Income Tax Professionals


Working With You & For you



IRS / OREGON FILLING STARTS ON

January 2024








~ Holiday Closures ~





Juneteeth 6/19

Independence Day July 4th & 5th

Labor Day 9/2


Thanksgiving 11/23-11/24

Christmas 12/22-12/25





9AM TO 7PM

After 6PM
Drop off ONLY

Drop off Instructions

Janaurary 22
to
April 18

Off Season Office Hours

After April 18

9AM to 5PM
Monday to Friday

Mo



What We Need From You

Household & Personal

Personal Information

Dependent(s) Information

Income

  • Employment
  • Rental
  • Retirement
  • Saving & Investment
  • Other Income & Losses
  • Home Ownership
  • Charitable Donations
  • Medical Expenses
  • Health Insurance
  • Education Expenses
  • Childcare Expenses
  • State Tax or Sales Tax
  • Federally Declared Disaster

Business & Corporations



  • EIN Letter & Entity
  • Business Name Registration
  • Business Licenses
  • Balance Sheet
  • Business Sales / Purchase Agreement
  • Profit & Loss Statement
  • All Income Records
  • All 1099’s
  • Payroll Summary Annual Report
  • List of All Equipment Acquire
  • Confidential Property Report
  • All K1’s



Filling Tax Deadlines



Confidential Personal Property Tax

March 15

Partnership, LLC, & S-Corp

March 15

Individual & Art Tax

April 5

C-Corp

April 15