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.