We provide comprehensive tax planning and preparation services for individuals and families.

Our investment in advanced tax preparation and research software allows us to prepare returns accurately and efficiently. By staying current on evolving tax laws, we take a proactive approach — identifying opportunities to minimize both current and future tax liabilities and offering guidance throughout the year, not just at filing time.

We take the time to understand your unique situation, explain what matters in plain language, and provide year-round support — so you feel confident whenever tax questions arise.

We partner with small business owners to simplify tax compliance, reduce surprises, and support better decision-making throughout the year.

Beyond preparing returns, we help you understand how choices around payroll, expenses, retirement plans, entity structure, and growth plans affect your taxes — now and in the future.

With robust tax research tools and ongoing advisory support, our goal is to help you stay compliant, avoid costly mistakes, and feel confident that your tax responsibilities are handled.

Estates and trusts are a unique specialty area with rules that require careful coordination between federal tax law and the State of Washington Income and Principal Act. 

We guide fiduciaries and families through these complex requirements — from ongoing filings to thoughtful planning.

Effective estate planning can help ensure an orderly transfer of assets, provide security for surviving family members, and potentially reduce or eliminate tax on the transfer of businesses and other assets. For business owners, planning for continuity and succession is essential — and we can help you navigate that process with clarity and care.

Having worked with many guardianship agencies, we bring a practical understanding of the unique tax considerations involved. Care must be taken to provide the best outcomes for the ward while making full use of the options the tax code allows. We help ensure filings are accurate, timely, and aligned with the ward’s best interests. 

Tax planning is about being intentional. We help evaluate choices, think through implications, and structure decisions in ways that align with long-term goals. By staying current on changing laws, we look for opportunities to reduce tax exposure and provide ongoing, practical guidance you can rely on. 

Tax notices can be stressful — but they don’t have to be handled alone. We review notices, explain what they mean, determine next steps, and communicate with tax authorities when needed, helping resolve issues as efficiently and calmly as possible.