Welcome

Welcome to The Tax Team LLC!

Per Kate Brown’s executive order we are currently taking limited in person appointments to maintain social distancing guidelines during this phase. Please call to set your appointment prior to coming in. 
Our clients also have the option to drop off their information in our secure mailbox outside the office or load it to our secure portal.  You can also email your preparer directly for a link for upload. We can contact you by phone or email to ask any needed questions and finish up the returns. 
TO USE OUR PORTAL:

  • Our “Tax Season” Hours (Jan-Apr 15th) are:

    • 9-5 Tues, Thurs, Fri, & Sat         9-7 Mondays and Wednesdays

  • April 16th – Dec 31st hours are:                       9-3 Mon – Wed

  • Please feel free to send us pay stubs to check withholding amounts.
  • leave messages 503-777-1040  Carole ext 4, Jessica ext 3, Kathy ext 2.
  • fax 503-775-4041
  • emails: Carole@thetaxteamllc.com,  Jessica@thetaxteamllc.com,                            Kathy@thetaxteamllc.com, & Kevin@thetaxteamllc.com

To prepare for your tax appointment, please bring the following documents:

Tax Client Checklist, which you can download 2019 Client Check List

Income documents, including:

W2  Wage statements from your employer(s)
1099-G or W2-Gs Unemployment, state refund and gambling winnings
1099-Int, 1099-Div, 1099-B  Interest, dividends, and investment info
1099-Misc  Independent contractor or self employment income; rents; royalties and other misc income
1099-R   Pension or retirement income
1099-SSA  Social Security or Railroad Retirement statements
K-1  Partnership, S-corp, trust income
Alimony paid or received and recipient’s SSN (if divorce was finalized prior to 1/1/2019)
Rental property income and expenses
Self Employment income and expenses

Expense documents, including:

1098  Mortgage interest statement
Child care: amount paid, provider names, tax ID number, address and phone number
Medical and dental expenses
Taxes paid  Property, income, quarterly estimates, Trimet, business
1098-E  Student loan interest paid
1098-T Educational expenses paid – PLEASE also bring statement from the educational institution showing expenses paid in the year
Charitable contribution letters and/or receipts  If you need help determining the value of your non-cash contributions, click the FORMS tab to download a valuation guide
OR Energy Credit postcard  You must have the postcard from Oregon to be able to claim a tax credit for Energy Efficient Property. Get this by submitting required paperwork. More information can be found here.

NEW THIS YEAR:

Forms 1095 A, showing marketplace insurance premiums and premium tax credits

NEW CLIENTS ONLY

Please bring your Photo ID, Social Security cards for everyone on your return, and your most recent 3 years of tax returns