confident
informed
empowered
You will make
financial decisions
with our help
Our Services
We offer monthly tax & accounting services that are designed to strengthen your financial stability today and prepare you for tomorrow.
Schedule a call
We provide accurate, transparent bookkeeping services and account setup, ensuring your financial records are always up-to-date. Our team tracks every transaction with integrity, giving you peace of mind and the foundation for informed decision-making.
Building Essential Foundations
Our tax preparation service provides honest, comprehensive support, ensuring accuracy and accountability in every return. We stand by our work and aim to leave you with not only a completed return, but also a clearer understanding of how taxes work and how your financial decisions affect them.
A Stress Free Tax Season
Facing tax issues? We partner with you to resolve IRS matters quickly and efficiently, bringing integrity to the process. Through personalized service and innovative strategies, we work to reduce penalties and alleviate stress.
Get a Fresh Start
Our comprehensive tax planning service is proactive, helping you maximize savings and build a financial legacy. We combine transparent advice with innovative strategies to ensure you stay ahead of and minimize tax obligations year-round.
Craft a Financial Story That Lasts
Partner with a fractional CFO to guide your business toward long-term growth. With integrity and foresight, we offer financial leadership and innovative strategies to navigate challenges and build a lasting legacy.
Get Personalized Insights
Not ready for monthly services,
but still want to build momentum fast?
Check out our Impact Strategy Sessions.
strategy sessions
Yes, absolutely! When you schedule a discovery call with us, we'll discuss your business needs and give you a recommendation that will meet your specific situation.
We regularly partner with existing tax professionals that our clients have, including CPAs and CFPs, so it's no problem at all! If you're ever unsatisfied with the level of care you're receiving, we can seamlessly transition to our team as well.
All recurring services come with fixed monthly pricing for the year. Project-based services or one-time consultations are priced per project, determined at the start of our engagement. You won’t encounter surprise hourly fees—because unlike typical firms, we don’t track our hours!
Yes, we can definitely help with this! We promise, this is absolutely a nonjudgmental zone and you will have more peace in your day-to-day life when you work with our team.
Recurring services are set up as auto ACH for the 1st of the month at the beginning of your engagement. Project-based services require a deposit and will be billed in milestones or upon completion.
Yes, it’s time to experience a new kind of tax season—one you’ll look forward to year after year! We prepare returns for Sole Proprietorships, LLCs, Partnerships, S-Corporations, C-Corporations, and Nonprofits. We can also help set you and your employees up for payroll with one of our payroll partners and manage the account for you.
We use Quickbooks Online for all clients. We can migrate your system over or do a fresh setup for you. We can also access other CRM/project management-based software that integrates with QBO.
While we are based near Seattle, Washington, we will service businesses anywhere in the United States!
