Annual filing and proactive planning
Tax Preparation & Planning
Business, owner, nonprofit, and complex individual returns prepared with year-round planning in mind.
- Business, owner, nonprofit, and individual tax returns
- Federal, state, and local filings
- Washington B&O and PPA filings
- Tax projections and estimated payments
View service details Monthly records and cleanup
Business Bookkeeping
Monthly bookkeeping and cleanup that keeps accounts reconciled and tax-ready.
- Monthly bank reconciliations
- Chart of accounts setup
- Monthly financial review
- Year-end tax-ready records
View service details Owner support and operating rhythm
Business Management & CPA Advisory
CPA guidance for payroll, bill pay, invoicing, cash flow, and owner-level decisions.
- Payroll support and payroll tax returns
- Bill pay and client invoicing
- Cash flow forecasts and budgets
- General CPA and CFO advice
View service details 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.
- RSU vesting and stock sale tax review
- Estimated tax and withholding planning
- Cross-state residency and transfer questions
- Multiple income streams including rentals or investments
View service details