Tax & Accounting Services in Seattle & Everett, WA

Everett tax preparation for personal 1040s, rentals, equity compensation, retirement income and multi-state returns, for people who have outgrown the software.

S-corporations, partnerships, LLCs and sole proprietors, including Washington State B&O and sales & use compliance alongside the federal return.

Decisions made before December: entity choice, estimated payments, timing a sale, and what a life event will cost you in tax.

Bookkeeping services in Everett, WA: monthly books, QuickBooks setup, tune-ups and untangling records that have gotten away from you. Your bookkeeper is a person you can visit.

Processing, quarterly filings, L&I and Paid Family & Medical Leave reporting for small employers in Everett, WA and across the state.

Audits, back taxes, unfiled returns, liens, levies, wage garnishment, payment plans and offers in compromise. Once your power of attorney is on file, the IRS sends us copies of its letters.

Small business accounting, cash flow management, internal controls, business valuation and outsourced CFO support when you are not ready to hire one.

Fiduciary accounting, estate and trust returns and grantor trust work, coordinated with your attorney.

FBAR, FATCA and Streamlined Domestic Offshore Procedures for Canadians and dual citizens working in Puget Sound, or anyone behind on foreign accounts.

Trading, staking, mining, DeFi and NFTs, reconciled and reported on your tax return.

What to draw down and in which order, how a Roth conversion affects your tax bill, and the tax side of college, property and stepping back from a business.

Entity choice, registration, chart of accounts and the first year of filings set up properly, so the second year is not a cleanup job.