We are a boutique CPA firm providing tax, accounting and advisory services to businesses and individuals.
Individuals:
Many individuals rely on off-the-shelf software to prepare their income tax returns. While this may result in an accurate calculation of tax liability, these software products don't contemplate planning opportunities we could help you identify.
Understanding our clients family structure, current financial position and time until retirement are just a few of the many factors that help us tailor their tax strategy to minimize tax burden, ensure compliance, and avoid interest/penalties, while maximizing cash flow.
Businesses:
It is essential to consult a CPA prior to starting and operating a business. Among the many decisions an owner must make is selecting the type of entity the business will operate as. This decision may have significant tax and legal implications to the entity and its owners. We help our clients understand the benefits and limitations of each entity type so they make a strategic selection.
In addition to filing returns annually with the IRS, your business may need to file monthly, quarterly or annual returns as well. Washington State has jurisdictions which may impose tax on your business if it conducts commercial activities or has employees in a specific municipality. We ensure our clients understand the types of tax they are subject to and filing frequency.
Consultation:
Click the 'Contact Us' link above to schedule a meeting to discuss how we can solve your tax and accounting challenges.