The following is a list of the types of tax returns that do not fit with our business model.
Individual:
Foreign Income, Tax, Exclusion, and Asset Reporting
Exception: 1099 Forms reporting dividends or taxes
Other States with Income Tax filings (especially California)
Exception: If you are moving to Oregon to be a full-time resident and ceasing filing the other state we may be able to help.
Exception: If the only activity in the other state is a Rental then we may be able to help.
Any unforeseen fees, local taxes, or other costs will be passed through to the client. It is the client’s responsibility to inform us of additional tax filings or changes for the out-of-state tax return.
Homebuilders with Inventory for Sale
Day Traders
Farms
Military
Ministers
Anything older than 5 years
Audits on tax returns prepared by others
Entities:
C-Corps
Other:
Non-Profit
Large Estates