New Client? Attached below are the new packet of forms. Download the list of forms and docs to send us.

Client Information Package (1)

If you are a current client, we can generate a personalized organizer for you as well; just email [email protected] and we can send it electronically through our secure client portal or by mail.

Did you move? There are forms for both Federal and State to complete.

Need to change your withholding? Please complete the Oregon W4  and the Instructions for Oregon W4_and Federal W4

Gone out of business? Please complete the City of Portland Out of Business Notification Form

Request for Taxpayer Identification Number and Certification? Download the Form W-9

Please complete our Donation Value Guide  for your non-cash charitable contributions (to print and fill out.) 

Please complete IRS Form 8332, used to allow the non-custodial parent to claim a child (or to revoke permission to do so).