Services & Frequently Asked Questions

Our ideal clients often include:

• Individuals with brokerage investments, business ownership, or rental properties in need of tax return preparation.

• Businesses in need of outsourced monthly accounting and tax return preparation

• Individual Income Tax Return Preparation (Form 1040 + states)
• Washington State Capital Gains Tax Return Preparation
• Business Income Tax Return Preparation (Form 1065, 1120S, 1120 + states)
• Outsourced Monthly Accounting: 

                         - Categorizing Transactions

                         - Accounts Payable/Bill Pay

                         - Bank and Credit Card Reconciliations

                         - Washington State Excise Tax Return Preparation

• Tax Planning and Consulting (includes tax projections)
• IRS Representation for Existing Clients
• QuickBooks Online Setup and Conversion
• QuickBooks Clean-Up 

Tax preparation pricing varies based on the complexity of your unique situation. 

• Individual tax returns start at $650 
• Business tax returns start at $1,750. 

Outsourced Monthly Accounting packages typically range from $500 - $3,000 per month, total price depends on the complexity of your situation. 

Tax Planning and IRS Representation services are billed at our standard professional rate of $350 per hour. 

QuickBooks Online setup and conversion starts at $1,500. Includes setting up Chart of Accounts, connecting bank feeds and establishing vendors/customers. 

Our team would be happy to learn more about your needs and provide a tailored estimate during a prospective client meeting. To get started, submit a Prospective Client Inquiry through our Contact Us page.  Please note that any estimate provided during a consultation is subject to change if it’s later determined that the information shared was incomplete or inaccurate. In such cases, a pricing adjustment may be required. 

Reliable, Accurate Financials Without Hiring
Outsourcing gives you access to an experienced accounting professional, no need to hire, train, or manage internal staff, and no added costs for employee benefits. You'll have consistent, accurate financials delivered monthly, giving you confidence in your numbers when it’s time to assess overhead, make business decisions, or apply for business financing. 

Cost-Effective Solution for Growing Businesses
An affordable and flexible alternative to hiring in-house. It's a scalable option that grows with your business, without adding payroll, benefits, or management employee responsibilities. 

More Time to Focus on Running Your Business
By outsourcing routine bookkeeping and data entry tasks, you free up valuable time and mental energy to concentrate on what matters most: serving clients, growing revenue, and managing day-to-day operations.

Expert Knowledge & Strategic Guidance

Did you know CPAs are required to complete at least 40 hours of Continuing Professional Education each year? This ongoing training keeps our team up to date on evolving tax laws, regulations, and compliance standards. We do more than prepare returns, we provide proactive, strategic guidance to help minimize your tax liability, maximize deductions, and plan effectively for future tax years.

Accuracy & Compliance

As licensed professionals, CPA firms adhere to rigorous standards of accuracy and due diligence. We take the time to thoroughly review your financials, identify discrepancies, and ensure your return is complete and compliant, reducing the risk of costly errors.

Time Savings & Peace of Mind

Filing your own taxes can be overwhelming and time-consuming, especially when your situation isn’t straightforward. Our team manages the entire process with professionalism and efficiency, freeing you to focus on what matters most, confident that your return is in expert hands.

• Canopy (Client Portal & Document Transmittal)

• QuickBooks Online and QuickBooks Desktop (Accounting Software)

• Gusto (Payroll Processing) 

• Splashtop (Remote Computer Access)

https://www.irs.gov/refunds

• April 15th
• June 15th
• September 15th
• January 15th