Tyler is a licensed Certified Public Accountant in the state of Oregon. He studied accounting, business management, French and the arts at Brigham Young University before moving back to the Pacific Northwest where he grew up. In case you have any questions about the start to finish process of preparing your taxes, we have provided a helpful guide to our tax preparation process.
There's no such thing as a dumb question, and with our combined experience we've heard them all. We put together a handy FAQ page to help answer your basic questions. Don't see the answer you need? No problem, send us an email and we'll be happy to answer any and all questions you have. Of life's two certainties, (taxes are) the only one for which you can get an automatic extension.
There's no such thing as a dumb question, and with our combined experience we've heard them all. We put together a handy FAQ page to help answer your basic questions. Don't see the answer you need? No problem, send us an email and we'll be happy to answer any and all questions you have. Of life's two certainties, (taxes are) the only one for which you can get an automatic extension.
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Tyler is a licensed Certified Public Accountant in the state of Oregon. He studied accounting, business management, French and the arts at Brigham Young University before moving back to the Pacific Northwest where he grew up. He received his Bachelor of Arts degree in Accounting in 2007 from Portland State University.
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In light of the pandemic, we are currently not having clients in our office. You may schedule a phone or video appointment, if you choose to do so, please note your preference (phone/video) when you schedule. Please provide a copy of your tax documents to us prior to any appointments, digitally (and secure), mail, or through the mailslot next to our office door.
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If you are a new client, please bring your tax returns from the prior year, including all forms and schedules. Please bring our signed engagement letter, questionnaire, Basic Info Organizer, and any of our other organizers that may apply.
Using these organizers will help you to organize the documents you need to bring in, including the following forms and information: W-2, 1099-INT, 1099-DIV, 1099-B, 1099-SA, 1099-G, 1099-MISC, 1098 forms, childcare details (if applicable), student loan interest paid, and anything else that may seem relevant.
Using these organizers will help you to organize the documents you need to bring in, including the following forms and information: W-2, 1099-INT, 1099-DIV, 1099-B, 1099-SA, 1099-G, 1099-MISC, 1098 forms, childcare details (if applicable), student loan interest paid, and anything else that may seem relevant.
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