To begin your tax preparation please take the following steps:

1. Complete the Client Organizer and return it to us along with any documentation as listed above.
2. Sign the enclosed Engagement Agreement and return it to us along with the Client Organizer.
3. Include a check for either one-half of your prior year invoice (if you are a returning client) or one-half of your estimate (if you are a new client).

Business Returns:

This is a reminder that corporate returns are due on March 16th. To complete your business returns by the deadline we need to receive your documentation in our office by Monday February 22rd. If you are a returning client and we have not filed your returns by the filing deadline we will automatically file an extension on your behalf so that you will not incur late filing penalties. The extension will extend the filing deadline to September 15th.
Business Clients:

Please review the following checklist to ensure that we have all the information we need to effectively prepare your business returns:

2009 Corperation Checklist

2009 Partnership Checklist

If you do not have formal bookkeeping also refer to:

Business Expense Categories

Individual Returns:

Your individual returns are due April 15th. To complete your individual returns by the deadline we need to receive your documentation in our office by Monday March 15th. If you are an owner of an S-corporation your business returns must be complete to file your individual returns. If you are a returning client and we have not filed your individual returns by the filing deadline we will automatically file an extension on your behalf so that you will not incur late filing penalties.

Please review the following checklist to ensure that we have all the information we need to effectively prepare your returns:

Individual Organizer

Rental Worksheet

Penalties and Interest:

If you owe taxes and do not pay by the filing deadline (March 16th businesses/ April 15th Individuals) please be aware that you will incur late payment penalties and interest. An extension avoids late filing penalties but does not avoid late payment penalties or interest. Because the calculation of penalties and interest is complex and time consuming we are unable to provide complimentary estimates of your tax, penalties or interest (these calculations may be available at an hourly rate of $150/hour). For further information on the calculation of penalties and interest go to http://www.irs.gov/taxtopics/tc653.html or contact the IRS at 1-800-829-1040.

Thank you,

Affiliated Tax Pros, LLC

Here at Affiliated Tax Pros we spend most of our time diligently working on your bookkeeping or tax projects; occasionally we sneak off to the back parking lot to tend to our garden. Below are some photos of our gardens.

Call us to set up a consultation! We will evaluate your business plan to determine the best solution for your circumstances and cover issues regarding bookkeeping, payroll, business expenses and legal formalities. Then leave it all up to us! We will file all necessary forms to start your business off on the right foot. Call us today for more information! 503-891-6659.

We invite you to join us in our reduction of paper materials by using electronic media and electronic communication whenever possible. The overwhelming majority of our correspondence is now by email. Also, we file all qualifying tax returns electronically. This means faster filing and no paper. For faster refunds and to help reduce the need for paper checks please include your routing and bank account numbers and we will have your refunds direct deposited. Also, beginning this year we will provide you with copies of your tax returns and supporting documentation on electronic media rather than the paper packets we have provided in the past (printed copies are available by request).