Tax Prep Checklists

Follow these steps to file your tax returns:

  1. Complete the appropriate checklist.
  2. Gather all documentation requested on the checklist.
  3. All business clients: finalize your books or contact us to finalize your books or for QuickBooks training.
  4. Send your completed checklists, QuickBooks (for business clients) and documentation by one of the following methods:
    • Use our new Client Portal to upload and download files securely. Copies of your tax returns will also be stored in the Client Portal. Once you set your password you will have 24/7 access. Email info@ataxpros.com or call to request a login invitation.
    • Email to info@ataxpros.com.
    • Fax to 503-280-1100.
    • Mail.
    • Or drop by M-F 9-5 (we also have a secure dropbox at our building available 24/7).
  5. Make payment for 1/2 your prior year invoice (for returning clients) or 1/2 your estimate (for new clients) as a retainer to be applied to your invoice. Your invoice balance will be due in full when your returns are complete. Payments can be made by check, cash or credit/debit card (we can take credit/debit card payments by phone).

Required to use our Fill in Forms:
  MAC:  Click here to download a free copy of Adobe Reader!

 WINDOWS: Click here for your free copy of Adobe Reader!