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We do a full and complete interview to understand your tax situation. Often we hear of challenges or issues that we can help with by referring to our wide network of professionals. Sometimes a little humor doesn’t hurt.
Dan, many thanks for your efforts on this! Your professionalism and pragmatic approach has been a calming force.
— Regards, Ryan
Subject: Thank you so Much!
Your help is so very much appreciated. Your one link uploaded at once!
AccounTax of Oregon is fantastic! The whole company: from Annette to Dan to Gail to Nadine and everyone else! We’ve been using their services for over 5 years and have been thrilled with their level of service! I always know we are in good hands.
— Becky T.
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We want to represent you the best way possible. A phone appointment with one of our Tax Preparers is always best to help us understand your situation in order to prepare your tax return, plan for future, and reduce tax burden.
Our Playbook Tips for Tax Year 2021: Start Gathering Tax Information & Documents Now to Prepare Your Tax Returns. Use the checklist below to gather data! Special Note: You may want to consider speaking with your Financial Advisor about Roth IRA rule changes before year end. In January, 2022, we will be emailing our…
Issue Number: Tax Tip 2022-15 Taxpayers beware: Tax season is prime time for phone scams With the new tax season starting this week, the IRS reminds taxpayers to be aware that criminals continue to make aggressive calls posing as IRS agents in hopes of stealing taxpayer money or personal information. Here are some telltale signs of…