2024 Tax Document Downloads

• January 2025 Letter to our Clients - Coming late January
• Tax Organizer - Coming late January
• Marino Engagement Letter
• Corporate Tranparency Act - BOI Reporting - NEW 9-2024
• Click here for FEDERAL HOME ENERGY TAX CREDITS June 2023
• Click here for Record Retention Guideline
• Click here for DON'T MAIL CHECKS
• I PIN - Identity Protection PIN - Recommended for all our clients
• Click here for Oregon 529 College Tuition Credit - Updated for 2024
• Click here for 2025 Estimated Tax Payment Schedule
• Click here for IRS Late Payment Penalties
• Click here for Qualified Charitable Distribution
• Click here for Oregon First-time Home Buyer
• Click here for the Business Income and Expenses
• Click here for the Business Use of Home
• Click here for the Mileage Log
• Click here for Non-Cash Charity Worksheet
• Click here for Rental Property Worksheet
• Click here for Rental Log
• Avoid the stress fee

2023 Tax Document Downloads

• January 2024 letter to our clients
• Tax Organizer 2023

2022 Tax Document Downloads

• Click here for January 2023 letter to our clients
• Click here for Tax Organizer for 2023
• Click here for Standard Mileage Rate Changes July 1 2022  NEW
• Click here for BUY US SAVINGS BONDS with your Federal refund UPDATED 5-2023
• Click here for OREGON KICKER info NEW

2021 Tax Document Downloads

• Click here for January 2022 letter to our Clients
• Click here for Tax Organizer for 2021

2020 Tax Document Downloads

• Click here for January 2021 letter to our clients
• NEW MAY 5, 2021 CLick here for Important Notice
• Click here for Tax Organizer for 2020

2019 Tax Document Downloads

• Click here for 2019 Tax Organizer

2018 Tax Document Downloads

• Click here for 2018 Tax Organizer

2017 Tax Document Downloads

• Click here for 2017 Tax Organizer

2016 Tax Document Downloads

• Click here for 2016 Tax Organizer

2015 Tax Document Download

• Click here for 2015 Tax Organizer

2014 Tax Documents Download

• Click here for 2014 Tax Organizer

2013 Tax Documents Download

• Click here for 2013 Tax Organizer