Forms

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.

•  For Individuals, complete the Federal Change of Address Form and the Oregon Change of Address Form
• For Businesses, complete the Federal Change of Address or Responsible Party – Business Form

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).