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New 2022 W-4’s Available

Federal: The new W-4, based on the evolving tax structure, is now available. You can get a fillable copy of the form at the IRS website:

W-2 employees, please fill this out to the best of your ability (just follow the instructions as listed), and give it to your HR representative at work, or your payroll company.

Oregon: If you are maximizing your withholdings on your federal Form W-4, but are still not having enough income withheld for Oregon income taxes, you may want to file the new Oregon W-4 with your HR or payroll department, also; it can be found here:

The IRS Can Use 3rd Party Collectors: Be Wary Of Tax Scams & Threatening Phone Calls

The IRS and the Oregon Department of Revenue will not notify you of tax you owe via phone (or email, likely), they will do so via mail. So, if you receive such a phone call, with threats included, do not believe them or give them a second thought. Ryan Martin of CBS MoneyWatch recently posted a fairly extensive article about the IRS’s process. Anna Marum of The Oregonian/OregonLive, also wrote an article with more information regarding such phone calls.

NetClient CS Mobile App For Apple And Android

Ever feel like checking your tax returns while watching a movie? Not us either. But there have been times when we were at the bank and needed to know what some information, like what our adjusted gross income was in 2014 or how much mortgage interest was paid last year. Just go to the App Store or Google Play and search for NetClient CS Mobile. This free app will allow you to login and view your portal. You will need to know your login and password to access your files. If you cannot remember your login, try using your email address first.

How To Choose A Tax Preparer – It’s Okay To Be Picky

Brent Hunsberger, money writer for The Oregonian/OregonLive, wrote this great article a few years ago in his weekly column “It’s Only Money.” He also wrote another article that describes the differences between different types of tax preparers. A pretty informative and helpful article by an educated unbiased writer.

Oregon Responds To 2018 Changes, IRS May Counteract

Among the tax changes for 2018, the IRS has limited the amount of local tax deductions to $10,000 for all types of state and local personal taxes (most commonly income and property are taken). Oregon, New York, and other states have responded by offering a credit, which can be purchased, allowing them to deduct the money from their purchase,  on their federal taxes, as a charitable deduction and subsequently taking a credit on their state taxes to offset the purchase. For more information, see The Oregonian/OregonLive’s article, by Mike Rogoway.

Tax Changes With The Approved Tax Reform Bill

After many differing iterations, the new tax bill has been approved by the House and the Senate. While opinions for and against the new tax codes can be found any and everywhere, here a  few articles with more facts and less feelings (negative or positive): investment company Fidelity’s summary, Kimberly Amadeo of’s summary*, and’s 6 keys for investors under the new tax bill.

*Note that while this article mostly states facts, the article’s description of itemized deductions and tangential statement that most of them are being eliminated are inaccurate; moving expenses and alimony are not itemized deductions, they are subtractions for adjusted gross income. Also, most itemized deductions are not being eliminated, but as the standard deduction is almost doubled, less people will be able to take advantage of them.