Attention Valued Clients,

I am writing to share some important information about this coming tax season. On January 1, 2025, I will be joining the staff of Mt. Hood Tax and Accounting Professionals, an exceptional CPA firm here in Gresham that shares my commitment to delivering great service and support to our clients.  I’m looking forward to being a part of their team and having the ability to focus my energies entirely on the thing I like most about this job, which is working with you, the client. 

Throughout the time you and I have worked together – many of you going on a decade now, I have valued the trust you placed in me and have remained grateful for the opportunity to assist with your tax and accounting needs.  And while this will be a good move for me, more importantly, it will also be better for you!  My new employer is uniquely equipped and ready to welcome you aboard as new clients, and I assure you the transition will be painless. You will not lose access to any of your documents, you will receive your organizers on time, and those of you who receive a paper organizer will still get one. 

Rest assured, if there are any changes related to how you get your tax project into our work queue, we will update you in the coming weeks.  And should you have any questions or concerns, please call me at 503-667-1610 to discuss further. 

And with that, I’d like to wish all of you a very happy holiday season and all the best in the coming new year!  I look forward to continuing to assist you with your tax, bookkeeping and payroll needs, and making our professional relationship even stronger.

By now, you have probably received a hard copy of the announcement that we sent to you in the mail. Included in that mailing was a 2024 Engagement Agreement and Consent to Transfer your data over to the servers of Mt Hood Tax and Accounting Professionals. If you haven’t already returned your signed EA and Transfer Consent, please do so now. This is the first step in setting up your 2024 tax project in our system. If you need a new copy, you may download it from the “Documents” section of our website, or send your request to mshanafelt@mthoodtax.com and I will happily send you one.