Client Resources

Current Clients

• Client Portal

Helpful Links

• 2022 Tax Extensions
• 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
• Budget Worksheet

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—Learn more about PAY1040.com, which allows you to 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.

Mortgage and Loan Calculator

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Savings Calculator

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