Tax preparation and year-round planning for households where a W-2 is only part of the picture, whether that's rentals, a side business, stock compensation, planning for retirement, charitable giving or a big life change.
Your return, done right. Your next move, planned ahead.
For individuals & families
see your options
Is this you?
We're a fit when your taxes have moving parts.
RSUs, ISOs, ESPP or other equity compensation
iii.
A Schedule C business, freelance work or consulting income
ii.
Rental property, including short-term rentals and real estate investments
i.
Our clients usually have at least one of these. If your return is a single W-2, a self-file tool will serve you well.
K-1s from partnerships, S corporations or trusts
iv.
A move, marriage, inheritance, home sale or retirement on the way
v.
Charitable giving you want to plan, not just report
vi.
how it works
From first conversation to a filed return.
2
Talk with us
A short conversation about where you are, what you need and whether we're a fit.
3
Choose your option
We send a clear proposal with options and our recommendation. Once you sign, we're off.
1
Book a discovery call
Pick a time and answer a few questions about your situation, so we come prepared.
4
Upload and relax
Complete your checklist and organizer in the client portal. We take it from there.
She is extremely knowledgeable and makes an often confusing topic easy to understand. If I could give more than 5 stars, I would!
google review
noah p.
We file an extension at no extra cost. Many of our clients file on extension, and it doesn't increase your chance of an audit.
Yes. We're based in Snohomish and serve clients in every state except Pennsylvania and Ohio, with secure upload, e-signature and messaging in your client portal.
We answer questions about your return while we prepare it. Questions about lowering next year's bill are planning questions, covered in Tax Planning and Strategic Advisory.
No. We advise on the tax impact of financial decisions and work alongside your financial advisor, but we don't recommend specific investments.
