Resources

Meet with Your Preparer

These links are for pre-scheduled appointments only. If you do not have an appointment to meet with your preparer at this time, you will not be permitted to enter the meeting room.

Danica
Meet With Danica Swanson
Megan
Meet With Megan Richardson

Summary Templates

(Fillable PDF Templates)

Detail of Compensation Paid to Domestic Worker(s)
Detail of Payments Made on Installment Contract
Summary of Adoption Expenses
Summary of assets and debt balances at time of debt forgiveness
Summary of Business Income & Expenses
Summary of Charitable Donations
Summary of Gambling Winnings and Losses
Summary of Gig or Hobby or Cash App Income & Expenses
Summary of Home Office Expenses
Summary of Improvements to Rental Property
Summary of Medical Expenses
Summary of Non-Institution Educational Expenses
Summary of Rental Income and Expenses
Summary of Use of Cash from Mortgage Adjustment

Other Resources

Where’s my Federal refund? https://www.irs.gov/refunds

Make a Federal estimate or balance due payment https://www.irs.gov/payments

Oregon Revenue Online, where you can make a payment, check on your refund, and more. https://revenueonline.dor.oregon.gov/tap/_/#1

City of Portland/Multnomah County Business Tax Payments https://www.portlandoregon.gov/revenue/article/416791

How Long Should I Keep my Records? https://www.irs.gov/businesses/small-businesses-self-employed/how-long-should-i-keep-records

Donation Value Guide https://satruck.org/Home/DonationValueGuide

Small Business Administration https://www.sba.gov/

Social Security Administration https://www.ssa.gov/

Internal Revenue Service https://www.irs.gov/

Loan amortization calculator with schedule http://amortization-calc.cpagardens.com/