Business Resources

Accounting & Taxes


This page is under construction. more Resources coming soon!

Templates

Balance Sheet Template

A downloadable Excel file from Microsoft Office - You might need this if you do NOT have a bookkeeping system set up but you are applying for a business loan or commercial lease.

Personal Financial Statement of Assets & Liabilities

A downloadable Excel file from SCORE - You might need this when applying for a loan or commercial lease.


Federal & IRS

Received a notice from the IRS?

Receiving a notice from the IRS can be scary. The good news is you can probably do something about it! Talk with one of our business advisors if you have questions before calling the IRS.

Have tax questions?

Our business advisors can give general guidance, and can let you know when you should consult a CPA or the IRS.

Start Up Guide from the IRS

The IRS put together a start up guide with a focus on tax compliance for small businesses and Independent Contractors.

IRS Contact info for Businesses

Need to call the IRS for a question related to your business? Here’s a handy contact page.

IRS Small business resource center

Videos and guides for all small businesses and self employed individuals.

IRS Tax Calendar

Get the IRS tax calendar on your device and calendar you use. Never miss a deadline again!

Employee Related

Oregon Work Share: Downsizing assistance


CITY OF PORTLAND

What’s a Certificate of Compliance?

If your business is registered to an address inside the City of Portland, you also need to register with the city for a Certificate of Compliance. Businesses with sales under $50,000 per year are exempt from city taxes, but still need to register and renew annually. To learn more, go here.

Bureau of Development Services - Permitting & Development

If you are opening a brick-and-mortar location, you will need to work with the Bureau of Development Services for permitting & development.

Business Tax Numbers and When a Business Needs Them

(Video from Oregon SOS)