Business-focused CPA serving the Greater Seattle tech corridor

CPA support for businesses, owners, and complex tax situations.

Beach Life CPA is built around business clients first: tax planning, bookkeeping, advisory, payroll context, and owner decisions. The firm also serves individuals when the tax picture involves RSUs, stock sales, cross-state income, investments, rentals, or other complexity.

Tax preparationRSUs and tech incomeMonthly bookkeepingBusiness advisoryBusinesses firstKirkland, Bellevue, and Redmond

What business clients usually need

Clear answers, clean records, and a CPA who can help before the numbers get messy.

Most owners are not shopping for accounting jargon. They need to know what is due, what is missing, whether the books are reliable, and what decisions deserve CPA context.

  • The business needs cleaner books, better owner visibility, or tax-ready records.
  • Business tax deadlines, B&O filings, payroll taxes, or entity questions are unclear.
  • An owner needs CPA context before a cash-flow, payroll, or compensation decision.
  • RSUs, stock sales, bonuses, or multi-state income need tax planning.
  • Individual or household tax filings have enough complexity to need planning.
  • A tax notice arrived and needs a calm, informed response.

Who the firm is built for

Business-first CPA support, with individual tax help when the situation is complex.

The clearest target market is business clients and owners who need year-round accounting support. Individual work remains a fit when the return has planning complexity, equity compensation, investment activity, rental income, or multi-state issues.

Services

Start with the service that matches the problem in front of you.

Most clients need one of four paths: file accurately, plan around complex income, make the books reliable, or get recurring CPA guidance for business operations.

Tax Preparation & Planning at Beach Life CPA
Tax prep Annual filing and proactive planning

Tax Preparation & Planning

Business, owner, nonprofit, and individual returns prepared with year-round planning in mind.

Best when
You need business or individual returns filed, estimates calculated, or a notice reviewed.
Typical result
A cleaner filing process and clearer expectations for what is due next.
Business Bookkeeping at Beach Life CPA
Bookkeeping Monthly records and cleanup

Business Bookkeeping

Monthly bookkeeping and cleanup that keeps accounts reconciled and tax-ready.

Best when
Your books are behind, inconsistent, or hard to use for decisions.
Typical result
Reliable books that show what changed each month and reduce year-end cleanup.
Business Management & CPA Advisory at Beach Life CPA
Advisory Owner support and operating rhythm

Business Management & CPA Advisory

CPA guidance for payroll, bill pay, invoicing, cash flow, and owner-level decisions.

Best when
You want recurring financial support, not only annual tax help.
Typical result
Better visibility into cash, obligations, and decisions before they become urgent.
Tech Professional & Equity Compensation Tax at Beach Life CPA
Tech tax RSUs, stock comp, and complex income

Tech Professional & Equity Compensation Tax

Tax planning for high-income tech professionals with RSUs, stock sales, bonuses, cross-state moves, and multiple income streams.

Best when
You work in tech and need CPA help with RSUs, equity vesting, concentrated stock, AMT exposure, or multi-state income.
Typical result
A clearer plan for cash flow, withholding, estimated payments, and tax exposure before equity or income events happen.

Client feedback

What clients say on Google.

Recent Google Business Profile reviews can help prospective clients understand fit before reaching out.

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Simple process

Know what happens next.

Step 1

Share what you need

Start with your current tax, bookkeeping, or business management problem so the work can be scoped clearly.

Step 2

Organize documents

Collect returns, notices, books, payroll records, bank statements, or entity documents depending on the service.

Step 3

Review the plan

Confirm deadlines, responsibilities, open questions, and the best way to keep communication moving.

Step 4

Keep improving

Use clean records and tax planning to make the next month, quarter, or filing season easier than the last.

Locality Focus

CPA services for Kirkland, Bellevue, and Redmond clients.

The site gives Eastside searchers direct pages for Kirkland, Bellevue, and Redmond instead of making them infer local fit from a generic homepage.

These pages can expand later into Bothell, Seattle, Mercer Island, Sammamish, and other markets as service-area strategy grows.

Eastside service area

Local CPA support across the Kirkland, Bellevue, and Redmond corridor.

Beach Life CPA serves Eastside businesses, owners, tech professionals, and complex individual tax clients. Local meetings are available by appointment, and the firm does not operate a public walk-in office.

Nearby focus areas include Bothell, Sammamish, Mercer Island, Seattle.

About Beach Life CPA

Licensed CPA support since 2009.

Beach Life CPA has specialized in business and personal taxation, accounting, and business management services across a wide range of industries, from grocery stores to entertainment professionals.

Wherever you are in life, the work is the same; reduce complexity, keep the financial details organized, and give you practical advice before deadlines become stressful.

Josh Mathisen of Beach Life CPA

Questions

Common questions before hiring a CPA.

The goal is to make fit and next steps easy to understand before someone reaches out.

Do you work with both individuals and businesses?

Yes. Beach Life CPA serves both, but the strongest fit is business clients, owners, nonprofits, and high-income individuals whose tax picture has business, equity, investment, or multi-state complexity.

Can you help if my bookkeeping is behind?

Yes. Cleanup and catch-up work can be scoped around bank reconciliations, chart of accounts structure, monthly review, and tax-ready records.

Do you serve Bellevue, Redmond, and other Eastside clients?

Yes. The firm serves Kirkland, Bellevue, Redmond, and nearby Washington clients. There is not a public walk-in office, but firm members can meet locally by appointment when appropriate.

Can you help with RSUs and tech compensation?

Yes. Beach Life CPA can help high-income tech professionals think through RSU vesting, stock sales, bonuses, estimated taxes, withholding, multi-state income, and related planning questions.

What should I send before a consultation?

Bring the basics: recent tax returns, brokerage or equity compensation statements, W-2s, bookkeeping access or statements, any tax notices, payroll records, entity documents, and a short description of what feels urgent.

Book Call