Tax Preparation for the 2023 Tax Season

If you are interested in having us prepare your tax return for the upcoming tax season, please sign up using the form below. As tax season approaches, we’ll be sending out more information and next steps.

If you receive an audit notice, letter, or inquiry after filing your 1040 return, we’ve got you covered. Through our partnership with Protection Plus, we have an entire audit defense department at your service.

If you receive a notice, our team will help for free. This is just one of the many benefits of working with us to file your 2022 personal tax return. So, file with confidence.

What We Need to File Your Tax Returns

Signed Engagement Letter

We’ll send a link to you via our secure document portal.

Tax Forms You Have Received

We’ll need any tax-related forms you have received including but not limited to W-2s, 1099s, etc.

Completed Tax Organizer

Click here to download and complete your tax organizer.

Returns We File on Your Behalf (as applicable)
  1. Federal and State(s) income tax returns and schedules 
  2. Fincen 114a: Report of Foreign Bank and Financial Accounts
  3. Portland City Arts Tax*: City of Portland residents 18 years or older who have $1,000 or more of annual income and are in a household above the federal poverty level are liable for the Arts Tax. 
  4. Portland/Multco Business Tax*: Tax on business activity (including renting residential and commercial real property) conducted in Portland
  5. Trimet self employment tax*: For services performed within the TriMet District boundary. 
  6. METRO SHS (Supportive Housing Tax)*: Provides funding for housing assistance and wraparound services. 
  7. City of Portland Rental Schedule R*: Provides essential support for tenant protection policies and to create a reliable inventory of residential rental housing units within the City. 
  8. Multnomah County PFA (Preschool for all)*: Gives 3 and 4 year olds in Multnomah County access to free, high-quality, developmentally appropriate, culturally responsive preschool experiences. 

All taxpayers that file their individual tax return with us have complete access to the Protection Plus expert tax audit defense team. In the unlikely event you receive a tax notice from the IRS or State, the Protection Plus audit defense team will provide up to $1,000,000 in services to find a resolution.

Contact Us with Any Questions