Resources

Newberg Tax Services

Resources

Empowering our clients with knowledge is at the heart of what we do. Our Resources page offers a wealth of tools and insights to help you make informed financial decisions. Please browse through our selection of guides, tax tips, and industry updates to stay ahead of the curve. 

Here, you’ll find detailed information on tax laws, financial planning strategies, and bookkeeping advice to confidently navigate your financial journey.

Helpful Links

Pay Your Federal Taxes

The IRS web site to pay your taxes

Pay Your Oregon Taxes

The State of Oregon web site to pay your taxes

Pay Your California Taxes

The State of California web site to pay your taxes

Pay Your Idaho Taxes

The State of Idaho web site to pay your taxes

Portland Business Tax Filing and Payment Information

Information about Portland Business License Tax, Multnomah County Business Income Tax, and Metro Supportive Housing Services (SHS) Business Income Tax, including requirements for registration, filing business tax returns, and paying business taxes with the City of Portland's Revenue Division

Portland - Pay Your Personal Taxes

Metro Supportive Housing Services (SHS) and Multnomah County Preschool for All (PFA) Personal Income Tax programs are paid to the City of Portland's Revenue Division. Make an estimated payment, extension payment, or return payment

IRS - Where's My Refund

Find out where your refund is from the IRS

Oregon - Where's My Refund

Find out where your refund is from the State of Oregon

State of Oregeon - Secretary of State - Register or Renew Your Business Online

State of Oregon Business site to register or renew your business online

City of Portland - Register Your Business and Filing Requirements

City of Portland site to register your business and learn about filing requirements, along with links for online processing

W-9 - Request For Taxpayer Identification and Certification

Form W-9 to request Taxpayer Identification and Certification for issuance of 1099's

1099 IRS Guidelines

The IRS guidelines for 1099 MISC and NEC forms

Social Security Administration

The Social Security web site

Center for Medicare Services

The Medicare web site

Download Tax Organizers

What to Bring - Individuals

A list of items to bring to the interview and a description of our preparation process.

Individual Organizer - Full

A questionnaire to assist in collecting and reporting tax information including worksheets for small businesses, rentals, and farms.

Individual Organizer - Short

A questionnaire to assist in collecting and reporting tax information.

Individual Organizer - Sole Proprietor

An additional worksheet for small businesses (sole-proprietor, single member LLC).

Sale of Real Estate

An additional worksheet for individuals that sold real estate.

Rentals

An additional worksheet for individuals collectin rents

Farm

An additional worksheet for individuals engaged in farming.

Minister

An additional worksheet for ministers with housing allowance.

Office in Home

An additional worksheet for self employed tax payers who use part of their home for business purposes.

Form 1099-Misc Data Worksheet

A questionnaire to help collect the necessary information to prepare Form 1099-Misc forms for independent contractor payments to individuals and businesses that are not incorporated.