New Clients
New clients are being accepted for the 2022 filing season. To adequately serve our current clients, new clients will need to file an extension and request an appointment after April 30, 2023 with one of our firms CPAs by calling our office at 503-667-2511..
Save time and complete our online New Client Sheet. You can also download and print the appropriate pages of the Client Organizer and bring them to our office with your supporting documents. We also request to see copies of the last 3 years of filed returns [include federal, state, and local (if any)].
Individual Clients
- New Client Sheet - Individual
- 2022 Client Organizer
- 2022 Federal Extension Form 4868
- Individual return price guidelines
Filing deadline is April 18, 2023.
Business and Non-Individual Clients
Filing Deadlines for 2022 Tax Year
Filing deadline for 2022 calendar year end S-Corporations is March 15, 2023.
Filing deadline for 2022 calendar year end Partnerships is March 15, 2023.
Filing deadline for 2022 calendar year end C-Corporations is April 18, 2023.
Filing deadline for 2022 calendar year end Trusts is April 18, 2023.