New Clients

Welcome to The Tax Team LLC. We offer a discount when our clients refer a new client, so be sure to tell us how you heard about us.

Your appointment: Appointments are typically scheduled for 75 minutes. Please see HERE for a list of what to bring with you to your appointment. The first year we prepare your taxes, we will also need photo ID and social security cards for each person on your return.

Our location: We are located at 525 W Gloucester St in Gladstone, OR. See HERE for a map and directions.

Forms: We will need the Client Checklist before we can prepare your return. We have extra copies in our office if you would prefer not to download it. Completing the New Client Organizer will help ensure that we have the information that we need to complete your return.  Also required will be an engagement letter.

Questions? Please call us at 503-777-1040 with any questions you have. We look forward to meeting you.