Current Clients

FAQs

How do I submit my tax documents to you?

After your appointment, we will send you an invite to our client portal. You will be able to upload your documents there. Alternatively, you can mail them, drop them off, or fax them to us.

How long does it take to prepare my tax return?

You should expect your return to take about 2 weeks/10 business days for us to prepare. It may be more or less depending on two things: how complicated the return is and the time of year (Feb-April and August-October are the busiest times of year for us).

Where is my refund?

For your Federal tax refund, you can check the status here. For your Oregon tax refund, you can check the status here. Here are links to a few other states as well: California, Colorado, Idaho.

What is the Client Portal and how do I use it?

In Summer 2023, we started using TaxDome as our client portal. It offers more digital security when sharing personal documents and information and integrates important aspects like communication and billing.

We recognize that this change comes with its challenges. TaxDome has a support page which you can find here. You are also welcome to reach out to us with any questions.

Resources