Income Tax

We have a fantastic team that can complete your tax return in the way that works best for you. If you prefer to hand everything over to us we can do all of the number crunching and complete all of the necessary forms.

Or if you would prefer a more collaborative approach, our team can work with you to gather information and complete your return together. 

Either way, we will always set aside time to talk about your return in detail. We will do our best to help you understand everything on your return before it is filed.  

And we are always happy to help you plan ahead by providing tips and suggestions to save you money on next year’s return.

Tax Documentation

  • Drop off tax documents – there is a secure drop slot on the north side of our building.
  • Secure file upload – scan and upload documents using the secure file upload form below.

Tax Organizer – New Client

Here is the link to the “Tax Organizer – New Client”  fillable PDF form.

Please note: Once the fillable form is completed and submitted by you, we will review the document and you will receive a copy for your records.

If you choose to download the file and fill it out offline, you can upload the document to us or place it in our drop box on the north side of our office.

Fill Form and Sign Online
Download and Fill Form Offline

Tax Pricing

The rates below are estimates for various types of returns. Exact prices are determined by the complexity of the actual tax return. 

Please call our office for a free initial consultation so that we may provide a more accurate quote based on your individual tax situation. 

 

Price per Form Pricing Sample Price Ranges Pricing
Form 1040 (Federal) $80 Easy (Form 1040, OR40) $100
Schedule A (Itemized Deductions) $35 Standard (Form 1040, Sched A, OR) $140
Schedule B (Interest & Ordinary Dividends) $15 Plus (Form 1040, Sched A & B, OR40) $155
Schedule C (Profit & Loss from Business) $75 Small Business (Form 1040, Sched C, OR40) $200-300
Schedule D (Capital Gains & Losses) $35 Capital Gains (Form 1040, Sched D, OR40) $160-220
Schedule E (Supplemental Income & Loss) $55 Rental (Form 1040, Sched E, OR40) $180-230
Form 40 (Oregon) $45 Corporation (Form 1120S, OR20S) $375-575
OR Schedule A (Oregon) $15 Partnership (Form 1065, OR65)  $375-575