Services
Three service lines, built around the kinds of complexity our clients actually bring us: self-employment, property, and running a small business. All work is for Washington residents, in person from Mountlake Terrace or remotely anywhere in the state.
Individual Tax
Preparation and planning for returns with moving parts — self-employment income on Schedule C, rental property on Schedule E (long-term and short-term), and home sales where the Section 121 exclusion and depreciation recapture both come into play. Includes quarterly estimate guidance and planning checkpoints through the year.
Individual servicesBusiness Tax
Annual returns for partnerships (1065), S-corps (1120-S), and C-corps (1120), alongside the Washington-specific filings that come with operating here — B&O and excise tax. Entity questions and owner compensation are part of the conversation, not a separate engagement.
Business servicesSmall Business Accounting
Monthly bookkeeping in tiers, QuickBooks Online setup and cleanup, and — for growth-stage service businesses — a fractional accounting engagement that adds a mid-month strategy session and systems design to the monthly close. Management reports you use to run the business.
Accounting servicesNot sure which one fits?
Most people come to us with a situation rather than a service in mind — a first year of self-employment, a rental that just went short-term, a house sale, or books that have drifted. Book a call and we'll tell you which service line covers it, or say plainly if we're not the right fit.
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Ready to Get Started?
Book a call or sign up in our client portal to begin.