- Individual Tax Prep Checklist
- Partnership and Corporation Tax Prep Checklist
- Business Expense Categories
- Rental Worksheet
- Employee Expenses Tax Prep Checklist
- Non-Profit Tax Prep Checklist
- Trust Tax Prep Checklist
Follow these steps to file your tax returns:
- Complete the appropriate checklist or web organizer.
- Gather all documentation requested on the checklist.
- All business clients: finalize your books or contact us to finalize your books or for QuickBooks training.
- Send your completed checklists, QuickBooks (for business clients) and documentation by one of the following methods:
- Use our NetClient CS portal for uploading electronic documents.
- Email to info@themillerassociates.com.
- Fax to 503-280-1100.
- Mail.
- Or drop by M-F 9-5 (we also have a secure dropbox at our building available 24/7 at the doors on the left side of building).
- Make payment for 1/2 your prior year invoice (for returning clients) or 1/2 your estimate (for new clients) as a retainer to be applied to your invoice. Your invoice balance will be due in full when your returns are complete. Payments can be made by check, cash or credit/debit card (we can take credit/debit card payments by phone).
- Download, print, sign, and return the appropriate engagement letter to our office.
Required to use our Fill in Forms:
MAC: Click here to download a free copy of Adobe Reader!
WINDOWS: Click here for your free copy of Adobe Reader!