In Person Tax Preparation
Appointments for Summer Tax Help Available Now!
Do I Qualify For This Service?
- Your household income is below $67,000
- You don’t have any of the following:
- Rental property
- Adjustments on education expenses (box 4 or 6 of your 1098-T)
- Sale of cryptocurrency
- Self employment income with any of the following:
- Over $35,000 in expenses
- A loss for the year
- Employees
- Depreciation or amortization
- Business use of the home
We can help you with your Federal and Oregon tax returns only.
Tax Preparation Checklist
Identification Documents such as:
- Social security card or ITIN for everyone on your tax return (required)
- Government picture ID for taxpayer and spouse if filing jointly (such as driver’s license or passport) (required)
- Completed Intake Sheet - Form 13614-C (Available below)
- Note: BOTH taxpayer and spouse must be present for an appointment if filing jointly
Common Income & Tax Documents such as:
- Form W2 (wages from a job)
- 1099 (other kinds of income)
- Form SSA-1099 (Social Security Benefits)
- Form 1098-T (education scholarships or grants)
- From 1099-C (Cancellation of debt)
- Form 1095-A (health insurance through healthcare.gov)
We can help you get an ITIN if you don’t have one and are not eligible for a Social Security number.
Optional Documents to Download Below, such as:
- Canceled check or bank routing and account numbers for direct deposit
- Last year’s tax return
- Self-employment worksheet
- Charitable contributions worksheet
- Medical expenses worksheet
- Downloadable Tax Forms
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TY24 Intake Sheet (Form 13614-C) is the only required form in this list to have your taxes prepared in 2025.The optional worksheets are to help you organize certain expenses specific to your financial situation if they apply.
- TY24 Intake Sheet (Form 13614-C) REQUIRED
- TY23 Intake Sheet (Form 13614-C)
- TY22 Intake Sheet (Form 13614-C)
- TY21 Intake Sheet (Form 13614-C)
- Self Employment Worksheet (Optional)
- Medical Expense Worksheet (Optional)
- Charitable Contributions Worksheet (Optional)
Tax Sites Conveniently Located Throughout
the Portland Metro Area
Please Note: Most of our tax sites add new appointments on a rolling basis so there are spots open all season. If you don’t see an appointment at your chosen site now, check again in a week or two for new openings.
Northeast Portland Tax Sites
| Location | Hours of Operation | Make an Appointment | Additional Info |
|---|---|---|---|
|
MFS CASH Plaza (Formerly Stark St.)
919 NE 19th Ave, Suite 200 Portland, OR 97232 |
SUMMER TAX HELP June 1st to Oct. 31st Tues. + Thurs. 12 pm - 4 pm Wed. 9 am - 1 pm Super Saturdays 10 am - 2 pm August 9 September 13 October 11 |
Plaza Schedule |
Appointments for summer tax help available now! In person. By appointment. Walk-ins limited. Languages Spoken: English Spanish Virtual Interpreter Service for most other languages. |
Beaverton Tax Sites
| Location | Hours of Operation | Make an Appointment | Additional Info |
|---|---|---|---|
|
MFS CASH Beaverton 8285 SW Nimbus Avenue, Suite 140, Beaverton, OR, 97008 |
SUMMER TAX HELP August 4 - October 31 Wed. + Thurs. + Fri. 10 am - 2 pm Super Saturday 10 am - 3 pm September 20 | Beaverton Schedule |
Appointments for summer tax help available now! In person. By appointment ONLY. Available appointments are open two weeks in advance. Languages Spoken: English Spanish Virtual Interpreter Service for most other languages. |
Gresham Tax Sites
| Location | Hours of Operation | Make an Appointment | Additional Info |
|---|---|---|---|
|
Impuestos Comunitarios 500 NW Eastman Parkway Gresham, OR 97030 |
SUMMER TAX HELP May 1 - October 31st Tues. + Thurs. CLOSED Wed. + Fri. 9 am - 1 pm Super Saturdays 8 am - 3 pm August 23 October 4 |
Impuestos Gresham Schedule (503) 994-6875
|
Appointments for summer tax help available now! In person. By appointment. Walk-ins limited. This is a culturally specific tax site focused on the Hispanic/Latino community and Spanish speakers. Languages Spoken: Spanish English |