Personal and business tax filing, plus year-round planning to minimize surprises.

What's included

• Business & personal tax returns
• Quarterly tax planning and forecasting
• Sales tax filings (WA & ID)
• Audit-ready documentation

How it works

We start with a free 20-minute consult to understand your business, current setup, and goals. From there, we put together a flat-monthly-fee proposal — no hourly billing, no surprise invoices.

Once you say yes, we handle onboarding in week one: software access, bank feeds, chart of accounts cleanup, and any backlog. By the end of month one, you're seeing reports you can actually use.