Let’s get to work

Processes, Links, and Resources

Let’s get to work

Processes, Links, and Resources

Maybe we’ve met virtually for coffee once. Or maybe we’ve been working together a long time. Regardless, this client kit was made for you. Use the links above or keep scrolling to find a section for Individuals, Businesses, and New Clients. In each of these sections, you’ll find access to information to the right and more.



Email is the primary form of communication. It can take me a week or more to respond to some emails. In the mean time, check your email and make sure you’ve answered any outstanding questions.


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Engagement Letters

Engagement letters define and outline the terms of the engagement between you and Crayon Advisory, LLC. For annual tax returns, these will start to be delivered to you via email mid-December.

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A link to your organizer will be included with your engagement letter. These are forms built with conditional logic. They are re-set annually. They may not be available with the distribution of engagement letters.

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Secure Client Portals

We use two! Suralink’s Request Management List lets us communicate about specific documents. The Onvio Client Center lets me easily deliver tax returns and for you to esign your efile authorization.

Contact us

Send us an email right from here.

We’ll be alerted just the same as if you had sent it from your email box.

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Let’s get your taxes done.

As an individual, you’re likely here to have your taxes prepared, talk about estimated taxes, do some tax planning, tax projecting, or otherwise talk about your taxes. Here, you’ll find some things that will help us help you. If you own a business, you’ll also want to head to the Business section.

Tax Organizer & Engagement Letter

This tax organizer includes an engagement letter, and will help you gather the information necesary to prepare your individual tax return. This organizer will go up in the first two weeks of January.

Consent to Disclosure

If you’re working with another professional and would like me to communicate with them about your taxes, I need you to fill out a Consent to Disclosure by clicking here. Yes, I need a new one for each proffesional you need/want me to collaborate with.

Onvio - Secure Client Portal

Onvio is your secure client portal. Click any of this text to securely send me tax documents and other requested information at any time. When you sign out of your portal, you’ll come back here.

Additional Resources

You may need to pay your federal taxes or estimates, pay your Oregon taxes or estimates, pay your City of Portland Taxes. Or maybe you’re a business owner and need to head down to the business section. 

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We’ll take care of your accounting and taxes.


We’ll take care of your accounting and taxes.

You went into business to do the things you do. Whether you’re DIYing your accounting, need some help and education in being able to DIY your accounting, or 

Business Organizer

If you have a business that files a separate return from your personal tax return (i.e. an S-corporation, Partnership, or C-corporation), you’ll need to complete a separate organizer for the business. Click here to sign your engagement letter and get started on your organizer.

Consent to Disclosure

If you’re working with another professional and would like me to communicate with them about your taxes, I need you to fill this out. Yes, I need a new one for each proffesional you need/want me to collaborate with.

Onvio - Secure Client Portal

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Accounting Software Access

Following are common pieces of accounting software businesses use. If you haven’t granted us access to these yet, you can use the links below to do so.

  • Xero
  • Freshbooks
  • Wave
  • Hurdlr
  • Quickbooks Online
  • Gusto
  • Zenefits
  • ADP
  • Paychex
Additional Resources

From selecting a payroll provider to making tax payments to filing certain taxes, we’ve got you covered.

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Accounting Software

Your accounting software should be working for you.

Accounting software isn’t one size fits all. We help you find the right fit for you and your business, both now and in the future. Check out our recommendations below, and reach out to schedule an appointment to discuss further.


FreshBooks – https://freshbooks.comis pretty. It can be a little easier to look at because there is no white space – it’s very neurodivergent friendly. The software is a bit more prescriptive in its approach to doing the accounting. This can be a good thing, as you’re essentially forced to do things correctly. Pricing starts at $25/month in order to give an accountant access. I sit on the FreshBooks Advisory Council, which means I’m one of 20 accountants across the US and Canada telling the company what’s working well for us and our clients, and what direction the software can/should go in.


Xero – https://xero.com – is minimalist in its design approach. This software starts at $11/month and includes a receipt manager with it called HubDoc. The software has many bells and whistles that can be overwhelming. The bells and whistles aren’t shoved in front of your face and are pretty easy to ignore. This is a software I can set up for you, and then you get emails to get into it.


Wave – https://waveapps.com – is free. Yes, it’s completely free to use. It is a little clunkier to use, but is fully functional. It has almost no bells and whistles. Businesses who have no need of third party app integrations, project management, or significant automation procedures end up doing just fine inside this software. The price is right though, and you may be able to grow from Wave to something more robust over time. There is a risk to doing this in that you may not be able to bring in historical data to your new software easily. This isn’t always a problem, and solutions can always be discussed at the time of change.