Our job is to prepare an accurate tax return that maximizes your tax savings by claiming all tax deductions and credits you are legally entitled to.  Our 1040 Organizer asks important questions that will help you gather information that we need. Submit the organizer and required documents to our offices at least one week prior to your appointment.   When completing the Organizer, please answer EVERY question. You may also want to visit our "Tax Client Resources" page for other helpful information.

Choose the 1040 Tax Organizer option that is most convenient for you:

• Print and complete a PDF copy of the Organizer
• Complete a fillable Organizer online by using this link
• Complete the organizer embedded at the bottom of this page

April 15 Filing Deadline

The filing deadline for most 1040 filers is April 15. If you reside outside of the United States, the filing deadline is June 15, however any tax you owe with your return must be paid by April 15.

The penalty for late-filing of a 1040 return is generally 5% of the tax owed for each month the return is filed late.  The maximum IRS penalty is generally 25%, however failure to file your Oregon return for three or more years can result in a 100% penalty.  In addition to the failure-to-file penalty, interest is charged until all tax owed with the return is paid.

Extension of Time to File

You can request a 6-month extension of time to file your return by filing IRS Form 4868 on or before the original due date of your return.  NOTE: an extension of time to file is not an extension of time to pay tax owed.  You should estimate the amount of tax owed and make payment to the IRS and your state by the original due date to avoid late-payment of tax penalties and interest.  Please complete our Extension Request Form if you would like us to file an extension for you.

Estimated Tax Payments

The IRS requires taxpayers to make estimated tax payments when you owe tax and do not have adequate withholdings on Forms W-2 or 1099.  If you owe more than $1,000 when you file your return, IRS may impose a penalty of underpayment of estimated tax.  Even if you don't owe the IRS with your return, you may still owe a penalty if your estimated tax payments were not paid timely throughout the year.  

The due dates for payment of IRS, Oregon and California estimated taxes are as follows:

Where to pay your taxes

Oregon, Metro SHS and Multnomah County PFA all have the same estimated tax rules as the IRS, however the state of California has different estimated tax rules which can be found on the FTB website at https://www.ftb.ca.gov/pay/estimated-tax-payments.html

You can learn more about IRS estimated tax rules on the IRS FAQ page at https://www.irs.gov/faqs/estimated-tax.

You can pay your balance due or make an estimated tax payment as follows: