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

Firm Forms

• Click Here for our firms Privacy Policy

• 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