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Resources

Resources to make accounting easier

On this page you will find all the useful links you need to track your business income and expenses so that, come tax time, your accounting will be as painless as possible.

On this page you will find:

  • Accounting solutions to give you back time
  • Engagement letters for your initial appointment with us
  • Tax organizers to keep your finances on track
  • Tax and government resources so you can register and make payments
Looking for the file sharing web portal so you can share your documents with us securely? Click below.

Cloud Accounting Solutions

Download Forms

Important information about our services

Tax organizers to review prior to our meeting

Tax and Government Resources

IRS Direct Pay 
View your IRS account and make federal tax payments online.

Oregon Revenue Online 
Review your account and make state tax payments online.

Oregon Secretary of State Website 
Register or renew your business online.

City of Portland Tax 
Register your business with the city, file, and pay taxes.

Social Security Administration 
Check your Social Security statement and calculate your estimated benefits based on your earnings record and other retirement resources.

Track your mileage 
Use MileIQ. A simple app to make your accountant happy!

Need some help?

Give us a shoutout and we’ll help you figure out what you need.