We are here to assist you, and yes, we have options!
New Clients: Please contact our Admin Staff to receive a welcome packet including a Tax Organizer, Engagement Letter and “What Documents Should I Gather” checklist, that we can send to you via email, mail or you schedule an appointment to pick it up.
New Consultations: Trying to decide? Yes, the first 30 minutes consultation is free, call our Admin Staff to schedule a phone appointment with one of our Tax Preparers.
New Contactless: We use a secure portal for electronic document exchange. For our new clients, we give you access to our Guest Exchange to upload/download documents. Once you have agreed to do business with us, you will have your own secure portal to access.
Curbside: Schedule an appointment so we may meet you car-side in our parking lot to receive your documents. We will be watching for you at your appointment time, or please call upon arrival.
In Office Drop Off Documents/Appointments: Our COVID Safety measures are in place with desk shields, masks, sanitation practices and we take digital temperatures at the door before entering. We ask that you remain at home if not feeling well and re-schedule.
Phone Appointments (503-619-1040): One of our Tax Preparers would be happy to assist you when you schedule a phone appointment with our Admin Staff to discuss tax questions.
For current clients, if you have received a new letter or document (such as a new IRS letter) please mail, drop it off or upload it to your secure portal. Please do not email sensitive information.
Fax (503.619.1045): Please use a cover sheet that contains your full name and/or business, phone, email, a brief description, with the number of pages, so we may identify you and be in touch. Please call ahead so we may expect your fax and confirm receipt.
Email (firstname.lastname@example.org): If we haven’t responded within 2 business days please call to confirm we have received your email. Your Tax Preparer communicates largely via email.
Mail (8050 SW Pfaffle Street, Suite 110, Tigard, OR 97223): Please call a few days after sending it to confirm we have received your documents.
From Hall Blvd. in Tigard: Turn onto Pfaffle Street, turn right into the driveway before the brick buildings, bear right, we are in the right back corner of the brick buildings.
From Pacific Hwy: Turn onto 78th Street (opposite of Dartmouth) then left on Pfaffle Street. At the end of the brick buildings turn left into the parking lot, then left again, we are in the back corner to the right.
We look forward to assisting you.