CPA services
Tax strategy, tax prep, bookkeeping, advisory, and complex individual tax work are handled as separate paths.
Choose by need
| Service | Start here when | What it includes | Typical outcome |
|---|---|---|---|
| High-Earner Tax Planning & Strategy | Your income, ownership, equity, or investment activity creates decisions that should be reviewed before year-end. | Strategic tax review, entity and compensation planning, retirement and deduction review, capital gains, charitable planning, estimates, and multi-state coordination. | A clearer plan for timing, documentation, and practical tax-saving opportunities. |
| Tax Preparation & Planning | You need a return filed, estimates reviewed, or a tax notice handled. | Federal and state filings, Washington B&O/PPA support, projections, estimates, documentation review, and notice response. | A cleaner filing process, fewer deadline surprises, and clearer planning items for next year. |
| Business Bookkeeping | Your books are behind or hard to trust. | Reconciliations, chart of accounts setup, monthly review, cleanup, catch-up, payroll context, and year-end readiness. | Reliable books, better monthly visibility, and less year-end cleanup. |
| Business Management & CPA Advisory | You want recurring CPA context, not only annual tax prep. | Payroll support, bill pay, invoicing, cash-flow planning, budgets, owner compensation, and CFO-style advice. | Better financial visibility before decisions become urgent. |
| Tech Professional & Equity Compensation Tax | You have equity compensation, stock sales, or multi-state income. | RSU and stock sale review, estimates, residency questions, rental or investment income, charitable planning, and notice support. | Clearer withholding, estimate, and filing decisions around complex income. |
Service details
Annual filing and proactive planning
Business, owner, nonprofit, and complex individual returns with planning before deadlines.
Proactive tax strategy for high earners
Tax strategy for business owners, investors, and high-income professionals with significant annual tax liability.
Monthly records and cleanup
Monthly bookkeeping, cleanup, reconciliations, and tax-ready records owners can trust.
Owner support and operating rhythm
CPA advisory and part-time finance guidance for payroll, bill pay, invoicing, cash flow, and owner decisions.
RSUs, stock comp, and complex income
Tax planning for RSUs, stock sales, bonuses, relocation, investments, and high-income households.
Questions
A quick consultation is easier when the site answers the basics first.
Yes. The firm supports businesses, owners, nonprofits, and individuals with equity, investment, rental, or multi-state complexity.
The first step is to understand the tax, bookkeeping, or advisory issue, then confirm the documents needed, likely scope, and next deadline.
Yes. The firm serves Kirkland, Bellevue, Redmond, Seattle, King County, and Washington clients by appointment, and also supports federal and state tax needs for clients across all 50 states.
Yes. Common topics include RSU vesting, stock sales, bonuses, withholding, estimated taxes, and multi-state income.
Yes. Cleanup work usually starts with reconciliations, account structure, payroll and loan review, and tax-ready records.
Pricing depends on the work, records, deadlines, and complexity. The goal is to scope the need clearly before work begins.
Yes. Beach Life CPA can coordinate documents securely and supports clients across all 50 states when remote work supports the engagement.
Bring recent returns, notices, W-2s, brokerage or equity statements, bookkeeping records, and a short description of the issue.
