Beach Life CPA

Client Resources

Tax and accounting guides.

Use these to prepare for a CPA conversation. They are not a substitute for tax advice.

Ask about your situation View tax update PDFs

Resource library

Start with the issue in front of you.

Businesses and owners

Business Entity and Owner Tax Planning

Entity type, owner pay, retirement plans, and Washington filings affect tax and cash flow.

Review business advisory

Planning points

  • Entity type changes filing, payroll, and owner pay questions.
  • S corporation owners need reasonable compensation and clean records.
  • Washington businesses may need B&O, city, payroll, or other local filings.
  • Planning works best before year-end.

Monthly records

Bookkeeping and Tax-Ready Records

Clean books reduce tax-season friction and make decisions easier.

Review bookkeeping

Planning points

  • Monthly reconciliations catch problems early.
  • A useful chart of accounts supports tax prep and management reports.
  • Cleanup often starts with bank feeds, loans, payroll, owner draws, and revenue.
  • Tax-ready books make filing and planning faster.

Greater Seattle tech professionals

RSUs, Stock Sales, and High-Income Tech Tax Planning

RSUs, bonuses, stock sales, rentals, investments, and moves can require planning.

Request tech tax consultation

Planning points

  • RSU vesting can create taxable wage income before shares are sold.
  • Stock sales require basis and holding-period review.
  • High-income households may need AMT, investment, and charitable planning.
  • Remote work or relocation can affect state filings.

Planning before deadlines

Estimated Taxes and Cash-Flow Planning

Estimated tax planning helps avoid cash surprises.

Start tax planning

Planning points

  • Owners and self-employed taxpayers may need quarterly estimates.
  • Bonuses, RSUs, gains, rentals, and profit can change tax due.
  • Projections help separate operating cash from tax cash.
  • Safe-harbor planning can reduce penalties and surprises.

Nonprofits and community organizations

Nonprofit Accounting and Board-Ready Reporting

Clear records help nonprofit leaders understand cash, restrictions, grants, payroll, and filing obligations.

Discuss nonprofit support

Planning points

  • Nonprofits need records that support board reporting and tax filings.
  • Revenue, donor restrictions, grants, and program expenses should be tracked consistently.
  • Clean books make Form 990, payroll, and state filings easier to support.
  • Leadership needs timely reports before budgets or cash decisions become urgent.

Tax update summaries

Home Energy Credits and Documentation

Energy credits depend on property use, improvement type, dates, and documentation.

Read tax updates

Planning points

  • Credits may apply to solar, geothermal, wind, fuel cell, batteries, HVAC, insulation, and related work.
  • Annual limits and category limits matter.
  • Rental, mixed-use, or business-use property can change the result.
  • Keep invoices, certifications, dates, and property-use records.

Complex individual returns

Charitable Giving, Digital Assets, and Investment Income

Investments, digital assets, gifts, and gains need good records.

Request a consultation

Planning points

  • Capital gains depend on basis, dates, holding periods, and brokerage records.
  • Digital asset reporting may need transaction detail.
  • Charitable records should support amount, date, recipient, and benefits received.
  • Year-end planning can coordinate gains, gifts, and estimates.
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