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).

We emailed business checklists and a new individual Organizer in January. If you didn’t receive the Organizer/Checklist email or need us to resend it please contact our office at (503)891-6659 or info@ataxpros.com.