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Please find our record retention schedule here.
To help you get "organized" for your tax appointment please print our blank organizer to prepare.
Here is a list of qualifications/documentation requirements to be eligible for the first time home buyer credit.
Additional services our office offers:
- Excise Reporting (Monthly, Quarterly, Annually)
- SAIF Reporting (Oregon)
- Fuel Reports
- Annual Forms 1099 & 1096 (Nonemployee Pay reporting)
- General Bookkeeping (A/P, A/R, Financial Statements)
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