Tax Planning & Return Preparation

Proactive Tax Strategies that Maximize After-Tax Income

We know that reducing your tax burden is your top priority. Comprehensive tax planning is the key to keeping more of your hard-earned profits. Our tax planning service provides you with an experienced, dedicated partner who works with you year-round to proactively recommend tax strategies that maximize after-tax income. We provide personal, one-on-one service and guidance, and will develop a plan that is fully customized to your unique situation.

We excel at tax planning and return preparation for individuals, corporations, partnerships, LLCs, LLPs, estates, trusts, and not for profit organizations. We pledge to provide you with quality, up-to-date tax return preparation and advice. We are diligent about keeping current on the changing tax laws that affect you, as well as examining all the tax-saving opportunities available to you—while remaining in full compliance with IRS statutes.

To make the tax process as convenient and pain-free as possible, we provide 24/7 access to all your tax information via a secure portal on our website. Login anytime to review the documents electronically.

Expert Representation in Front of the IRS

Nothing strikes fear into the taxpayer’s heart more than a notice from the Internal Revenue Service—which is why we offer tax resolution services. We’ll work with you to collect all the required information and communicate with the tax authorities on your behalf. In the event of a tax audit or any notice from the IRS, you have the peace of mind that our specialists are in your corner with the experience and expertise required to help resolve the situation.

tax wf

Client Center

- Individual Clients
- Business Clients
- Client Employee

- QuickBooks Desktop

- QuickBooks Online

Join a scheduled video meeting with our staff.

Using Your Client Organizer
How to Review My 1040
Using File Exchange

Go Mobile!

...and get what you need, when and where you need it!

Phone: 425.771.5556 • Fax: 425.771.2052