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…

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…

Throw Out The Scams (But Not Your Economic Impact Payment Debit Card)! An important message from Oregon Attorney General Ellen Rosenblum: Attorney General Rosenblum wants you to know that if you receive a white envelope in the mail with a U.S. Treasury Department seal in the upper left window and these words in red on…

We want to thank you for your patience, flexibility, understanding and business in 2020! Holiday Greetings From AccounTax of Oregon, Inc. Look for your Tax Organizer and Engagement Letter Email coming in JanuaryWatch for an email coming in January with your 2020 Tax Organizer and 2021 Engagement Letter link to access your secure portal. Once…

IR-2020-249, November 4, 2020 WASHINGTON — The Internal Revenue Service, state tax agencies and the tax industry today warned of a new text scam created by thieves that trick people into disclosing bank account information under the guise of receiving the $1,200 Economic Impact Payment. The IRS, states and industry, working together as the Security…

Paycheck Protection Program Gets One Month Reprieve! The Paycheck Protection Program was slated to end on June 30, but a last-minute bill in Congress extended it until August 8.  The forms and rules required for loan forgiveness are changing rapidly, mostly in the small business person’s favor…stay tuned. Where’s My State Refund?     https://revenueonline.dor.oregon.gov/tap/_/ Refunds…

We are taking a short break during our server maintenance, and will be out of the office July 17th-22nd. We will be monitoring calls and messages. You may call the office at 503-619-1040 and leave a message and we will return your call as soon as possible.  You may leave an email for Maxine to…

Tentative Schedule of Stimulus Payments 2020 This information is subject to change but you may find it useful. If your AGI from 2019 (if you have already filed a 2019 federal return) or 2018 (if you have not yet filed for 2019), to calculate when you can expect to receive your stimulus check or debit…

Beware of Stimulus Payment Scams Tax Professionals — here’s what taxpayers need to know about stimulus payment processing in order to protect themselves from scammers: Be alert for phone scams.  The Internal Revenue Service (IRS), Treasury Department, or any other government agency will not contact you by phone to collect information for stimulus payment processing.…

8050 SW Pfaffle St. Suite 110, Tigard, OR 97223    (503) 619-1040    Business No. B14044 We are open for business under the State Guidelines March 23, 2020. “Businesses that remain open must implement social distancing guidelines, keeping customers at least six feet apart.” July 15th is the new April 15th for 2020, now is the perfect…