CLIENT RESOURCES

Image by Kelly Sikkema
Image by Glenn Carstens-Peters
Image by erica steeves

TAX PREPARATION FORMS

Please download and save forms to your computer before completing:

Tax Checklist

Tax Organizer

Small Business Organizer

Rental Property Organizer

SECURE DOCUMENT PORTAL

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


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, request portal access by sending an email to:

Info@PacificTaxWestSeattle.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 located in the building lobby is available M-F from 9am-5pm