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Thank you!

Your intake interview appointment is set.

Please remember that we hold this slot for you.  If you need to cancel or change, please call 541-223-9597. Leave a message with your name, the date of the appointment you are canceling or changing, and your phone number.

Please have ready for your intake interview:

  • Copy of last year’s tax return. Don’t have? ¬†Before your appointment, go to the IRS website and get a copy: https://www.irs.gov/individuals/get-transcript
  • Birth dates for all members of household
  • 1095-A if insurance purchased through Healthcare.gov
  • All income documents and statements: Social Security, W2s, 1099s, pension, IRA, broker, etc.
  • Medical expenses, listed by individual: insurance premiums, doctors, dentists, nursing homes, prescription, eyeglasses, hearing aids, medical equipment (Doctors and pharmacies can provide a list). Don’t forget mileage for medical appointments
  • Charitable Donations, including mileage for volunteering.
  • Mortgage and mortgage insurance premiums
  • Real estate taxes
  • Income and expense for any self employment
  • Scholarship, expenses, and payments for any education.