Our “Off – Season” Hours are:
Monday thru Wednesday 9 am – 3 pm
- 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
To prepare for your tax appointment, please bring the following documents:
Tax Client Checklist, which you can download 2018 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, B and/or C, detailing health insurance coverage, for anyone on your tax return.
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