Record Retention Guidelines
Click Here for our publication – Record Retention: Deciding Which Financial Records to Keep.
EFTPS Authorization to Make Payment
Our office can make the EFTPS payment after receiving a written authorization
- - Click Here - Authorization to Make EFTPS Payments
Authorization to Release Tax Return
Current IRS Regulations require a specific form signed by the taxpayer before we can send copies of tax returns to outside parties.
- Click Here – Individual Tax Return Authorization to Release
- Click Here – Business Tax Return Authorization to Release
- Click Here for our firm’s W-9 form
Selected IRS Forms
- W-4 - Employee’s Withholding Allowance Certificate
Selected State of Oregon and Local Forms:
- SAM Transit Tax - Payroll tax form