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Office Appointments

If you want an in person appointment book online or by calling us at 503.563.7661

Virtual Drop Off

Prior Clients, if you want your taxes prepared virtually without a video meeting read below

Login to your portal account. Send us a secure message and let us know you'd like to get your taxes done via the portal. Upload your tax documents. When we get your message we will upload the consent documents for you to e-sign and the questionnaire for you to fill out. You can get the ball rolling quicker by downloading our questionnaire ahead of time and filling it out and uploading the completed copy with your tax documents! If you have a business, please see the other worksheets/questionnaires on our Questionnaires & Forms page. We will let you know when we start working on your tax return and contact you with questions, etc. via the portal messaging system.

Virtual Appointments

If you want a video appointment, read this notice!

You will require 2 appointment dates. The 1st date will be an instructional appointment with our front desk staff. This is the appointment you will book yourself online or by calling our office. The front desk staff will verify your ID and walk you through the steps of a virtual tax prep appointment. The front desk staff will not be able to answer tax questions as they are not licensed tax professionals. Please save those questions for your second appointment. This first appointment will last approximately 30 mins.

During your first appointment our front desk staff will create an online account for you. They will have you upload your photo ID to the account and verify your identity. You will receive instructions on completing our consent documents, the virtual appointment questionnaire and uploading your tax documents. You will have 1 week to get all of your documents uploaded and complete the questionnaire and consent docs. If you don't have these tasks done by the deadline, we will contact you to follow up prior to scheduling your 2nd appointment (the video meeting with your tax pro). Be sure to choose "virtual appointment" for your appointment type when booking online.

To schedule an appointment, login to your account and choose Schedule My Appointment

We are accepting new clients for 2023 tax prep. For multiple and/or prior years please call us.

Call us 503-563-7661 if you have any trouble finding a date/time to fit your schedule!
Please note that if a time doesn't appear in the drop down, there are no appointments available for the date you have chosen.

If you need tax prep for an S-corp or Partnership you must book with Crystal by calling the office.
We are not currently accepting any new Non-Profit clients.

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