Skip to main content
Client Portal
Client Portal Login
How to use the client portal
Where's My Refund?
Primary links
FAQs
Appointments
Services
Extensions
Audit Assistance
Business and Consulting Services
Accounting & Bookkeeping
1099 Document Preparation
Quick Books
Business Start-Up Assistance
Estate & Trust Planning
Payroll
Financial Reports
Loan Assistance
Client Portal Login
Tax Return Services
Individuals - 1040
S-Corporations - Form 1120S
Terms of Engagement Agreement
Partnerships & LLC's - Form 1065
Corporations - Form 1120
Estates & Trusts
Non-Profit (NPO)
Tax Organizers
What to Bring
Individuals
Stock Sale Organizer
Crypto Currency
Foreign Income or Asset Holdings
New Home Buyers
Sale of Home
Rental Property
Self-Employment
Partnership/ LLC
S-Corporations
Corporations
Trusts & Estates
Non-Profit Organizations
Bookkeeping/Payroll Services Forms
About Us
April Gutierrez
Austin Gutierrez
Cassie Cutler
David Pierce
Gary Astorino
Heather Hua
(Jamie) Zhi Ming Lin
Jenn Kimsey
Jennifer Etter
Jess Gutierrez
Jordan Gutierrez
Mary Ayobi
Nancy Aleshire
Nick Cartier
Rachel Fairley
Sheetal Jain
Sherry Munn
Soph Fernandez
Pricing
Retainers and Services
Tax Returns
Other
Testimonials
Contact us
Locations
Eastside office
Westside office
Terms of Engagement Agreement
Tax Payments
Careers
Due Dates & Extensions
Support
Document Delivery
What to Bring
Important Dates
Changes Under OBBB
E-File & Refunds
Oregon Tax Preparer Licensing Laws
Search
Tax Preparation Procedures & Engagement Letter
TERMS OF ENGAGEMENT