CLIENT RESOURCES

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TAX PREPARATION FORMS

Please download and save forms to your computer before completing:

Tax Organizer

Small Business Organizer

Rental Property Organizer

The most secure and efficient way to send your tax documents!


Each year please upload the following items:

1) All current year tax documents

2) Updated Tax Organizer

3) Copy of prior year tax return

(new clients only)

If you are a new client, please request portal access by emailing kurt@pacifictaxservice.com.

Portal Instructional Video

OTHER DOCUMENT SHARING OPTIONS

Fax documents to: 

206-928-9893


Mail or deliver documents to:

6417 Fauntleroy Way SW, Suite F

Seattle, WA 98136

(A drop box in the lobby is available M-F from 9am to 5pm)