TAX
The current US tax code is over 75,000 pages long. Trying to navigate the complexity on your own is a recipe for disaster! Let us simplify your taxes so that you can understand them. If we don't know the answer, we have the background and resources to know how to find it.
RETIREMENT
We work along side your financial advisor as part of the team to strategize different options for retirement tax planning. Whether you are looking forward to retirement contributing to a back door Roth IRA or already retired and saving taxes with Qualified Charitable Distributions, we are here to help.
IRS Examination HELP
It is very scary to get a notice from the Internal Revenue Service. Let us help by speaking and writing on your behalf to straighten out whatever has generated the notice. Some notices are automatically generated and may not be correct. Don’t pay until we make the IRS notice is right.
TAX PLANNING
Thinking of selling your rental property or cashing in stock options? Check with us first so that you know the tax consequences of your choices. We also offer mid-year tax check ups and estimates due to the ever changing tax code. Contact us during the summer or fall so you don’t have any surprises next tax season.
SMALL BUSINESSES
We work with sole proprietors and single owner LLC's, but not corporations or partnerships. No new bookkeeping clients are being accepted at this time, but we are available for consultation as well as quarterly Washington excise tax preparation.
ESTATES & TRUSTS
When someone passes away, dealing with trust and estate taxes is not something that you should have to do on your own. We can help answer your questions about inheritances, trusts, estates, gifts, and final personal tax returns.