$200 deposit. Free tax return review and onboarding call.

Place a $200 deposit when you sign up and we'll review your two most recently filed returns and meet with you to talk strategy — at no additional cost. Your $200 is credited toward your first invoice with us.

Get Started How it works

Serving the Greater Seattle Area — including King, Snohomish, Skagit Counties — with remote support across all of Washington.

What you get

A real working session, not a sales pitch. We'll spend the time understanding your situation and giving you something useful.

A real return review

We read through your last two filed returns looking for missed deductions, planning gaps, and anything that might affect your upcoming filing.

An onboarding call

A focused conversation about your goals for this year and any moves we'd recommend before year-end. You leave with a clear picture of what's ahead.

$200 credited to your first invoice

The $200 deposit you place at sign-up is applied as a credit on your first tax return invoice with us — so the review and the call are effectively included.

What to expect

Already filed your 2025 return

We'll review your 2025 and 2024 returns together — looking for errors, omissions, and missed planning opportunities — and use that as the starting point for a 2026 strategy conversation.

Your $200 deposit is credited toward your 2026 return invoice when we prepare it next year.

Get Started

How it works

All four steps happen inside our secure client portal.

Sign up

Click Get Started. You'll create a portal account and answer a short intake questionnaire.

Pay the deposit

Pay your $200 deposit through the portal. It's credited toward your first invoice with us.

Upload your returns

Send us your two most recently filed returns. We review them before the call.

Book your call

Use the scheduling link in the portal to pick a time that works for you.

What we'll need from you

Your two most recently filed federal returns. For most people that's 2025 and 2024. PDFs are easiest.
A short questionnaire. Filled out in the portal when you sign up — basics like dependents, business activity, rental properties, and what's on your mind for this year.
Time for the call. Plan on 30–45 minutes. You'll pick a slot from our scheduling page once your documents are in.

Common questions

The deposit is non-refundable, but it's applied as a credit on your first tax return invoice with us. If you decide not to engage us for return prep after the review and call, the $200 is not returned.

Individuals and small businesses who want a working relationship with a CPA — especially self-employed professionals (Schedule C), people selling or owning rental properties, and small-business owners with bookkeeping or business tax needs. Not a great fit for very simple W-2-only returns.

We only take on Washington state residents. We work with clients all across the state — in person in the Greater Seattle area and remotely throughout Washington.

Get in touch — we'll answer anything before you sign up.

Ready to get started?