One option is to fax the documents to us at 503.620.9065. Make sure to check both sides of the documents for information and fax both sides if necessary. We also LOVE to get mail. Snail-Mail works great. We have a very fast scanner and it might be faster to have us do the scanning. We return all original documents after the tax return is completed. Please mail your documents to:
7155 SW Varns St. #120, Tigard, OR 97223 BACK TO PROCESS
The engagement letter details out the terms of our agreement for tax preparation services. It discusses your rights and responsibilities as well as our expectations and rates. You can download a copy of the engagement letter and read it in advance of your appointment, then just bring page two in with a signature. Please note that we cannot begin work on your tax return without the signed letter. A scanned or faxed copy is acceptable. BACK TO PROCESS
If you have given us any original tax documents, we scan those in, along with supporting documentation. These materials will then be posted to your portal along with your tax returns so that you will have the majority of your documentation viewable in your portal. BACK TO PROCESS
Once we believe we have everything necessary to complete your tax return we will begin preparation. If we discover that we are missing information, or have questions, we will contact you to obtain this information. BACK TO PROCESS
After we have completed preparation of your return, we will a preview copy of the tax returns and Form 8879. The first page of the preview copy contains the transmittal letter, which is a summary of refunds or taxes owed to the various taxing authorities, and also reviews additional actions required by you. This is a good high level overview of your tax results. The following pages are the actual forms that will be submitted, plus a prior-year tax comparison report. This report is very valuable in helping to understand and explain any changes to your taxes in the current year. Please review this document before you contact us with questions. If you see something missing or incorrect, please contact us.
You will receive notification that the preview copy is ready via email and your invoice will be attached to that email.