Proactive tax strategy
High-Earner Tax Planning & Strategy
Forward-looking tax strategy for complex income, equity, investments, entities, and timing decisions.
CPA firm supporting all 50 states
Tax planning for high-income clients.
Beach Life CPA helps complex tax clients make planning decisions before deadlines close. Business tax, bookkeeping, and advisory support remain available when the need is operational.
Services
Choose the service that matches the decision in front of you.
Start with the closest need. Open the details only when you want the full scope.
Annual filing and proactive planning
Tax Preparation & Planning
Business, owner, nonprofit, and complex individual returns with planning before deadlines.
When this fits
Monthly records and cleanup
Business Bookkeeping
Monthly bookkeeping, cleanup, reconciliations, and tax-ready records owners can trust.
When this fits
Owner support and operating rhythm
Business Management & CPA Advisory
CPA advisory and part-time finance guidance for payroll, bill pay, invoicing, cash flow, and owner decisions.
When this fits
RSUs, stock comp, and complex income
Tech Professional & Equity Compensation Tax
Tax planning for RSUs, stock sales, bonuses, relocation, investments, and high-income households.
When this fits
Client feedback
What clients say on Google.
Recent Google Business Profile reviews can help prospective clients decide whether to reach out.
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Eastside service area
Serving all 50 states, with local support in Kirkland and Bellevue.
Beach Life CPA supports clients nationwide and works with Kirkland, Bellevue, and Seattle-area clients by appointment.
Nearby focus areas include Redmond, Bothell, Mercer Island, Seattle.
Questions
Common questions before hiring a CPA.
A few basics about process, pricing, remote work, and when to reach out.
Do you work with both individuals and businesses?
Yes. The firm supports businesses, owners, nonprofits, and individuals with equity, investment, rental, or multi-state complexity.
What happens after I request a consultation?
The first step is to understand the tax, bookkeeping, or advisory issue, then confirm the documents needed, likely scope, and next deadline.
Do you serve Seattle, King County, and clients outside Washington?
Yes. The firm serves Kirkland, Bellevue, Redmond, Seattle, King County, and Washington clients by appointment, and also supports federal and state tax needs for clients across all 50 states.
Can you help with RSUs and tech compensation?
Yes. Common topics include RSU vesting, stock sales, bonuses, withholding, estimated taxes, and multi-state income.
Can you help if my bookkeeping is behind?
Yes. Cleanup work usually starts with reconciliations, account structure, payroll and loan review, and tax-ready records.
How is pricing handled?
Pricing depends on the work, records, deadlines, and complexity. The goal is to scope the need clearly before work begins.
Can you work remotely?
Yes. Beach Life CPA can coordinate documents securely and supports clients across all 50 states when remote work supports the engagement.
What should I send before a consultation?
Bring recent returns, notices, W-2s, brokerage or equity statements, bookkeeping records, and a short description of the issue.