Rates & Forms « Nelson Company, P.C. | CPA and Business Consulting

Rates & Forms

Forms & Organizers

2022 Engagement Letter

Your signature is required by the U.S. Dept. of the Treasury

Questionnaire

Yes/no questions to help us get an idea of what to include in your tax returns

Basic Info Organizer

Personal information, W-2’s, interest and dividend income, & childcare provider info.

Itemized Deductions Organizer

Taxes paid, mortgage interest, medical expenses, charitable contributions & miscellaneous expenses

Self-Employment Organizer

 

Rental Property Organizer

 

Home Office & Auto Organizer

 

Stock & Virtual Currency Sales Organizer

Services

Consulting – $235/hour

Tax Preparation – (project-based)

Helpful Links

Where’s My Refund

Federal refund information

Set up a Payment Plan – IRS

You will need to have a copy of your tax return handy to verify information (such as PIN, or adjusted gross income (AGI)), as well as your bank address, employer’s address, the highest amount you can pay and when you can pay it.

Where’s My Refund – Oregon

State of Oregon refund information

Set up a Payment Plan – Oregon

You will need the exact amount of Oregon taxable income to set up a payment plan

Step-by-Step Instructions for Making Online Tax Payments (Fed & OR)