note: We are retiring our on-line scheduling system until Sept 1st 2014. For appointments, please email mathllctax@gmail.com

 For our returning clients, here are a few links to help you get started:

Step #1

Fill out the TAX ORGANIZER:
You can download our tax organizer PDF here. All clients will have to complete this organizer in order for us to start working on your taxes! If we are preparing a return for your small business and you use Quickbooks or other accounting software, please provide us with a back-up version of your Quickbooks or financial statements.

Step #2

MAIL OR DROP OFF YOUR DOCUMENTS:
We are located at 4815 NE 30th Ave Portland OR 97211

or

UPLOAD TAX DOCUMENTS:
If you need to set up a web portal account, please email us and we can set it up for you. If you already have a portal account, you may upload your documents at any time! 

Step #3

SCHEDULE AN APPOINTMENT:
You can schedule an appointment with us before we prepare your taxes or when your taxes ready to review and sign. Appointments are generally a good idea if you have never worked with us before or if you have important changes that you want to discuss with us. If you have nothing new to discuss, you can simply mail, or drop your tax documents off to us, or upload them to our secure web portal. It is usually best for us to meet in person to review and sign your tax return. However, if meeting in person is not possible, we can send you your tax return to sign and review. To schedule an appointment please email mathllctax@gmail.com