Client Resources
SmartVault Client Portal
Client Forms
- 2023 Client Letter
- 2023 Tax Organizer Checklist
- 2023 Tax Questionnaire
- Budget Worksheet
- New Client Info
- Privacy Policy
- Client Disclosures to Third Parties
Helpful Links
- Small Entity Compliance Guide – FinCEN
- IRS Refund Status
- OR Refund Status
- IRS Offer in Compromise Pre-Qualifier
- Applicable Federal Interest Rates
- Form W-9
- Identity Theft
- Protecting Your Information
- Record Retention
Government Sites
- Internal Revenue Service—Take advantage of this online resource to find the latest in tax law.
- Oregon Department of Revenue—An online resource to find the latest in Oregon state tax law.
Online Tax Payments
- Pay Federal Taxes— Pay your Federal income taxes electronically.
- Pay Oregon State Taxes—Pay your state tax online.
Employee Insurance Coverage Notices
- Form 1—For employers who offer a health plan to some or all employees.
- Form 2—For employers who do not offer a health plan.
Financial/Investment Resources
- Quickbooks Support—Visit the corporate support website for Quickbooks.