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Tell us what needs CPA attention.

The best fit is usually a business, owner, nonprofit, or complex individual tax situation. Reach out about business tax, bookkeeping cleanup, monthly books, payroll support, B&O filings, RSUs, stock sales, cross-state income, or owner-level CPA questions.

Individuals and tech professionals

RSUs, equity compensation, relocation, rentals, investments, or high-income tax questions?

Use the form on this page. Choose the RSU/equity service option and include the tax year, employer equity type, stock sale activity, state moves, and any other income streams that changed during the year.

Not sure what to choose?

Tax prep You need business or individual returns filed, estimates calculated, or a notice reviewed. Bookkeeping Your books are behind, inconsistent, or hard to use for decisions. Advisory You want recurring financial support, not only annual tax help. Tech tax You work in tech and need CPA help with RSUs, equity vesting, concentrated stock, AMT exposure, or multi-state income.

Email

info@beachlifeCPA.com

Best for sending context, document lists, or a clear description of what you need help with.

Phone

206-580-3730

Best when the situation is time-sensitive or you need to quickly confirm fit before sending details.

Start here

Request a business or complex-tax consultation

Submissions are protected by Cloudflare Turnstile and a hidden spam trap. Please do not include Social Security numbers, bank account numbers, or other highly sensitive tax documents in this form.

1. Client type Which best describes you? Entity structure, if applicable

2. Revenue or income profile Estimated annual revenue or household income profile

3. Current friction

4. Contact and routing Full Name Company Name Zip Code

Email Phone What do you need help with? Message

If the security check does not load, email info@beachlifeCPA.com or call 206-580-3730.

What to include

A useful first message saves time.

You do not need everything perfect before reaching out. These details simply help identify the right service path.

Whether you need individual, tech compensation, business, or nonprofit support.
Whether RSUs, ESPP activity, stock sales, bonuses, relocation, or remote work are involved.
Any filing deadlines, tax notices, or payroll/B&O due dates.
Whether your books are current, behind, or need cleanup.
Your business entity type, if applicable.
What outcome would make this easier for you.

Common service paths

Choose the closest fit.

Tax Preparation & Planning

Best for clients who want organized filings, clearer estimated tax decisions, and fewer surprises at tax time.

Review details

Business Bookkeeping

Best for business owners who need dependable books without managing every account, receipt, and categorization themselves.

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Business Management & CPA Advisory

Best for owners who want a financial partner for the recurring tasks and judgment calls that affect cash flow.

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Tech Professional & Equity Compensation Tax

Best for Greater Seattle tech employees, executives, and high-income households with equity compensation, bonuses, investment income, rental income, or cross-state tax complexity.

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