Individual Tax Services
Tailored tax preparation and planning for complex situations—self-employment (Schedule C), home sales, and rental properties (short-term & long-term). Get clarity, accuracy, and proactive guidance.
Serving the Greater Seattle Area — including King, Snohomish, and Skagit Counties — with remote support across all of Washington.
Who We Serve
Individuals and families who want proactive, accurate guidance for complex tax situations.
Self-Employment Income
- Guidance on deductible business expenses
- Retirement contribution strategies
- Quarterly estimated tax planning
- Support for freelancers and 1099 earners
Home Sales & Real Estate
- Section 121 exclusion and gain calculation
- Basis tracking, records, and improvement support
- Depreciation recapture reporting for former rentals
- Timing strategies for moving, renting, or selling
Rental Properties
- Short-term (Airbnb/VRBO) and long-term rentals
- Mixed-use and personal-use property rules
- Repairs vs. improvements and depreciation
- Passive activity loss considerations
What You Get
Clear communication, accurate returns, and year-round guidance designed to help you make confident financial decisions.
Comprehensive Return Preparation
Accurate filing with a full review of income, deductions, credits, and documentation.
Self-Employment Guidance
Advice on deductible expenses, retirement contribution options, and quarterly estimated taxes.
Planning Checkpoints
Mid-year and pre-year-end reviews to estimate taxes, avoid surprises, and plan ahead.
IRS Compliance Support
Estimated payment guidance, documentation help, and clear explanations of what the IRS requires.
Ideal Clients
- Freelancers, contractors, and independent professionals
- Small business owners filing on Schedule C
- Homeowners selling a primary residence or former rental
- Landlords with one or more rental properties
- Short-term rental hosts (Airbnb, VRBO)
- Individuals with more complex tax situations or life changes
Scope Considerations
Best for returns that go beyond simple W-2 filings—self-employment, home sales, rentals, and real-estate-related issues. We'll confirm the exact scope during your consultation.
Transparent Pricing
Since each return is unique we cannot offer firm quotes. Below you can find starting amounts that are typical for different levels of complexity. These are provided to help you understand what’s common. Your final fee will reflect the actual time and scope of your tax return.
Simple
A straightforward return with no Schedule C, Schedule E, or investment income. Typically covers W-2 wages, standard deductions, and common credits such as child tax credits and education credits.
Intermediate
A return with one Schedule C, one Schedule E, or investment income. Includes typical planning touchpoints such as estimated taxes, retirement contributions, and depreciation.
Complex
Returns requiring multiple Schedules C or E, significant investment income, or complex transactions. Includes deeper planning—for example, home sales with depreciation recapture, asset or equity transactions, or proactive mid-year and year-end reviews.
Ready to Get Started?
Book a call or sign up in our client portal to begin.