In person and virtual tax firm
Tax services and tax consulting serving the Greater Seattle Area
In person and virtual tax firm
In person and virtual tax firm
In person and virtual tax firm
The tax code is very complex with over 80,000 pages of code that is constantly changing. I partner with clients to identify how they can use the code to meet their long term goals and reduce the taxes paid over their life time.
Work closely with clients throughout the tax preparation process to identify opportunities and actions they can take to minimize their tax liability.
Offer tax consulting sessions throughout the tax year to develop a comprehensive tax strategy. These mid year sessions are valuable in identifying actions that can be taken prior to the end of the year maximizing client value.
As a licensed CPA since 2009 and CFA Charter holder since 2011, I have a background in both tax and investments providing an additional perspective in tax planning.
I also enjoy helping people and have built a practice that focuses on the client.
Please contact us if you cannot find an answer to your question.
A tax consultant goes beyond the basic tax preparation service by helping clients understand their specific tax situation and identifying ways to reduce their tax burden. This is why my base pricing includes a tax season tax review meeting with the option to add on a mid year tax consultation meeting. The mid year tax consultation meeting allows us more time to take a deeper look at your tax profile outside of the busy tax season. This also allows clients to take steps during the tax year and capitalize on those actions by lower their tax burden when their return is prepared the following year or for years to come.
The first step is to reach out. We can discuss your current tax situation and questions, and how I can help. If you decide to hire me, you will provide your prior year tax return. This will allow me a more detailed understanding of your tax profile with potential opportunities. With each tax season you will be able to choose between the basic tax preparation package that includes the complimentary review meeting or add on the mid year tax consulting.
I provide IRS representation, business, estate, and gift returns. Specialize in maximizing the value of equity and executive compensation, maximizing the tax benefits of employer provided benefits, leveraging the tax code in navigating significant life events, and retirement tax planning.
Send me a message and tell me more about your goals and needs. I will get back to you soon to schedule a consultation.
903 E Main St Suite 213, Auburn, Washington 98002, United States
Open today | 10:00 am – 04:00 pm |
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