CPA services

Tax prep, bookkeeping, and business support with clear next steps.

Most CPA work starts with one of three needs: filing correctly, getting the books under control, or making better business decisions with current numbers.

We are in the business of you

Service details

Individuals, businesses, and nonprofits

Tax Preparation & Planning

Federal, state, and local tax preparation with planning support before deadlines become stressful.

What this can include

  • Individual and business tax returns
  • Federal, state, and local filings
  • Washington B&O and PPA filings
  • Tax projections and estimated payments
  • Audit notice support

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

Clean books and monthly visibility

Business Bookkeeping

Monthly bookkeeping systems that keep accounts reconciled, records usable, and tax prep smoother.

What this can include

  • Monthly bank reconciliations
  • Chart of accounts setup
  • Monthly financial review
  • Year-end tax-ready records
  • Bookkeeping cleanup and catch-up

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

Practical owner support

Business Management & CPA Advisory

CPA guidance for payroll support, cash flow, invoicing, bill pay, and better financial decisions.

What this can include

  • Payroll support and payroll tax returns
  • Bill pay and client invoicing
  • Cash flow forecasts and budgets
  • General CPA and CFO advice
  • Entity and owner compensation questions

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

How it works

A practical flow for getting unstuck.

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.

Who this helps

Individuals, owners, and organizations that want less accounting friction.

Beach Life CPA supports clients who want a clearer view of what is due, what is deductible, what needs to be reconciled, and what deserves CPA judgment.

Individuals and families

Small business owners

S corporations and LLCs

Nonprofits

High-income taxpayers

Owners with payroll or B&O filings

Questions

Before you reach out.

A quick consultation is easier when the site answers the basics first.

Do you work with both individuals and businesses?

Yes. Beach Life CPA works with individuals, businesses, and nonprofits, with services ranging from annual tax preparation to monthly bookkeeping and business advisory support.

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 if the office is in Kirkland?

Yes. The firm serves Kirkland, Bellevue, and nearby Washington clients who need tax, bookkeeping, and CPA advisory support.

What should I send before a consultation?

Bring the basics: recent tax returns, bookkeeping access or statements, any tax notices, payroll records, entity documents, and a short description of what feels urgent.

Book Call