Income Tax Resources

General

• Newsletters
• Tax Information!
• Pay Your Taxes Online

• Register for an IRS Online Account
• Register for an Oregon Dept. of Revenue Online Account
• Register for a City of Portland/Multnomah County Revenue Online Account

Individuals

• Individual Tax Organizer
• Personal Information Form
• What to Bring to Your Tax Appointment
• Engagement Letter
• W-4 Calculators
  • Federal Tax Withholding Estimator
  • Oregon Tax Withholding Calculator
    • (scroll down to Tools and click “Calculate Withholding”)
  • California Earnings Withholding Calculator
• Non-Cash Donations Calculator
  • Tax Exempt Organization Search
• City of Portland ARTS tax online
• Social Security Online – Log in or Sign Up

Businesses

• Business Tax Organizer (not for self-employed)
• Business Information Form
• Engagement Letter
• Business Tax Checklist (not for self-employed)
• Financial Statements
• List of Business Income and Expenses
• Automobile Mileage Log and Expense Report
• MileIQ
  Track mileage on your smartphone (Use promo code KMIN279A to get a 20% discount on a MileIQ premium annual account.)
• SimplyWise
  Use your smartphone to snap a picture of your receipts.  Categorize the transactions and download a spreadsheet of your categorized receipts.  Great for keeping your spending itemized, categorized, totaled, and ready for tax preparation!