Get Organized!

Our client organizer is now available for download at any time.  Simply visit our ShareFile Portal to get started!

If you are new to us this year — Welcome! Simply download our organizer and check out our Tax Prep Checklist to get started.

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, 2019: Office deadline for 1099 issuance – additional charges may be applied for requests received after this date.
January 31, 2019: IRS deadline for 1099 issuance – failure to comply may result in significant penalties.
March 15, 2019: Partnership tax returns due.
March 15, 2019: S-Corporation tax returns due.
April 15, 2019: Individual returns due.
April 15, 2019: Trust and Estate returns due.
September 16, 2019: Extended S-Corporation and Partnership tax returns due.
September 30, 2019: Extended Trust and Estate returns due.
October 15, 2018: Extended Individual 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 2018 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.

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