Tax Partners Northwest LLC
Your partners in tax

What To Expect

For each of our clients:

  • An appointment is made to drop off a completed questionnaire, all your tax documents and any other information;
  • An in depth interview is conducted and tax forms are reviewed;
  • Your return will be prepared and reviewed;
  • You will have the opportunity to sit down with your preparer to review the return, ask any questions and plan for the upcoming year;
  • When you have signed to give permission, the tax return will be E-Filed for you. For those receiving a refund, direct deposit can be arranged.
  • You will receive a signed copy of your tax return to keep.

How much does it cost to have you prepare my taxes?
That depends on the complexity of your tax situation. We charge based on how many forms are needed to complete your return, and how much time it takes. We are happy to provide an estimate based on last year’s tax return. Please call for an appointment.

Can I pay my taxes by credit card?
Yes, the IRS accepts Visa, Mastercard, American Express and Discover.

What if I owe and can’t pay my taxes?
We can help you set up a payment plan. The IRS directs taxpayers to their article, “Three Ways to Pay Your Taxes.” One of the suggested methods is the installment agreement, which we can help you request at the time you file.

How can I get a copy of a previously filed tax return?
If we prepared the tax return and you are a current client, we can supply you with a copy. If we did not prepare the return, fill out a Form 4506-T, Request for Transcript of Tax Return.

Do you charge extra for electronic filing?
No, electronic filing is included with all our tax returns at no extra charge

What should I bring with me to the tax appointment?
You should bring all tax-related documents provided to you by your employer(s), pension provider and/or social security administration, bank, credit union, stock broker, mortgage statements, childcare provider, etc. These would include the W-2, 1099-INT, 1099-DIV, 1098, paid property tax receipts, record of charitable contributions, etc. For a more complete list, please review our Tax Appointment Checklist and Questionnaire

Can I just drop off?
We are happy to have you drop off your paperwork and a completed questionnaire. We will follow up with you by phone or email to complete your return. At that time, we will arrange for a time to review with you, either in person or remotely, and answer your questions.