Our Services

The current US tax code including regulations and guidance is over 75,000 pages long. Trying to navigate the complexity on your own is a recipe for disaster! Part of our job is translating the IRS in order to prepare your taxes and explaining them in a way that you can understand.

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. Whether the notice is good news or bad, let us check it out.

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.

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.

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 to see if you are on track and make any adjustments for new tax laws.

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 as well as provide guidance and tax form preparation.