New tax return requirements
Due to enhanced regulations by the IRS and State of Oregon, all taxpayers will be asked to verify their direct deposit information if you are electing this option for your refund. You will have to initial our form verifying this information. In addition, Oregon is requiring we provide the primary taxpayers’ drivers license information. If you elect to not give us this information, your return could be delayed. These new requirements were put into place in order to mitigate taxpayer identification fraud.
2016 Tax Organizers Updated
As of January 6, 2017, all tax organizers have been either emailed or mailed. If you have not received one by now, please let our office know.
2016 Tax Organizers
Our 2016 tax organizers will be coming via email shortly to most of our clients. If you requested to NOT have your organizer emailed to you, then you should receive your paper organizers the first week of January, 2017. For those that are emailed, they will be password-protected with the full SSN of the primary taxpayer.