Tax Services
IndividualOur services for individuals include the following:
We'll prepare your tax return. Provide us your tax docs in person, emailed, or uploaded to our secure portal and we'll get it done for you in short time.
We'll review your tax return that was completed in Turbo Tax or a similar software. Tax return softwares are great, cheap and an easy way to file but with simplicity comes a cost. Let us double check it for a nominal fee.
Tax planning for prospective years. With new laws being proposed including an increase to the capital gains tax for high earners, it's good to know how it may change next year's cash flow. We can also help with planning for the tax impact of stock compensation (RSU, ISOs, and NSOs), real estate transactions including Section 1031 exchanges, and the various aspects of sole proprietorship businesses.
BusinessOur services for businesses include the following:
We'll prepare your entity's tax return. Whether you're a partnership, limited liability company or corporation, we'll work with you in gathering the necessary documents to file your business' tax return.
Taxes for businesses are potentially changing significantly once again with proposed legislation that may directly impact your business. Let us give you a rundown on how you can adapt and potentially have tax savings through smart capital investments and entity structure. Now is the time to plan for your financial future.
A S Corporation evaluation, planning and election can help you save notably from year-to-year. If you're planning to start a business, or own a small or medium-sized business, we can help you determine whether the S Corp status is beneficial and then implement the steps to elect this status.
InternationalOur services for International clients include the following:
Foreign Bank and Financial Accounts (FBAR) filings for current and previous years. If you have significant balances in foreign bank accounts or have assets and investments in foreign companies, you are required to file annual forms with the IRS. We'll help you through these filings.
Tax services for expatriates and people working abroad. Taxes in multiple jurisdictions is confusing. Let us help you better understand the tax consequences to double taxation and planning for foreign regulations.
Our bilingual tax services for Chinese clients is to help transition and encourage communication and compliance with US tax laws. With a background in helping Chinese clients, we can help you with understanding the nuances of US taxes and develop better business acumen.
Estate and TrustsOur services for estates and trusts include the following:
We'll prepare your estate or trust tax return. Whether you need to file your Federal or Washington estate tax returns, we'll work with you and your attorney in gathering the applicable documents to file your tax returns on a timely basis.
We'll work with your estate attorney to help calculate the estate tax and income tax impact of estate and trust planning scenarios.
We'll prepare accounting for the estate as part of probabe and closing of the estate.
Bookkeeping ServicesSmall Business BookkeepingFull bookkeeping services which include accounts payable, accounts receivable, payroll, cash reconciliations, fixed assets, financial statements and many more. Leave the books to us and run your business to the stars.
Software setup and instruction services. Let us teach and/or setup a new accounting system such as Quickbooks, Xero, Intacct or Netsuite. We'll first setup the software and give you a full rundown on how to use it with ongoing customer support.
Consulting ServicesCompany SetupWe can help you decide and set up a new entity by filing all the required documents with the state and local governments. Additionally, we can roadmap all the various milestones for your new business venture; everything from bank account setup, payment systems, website development, marketing strategies, etc. Let us help you get your company off the ground so you can focus on the fun stuff!
Tax Notices and AuditsWe'll help you respond to IRS notices and audits. Notices and audits can seem daunting, but often it's a straightforward process to resolve the issue. We'll help you through this process and try our best to abate as much interest and penalties as possible.