
Select this service to schedule a 60-minute interview to
finalize preparation of your non-profit organization's tax return. In-office appointments are limited to 60 minutes or
less. You must reschedule appointment if you experience any symptoms of
illness within one day of the appointment.$650 Retainer is required
We now require clients to provide a $650 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 appointmentDeliver 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:
Drop
off at our offices - To minimize time spent in our
offices, we ask that you drop your documents and quickly leave.
Please do not ask staff questions during drop off. Drop
your documents, then call or email your tax preparer with any questions
you may have.
Upload
to our secure online portal - If you do not have a Portal or
have forgotten your password, please request portal access by completing
the Portal Request section of this booking page. PDF scans, Excel
files, Word documents, and JPEG photos of your documents are all
acceptable formats.
U.S.
Postal Service/FedEx/UPS
Non-Profit Return - In Person - New Client
60 min
Select this service to schedule a 60-minute interview to finalize preparation of your non-profit organization's tax return. In-office appointments are limited to 60 minutes or less. You must reschedule appointment if you experience any symp
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Non-Profit Return - In Person - New Client
Select this service to schedule a 60-minute interview to
finalize preparation of your non-profit organization's tax return. In-office appointments are limited to 60 minutes or
less. You must reschedule appointment if you experience any symptoms of
illness within one day of the appointment.$800 Retainer is required
We now require clients to provide a $800 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 appointmentDeliver 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:
Drop
off at our offices - To minimize time spent in our
offices, we ask that you drop your documents and quickly leave.
Please do not ask staff questions during drop off. Drop
your documents, then call or email your tax preparer with any questions
you may have.
Upload
to our secure online portal - If you do not have a Portal or
have forgotten your password, please request portal access by completing
the Portal Request section of this booking page. PDF scans, Excel
files, Word documents, and JPEG photos of your documents are all
acceptable formats.
U.S.
Postal Service/FedEx/UPS
Non-Profit Return - Returning Client Video Meeting
60 min
Select this service to schedule a 60 minute interview to finalize preparation of your non-profit organization's tax return.Logging Into MeetingYou will log into the appointment by using the link in the confirmation and reminder emails you will receiv
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Non-Profit Return - Returning Client Video Meeting
Select this service to schedule a 60 minute interview to
finalize preparation of your non-profit organization's tax return.Logging Into MeetingYou 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:
Microsoft
Edge
Firefox
Chrome
Please avoid using the Safari browser as it often causes video difficulties.$650 Retainer is required
We now require clients to provide a $650 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 appointmentDeliver 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:
Drop
off at our offices - To minimize time spent in our
offices, we ask that you drop your documents and quickly leave.
Please do not ask staff questions during drop off. Drop
your documents, then call or email your tax preparer with any questions
you may have.
Upload
to our secure online portal - If you do not have a Portal or
have forgotten your password, please request portal access by completing
the Portal Request section of this booking page. PDF scans, Excel
files, Word documents, and JPEG photos of your documents are all
acceptable formats.
U.S.
Postal Service/FedEx/UPS
Non Profit Return - Online Video Meeting - New Client
60 min
Select this service to schedule a 60 minute interview to finalize preparation of your non-profit organization's tax return.Logging Into MeetingYou will log into the appointment by using the link in the confirmation and reminder emails you will receiv
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Non Profit Return - Online Video Meeting - New Client
Select this service to schedule a 60 minute interview to
finalize preparation of your non-profit organization's tax return.Logging Into MeetingYou 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:
Microsoft
Edge
Firefox
Chrome
Please avoid using the Safari browser as it often causes video difficulties.$800 Retainer is required
We now require clients to provide a $800 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 appointmentDeliver 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:
Drop
off at our offices - To minimize time spent in our
offices, we ask that you drop your documents and quickly leave.
Please do not ask staff questions during drop off. Drop
your documents, then call or email your tax preparer with any questions
you may have.
Upload
to our secure online portal - If you do not have a Portal or
have forgotten your password, please request portal access by completing
the Portal Request section of this booking page. PDF scans, Excel
files, Word documents, and JPEG photos of your documents are all
acceptable formats.
U.S.
Postal Service/FedEx/UPS
Non-Profit Tax Return Phone Appointment - Returning Client
60 min
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 appointm
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Non-Profit Tax Return Phone Appointment - Returning Client
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$650 Retainer is required
We now require clients to provide a $650 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 appointmentDeliver 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:
Drop
off at our offices - To minimize time spent in our
offices, we ask that you drop your documents and quickly leave.
Please do not ask staff questions during drop off. Drop
your documents, then call or email your tax preparer with any questions
you may have.
Upload
to our secure online portal - If you do not have a Portal or
have forgotten your password, please request portal access by completing
the Portal Request section of this booking page. PDF scans, Excel
files, Word documents, and JPEG photos of your documents are all
acceptable formats.
U.S.
Postal Service/FedEx/UPS
Non-Profit Tax Return Phone Appointment - New Client
60 min
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 appointm
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Non-Profit Tax Return Phone Appointment - New Client
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$800 Retainer is required
We now require clients to provide a $800 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 appointmentDeliver 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:
Drop
off at our offices - To minimize time spent in our
offices, we ask that you drop your documents and quickly leave.
Please do not ask staff questions during drop off. Drop
your documents, then call or email your tax preparer with any questions
you may have.
Upload
to our secure online portal - If you do not have a Portal or
have forgotten your password, please request portal access by completing
the Portal Request section of this booking page. PDF scans, Excel
files, Word documents, and JPEG photos of your documents are all
acceptable formats.
U.S.
Postal Service/FedEx/UPS
90- Minute Complex Tax Return - In Person
60 min
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 in person meeting to review and finalize your tax return.Logging Into MeetingYou will log into
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
90- Minute Complex Tax Return - In Person
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 in person meeting to review and finalize your tax
return.Logging Into MeetingYou 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:
Microsoft
Edge
Firefox
Chrome
Please avoid using the Safari browser as it often causes video difficulties.$650 Retainer is required
We now require clients to provide a $650 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 appointmentDeliver 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:
Drop
off at our offices - To minimize time spent in our
offices, we ask that you drop your documents and quickly leave.
Please do not ask staff questions during drop off. Drop
your documents, then call or email your tax preparer with any questions
you may have.
Upload
to our secure online portal - If you do not have a Portal or
have forgotten your password, please request portal access by completing
the Portal Request section of this booking page. PDF scans, Excel
files, Word documents, and JPEG photos of your documents are all
acceptable formats.
U.S.
Postal Service/FedEx/UPS
90-Minute Complex Tax Return - Online Video Meeting - Returning Client
60 min
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 MeetingYou w
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
90-Minute Complex Tax Return - Online Video Meeting - Returning Client
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 MeetingYou 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:
Microsoft
Edge
Firefox
Chrome
Please avoid using the Safari browser as it often causes video difficulties.$325 Retainer is required
We now require clients to provide a $325 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 appointmentDeliver 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:
Drop
off at our offices - To minimize time spent in our
offices, we ask that you drop your documents and quickly leave.
Please do not ask staff questions during drop off. Drop
your documents, then call or email your tax preparer with any questions
you may have.
Upload
to our secure online portal - If you do not have a Portal or
have forgotten your password, please request portal access by completing
the Portal Request section of this booking page. PDF scans, Excel
files, Word documents, and JPEG photos of your documents are all
acceptable formats.
U.S.
Postal Service/FedEx/UPS
90-Minute Complex Tax Return - Online Video Meeting - New Client
60 min
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 MeetingYou w
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
90-Minute Complex Tax Return - Online Video Meeting - New Client
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 MeetingYou 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:
Microsoft
Edge
Firefox
Chrome
Please avoid using the Safari browser as it often causes video difficulties.$650 Retainer is required
We now require clients to provide a $650 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 appointmentDeliver 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:
Drop
off at our offices - To minimize time spent in our
offices, we ask that you drop your documents and quickly leave.
Please do not ask staff questions during drop off. Drop
your documents, then call or email your tax preparer with any questions
you may have.
Upload
to our secure online portal - If you do not have a Portal or
have forgotten your password, please request portal access by completing
the Portal Request section of this booking page. PDF scans, Excel
files, Word documents, and JPEG photos of your documents are all
acceptable formats.
U.S.
Postal Service/FedEx/UPS
Complex Return 90-minute Tax Return Phone Appointment - Returning Client
60 min
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 a
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Complex Return 90-minute Tax Return Phone Appointment - Returning Client
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$325 Retainer is required
We now require clients to provide a $325 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 appointmentDeliver 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:
Drop
off at our offices - To minimize time spent in our
offices, we ask that you drop your documents and quickly leave.
Please do not ask staff questions during drop off. Drop
your documents, then call or email your tax preparer with any questions
you may have.
Upload
to our secure online portal - If you do not have a Portal or
have forgotten your password, please request portal access by completing
the Portal Request section of this booking page. PDF scans, Excel
files, Word documents, and JPEG photos of your documents are all
acceptable formats.
U.S.
Postal Service/FedEx/UPS
Complex Return 90-minute Tax Return Phone Appointment - New Client
60 min
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 a
Pacific Northwest Tax Service
Portland, Oregon, Northwest Cornell Road,
Complex Return 90-minute Tax Return Phone Appointment - New Client
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$650 Retainer is required
We now require clients to provide a $650 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 appointmentDeliver 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:
Drop
off at our offices - To minimize time spent in our
offices, we ask that you drop your documents and quickly leave.
Please do not ask staff questions during drop off. Drop
your documents, then call or email your tax preparer with any questions
you may have.
Upload
to our secure online portal - If you do not have a Portal or
have forgotten your password, please request portal access by completing
the Portal Request section of this booking page. PDF scans, Excel
files, Word documents, and JPEG photos of your documents are all
acceptable formats.
U.S.
Postal Service/FedEx/UPS
Reviews
102 reviews