Get Organized!

We will begin sending client organizers out on January 20, 2017. You will receive an email with instructions on accessing the organizer through our secure portal. If you would prefer your organizer on paper, just let us know and we will send one out to you.

If you are new to us this year — Welcome! We can create an organizer for you based on your 2015 return or you can just follow the checklist.

If you need any help with organization, please check the Form and Links page for worksheets that may help you get organized.

Important Dates

January 15, 2017: Office deadline for 1099 issuance – additional charges may be applied for requests received after this date.
January 20, 2017: A & E Tax Service® begins sending out organizers.
January 31, 2017: IRS deadline for 1099 issuance – failure to comply may result in significant penalties.
March 15, 2017: Partnership tax returns due.
March 15, 2017: S-Corporation tax returns due.
April 18, 2017: Individual returns due.
April 18, 2017: Trust and Estate returns due.

Extensions

We only file an extension if you contact us to request this service. Please let us know if you need to extend the deadline for filing your 2016 tax returns. If you have state returns that need to be filed in addition to Oregon, please let us know so we can so we can put those state returns on extension as well.

A&E in the News

Read our Mid-Year 2017 newsletter.

Michael’s shareholder proposal to JPMorgan Chase is discussed in The New York Times: Break Up the Bank? It’s Not for You to Ask.

Michael talks to KGW about protecting yourself from scammers targeting your IRS tax return.

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