Welcome

Welcome to The Tax Team LLC!

  • During Non-Tax Season we are open Monday thru Wednesday 9am to 3pm
  • leave messages 503-777-1040
  • fax 503-775-4041

Read about tax law changes and key points to prepare for the upcoming tax year by downloading our Update Letter 2017 Tax Team.

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

Tax Client Checklist, which you can download 2017 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
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
Work-related expenses union dues, mileage, unreimbursed supplies
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