Professional Services
Professional accounting and consulting services designed to support individuals, small businesses, and S corporations delivered with clarity and personal attention.
Bookkeeping & Consulting
Ongoing bookkeeping support and tax-focused consulting designed to help small businesses remain organized, compliant, and prepared for tax reporting.
Monthly bookkeeping maintenance
Tax-focused bookkeeping review
Business consulting related to tax compliance and planning
Cash flow monitoring and organization
Excise Tax Filings
Preparation and filing of Washington State and city excise tax returns with careful attention to deadlines and regulatory compliance.
Washington State excise tax filings
City business & occupation (B&O) tax
Sales tax filings
Filing and deadline management
Tax Preparation
Professional tax preparation services with a focus on accuracy, compliance, and clear communication.
Individual income tax returns
State income tax returns
S corporation tax returns
Tax planning and strategy
Electronic filing (e-file) services
IRS notices and correspondence assistance
QuickBooks Training
Hands-on QuickBooks training designed to help clients confidently manage their own books and better understand reports used for tax preparation.
Software setup and configuration
Chart of accounts customization
Report generation and interpretation training
Ongoing QuickBooks support
Payroll Services
Payroll services offered exclusively to S corporation clients to ensure proper compliance, accurate reporting, and seamless integration with tax planning.
Payroll processing
Federal and state tax deposit management
Quarterly payroll reporting
Year-end payroll tax filings (Forms W-2, W-3, and 1099-NEC)
Business Consulting
Consulting services for new and growing entrepreneurs who want to understand their finances, tax obligations, and business structure from the start.
Business structure guidance (with tax considerations)
Financial and tax planning fundamentals
Record-keeping best practices
Growth strategy support
IRS Representation
Professional representation and advocacy before the Internal Revenue Service to help resolve tax matters efficiently and with confidence.
IRS notices and correspondence
Audit representation
Tax issue resolution and compliance support
Authorized representation as an Enrolled Agent
As an Enrolled Agent, I am federally authorized to represent taxpayers before the IRS.