Resources
Stay informed with guides, deadline reminders, and helpful tools to make tax season less stressful.
Mark these dates on your calendar. Missing a deadline can result in penalties, interest charges, or delayed refunds.
Reference guides covering the most common tax scenarios our clients encounter.
Everything you need to know for your first tax filing — from choosing a status to understanding deductions and credits.
Key deductions, estimated payment schedules, and record-keeping best practices for small business owners.
Common notice types, what they mean, and the steps you should take when you receive one.
Self-employment tax, quarterly estimated payments, home office deductions, and tracking business expenses.
How contributions, withdrawals, and Social Security benefits affect your tax situation in retirement.
FAQ
Quick answers to the questions we hear most from new and returning clients.
Individual tax returns start at $250 and business returns start at $750. We provide a fixed-price quote before beginning any work so there are never surprises. Pricing depends on the complexity of your return, the number of schedules, and any additional advisory services you need.
Not at all. We offer both in-person appointments at our Portland office and fully virtual consultations. Our secure client portal lets you upload documents, review your return, and e-sign from anywhere.
You'll need your W-2s, 1099s, a copy of last year's return, valid government-issued ID, Social Security cards for all filers and dependents, and any receipts for deductible expenses. We'll send you a personalized checklist before your appointment.
Absolutely. We specialize in back tax filing and can help you get current with the IRS. We'll work to minimize penalties and interest, negotiate on your behalf, and set up a plan to prevent future issues.
Yes, we offer flexible payment options for our services. Ask about available plans during your initial consultation and we'll find an arrangement that works for your budget.
Reach out and our team will get back to you within one business day.