If you are a current client, you should receive an organizer from our office in early January.  Please contact us if you have not received your organizer by January 15th.  Filling out your organizer is the first step that you can take to assure that we prepare your taxes correctly.  It lists all of the information that we used for your return in the previous year.  We will compare this information with the paperwork that you give us for the current year to make sure that nothing is missing.  For example, if in 2018 you reported dividends from a brokerage firm, we would expect that you would also report dividends from the same firm in 2019.  Please cross out information that is no longer applicable.

Please include all official tax forms, W-2's, 1099's, 1098's, etc.

We do not need to see your medical receipts.  Listing total expenses will suffice.

The standard deduction has increased for 2019.  This means that many taxpayers will no longer be itemizing on the Federal 1040, however, the Oregon standard deduction is much lower and if you have itemized in the past, you will most likely still itemize for Oregon. You can take advantage of the larger standard deduction by "bunching" your deductions.  What does this mean?  Read about bunching here.


Helpful Links

​2019 IRS Withholding Calculator

What can I deduct on my Schedule C?
What can I deduct on my Schedule A?

Pay estimated Federal Tax
Pay estimated Oregon Tax

Where's my Refund? - Federal 
Where's my Refund? - Oregon

Where's my Amended Return?

Federal W4 Instructions
Oregon now has its own W4

Oregon Tax account