© 2019 NELSON COMPANY PC

SERVICES

HOURLY RATES

Consulting

$170

Tax Preparation

Project based

FORMS & ORGANIZERS

2018 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

Stock Sales

Self-Employment Organizer

Rental Property Organizer

Home Office & Auto Organizer

LINKS

DETAILS

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

RATES & FORMS