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bluewhaleaccounting.com
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Client Portal

Each of our valued clients receives a secure client portal that's accessible 24-7. Click the link below to share and retrieve documents, message us, sign forms, pay your invoice, and more. 

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Resources

IRS Links

  • You can access the official IRS site at IRS.gov.  Beware that similar-looking scam sites exist online and attempt to collect personal information and payments from unsuspecting taxpayers.
  • Get an IRS account to view balances, make payments, access tax records, and more. 
  • Apply for an Employer Identification Number (EIN) online.
  • How do I report payments to Independent Contractors? Tip - before your contractor begins work, fill out and retain Form W-9 to help ensure proper reporting.
  • How long should I keep records?
  • Make a payment - Federal
  • Where's my refund - Federal


Oregon State and Local Links

  • Make a payment – State of Oregon
  • Where’s my refund – State of Oregon
  • Make a payment – City of Portland (personal tax)
  • Make a payment – City of Portland (business tax)
  • Make a payment – Portland Arts Tax
  • Make a payment – Tri-Met Self-employment Tax 
  • Information on the Multnomah County Preschool for All Personal Income tax
  • Make a payment – Multnomah County PFA personal income tax
  • Information on the Metro Supportive Housing Services tax 
  • Make a payment – Metro SHS personal income tax
  • Information on the Corporate Activity Tax 
  • Information on the Pass-Through Entity Elective Tax 

Small Business Links

  • IRS - What People Need to Know When Starting a Business
  • FinCEN - Beneficial Ownership Information (BOI) Reporting Rule 
  • Oregon Secretary of State - Business
  • Oregon State Bar - Programs to Help you Find the Right Lawyer

Security

  • Read the most current IRS Dirty Dozen list of common scams taxpayers should avoid.
  • What is Phishing and Smishing?

Worksheets

Sole Proprietor or Single Member LLC Worksheet (xlsx)Download
Rental Real Estate Worksheet (xlsx)Download

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