Welcome to the 2021 tax season!
It seems like the last tax season never ended for us due to the extended deadlines, new tax bills, and the ever-changing COVID relief programs; however, we are back at it once again.
New! We recently moved to the Liscio platform, which provides us with secure client messaging, file sharing, and electronic signature capabilities all in one place. You can access the portal at https://pandgcpa.liscio.me/ or by using the mobile app. Liscio provides us with much-needed security and flexibility, but it is optional, so feel free to drop off paper documents if it is easier for you.
6 Centerpointe Drive, Suite 450
Lake Oswego, OR 97035
Ph 503.244.8844 | Fax 503.244.5898
Our office has been able to remain open during the COVID pandemic, as our space allows for proper distancing, and we have several employees working remotely. Masks are required in our building.
If you have experienced any sickness symptoms, please do not come into our office.
Appointments – We are currently scheduling in-person and Zoom meetings for 2020 tax return preparation. If you would like to schedule a meeting, please call MJ at 503.244.8844.
Document Delivery to P&G – We tried to provide enough options this year, so documents can be sent via Liscio, mailed to us, or dropped off at our office. For in-person drop-off of documents, we would prefer you drop-off M-F between 8:30 am and 5 pm. If we have been holding your 2019 tax documents, please be sure to pick them up when dropping off the 2020 documents.
Delivery of Completed Returns – Tax returns can be delivered by Liscio, mailed to you, or picked up M-F between 8:30 am and 5 pm.