We tailor our services to small business owners, professionals, and real estate investors operating as S corporations and limited liability companies. Including those with multistate and international footprints. What makes us different? Especially for taxpayers with big tax bills? We identify and implement tax strategies that you can use to reduce your federal and state taxes.
Services
As a sample of the sorts of strategies we help taxpayers with, check out the popular small business blog Nelson CPA publishes, EvergreenSmallBusiness.com.
In particular, the following posts on how S corporations save a business owner taxes, how active real estate investment allows high income investors to build wealth and shelter income from taxes, and when physicians can get the powerful Section 199A tax deduction on their returns.
If you do want to explore having us prepare your tax returns?
Email or telephone.
In particular, the following posts on how S corporations save a business owner taxes, how active real estate investment allows high income investors to build wealth and shelter income from taxes, and when physicians can get the powerful Section 199A tax deduction on their returns.
If you do want to explore having us prepare your tax returns?
Email or telephone.
To have us prepare your business tax return (a 1120 or 1120S corporation tax return, a 1065 partnership or LLC tax return, and then the equivalent state returns), we need access to your accounting records once you've closed the books for the year.
We also need you to complete a business return organizer to collect the information that doesn't appear in your accounting system.
And to sign an engagement letter.
If you're using an online accounting system like QuickBooks Online, Xero Accounting, or FreshBooks, you need to provide us with authorization to your books.
We also need you to complete a business return organizer to collect the information that doesn't appear in your accounting system.
And to sign an engagement letter.
If you're using an online accounting system like QuickBooks Online, Xero Accounting, or FreshBooks, you need to provide us with authorization to your books.
The completed organizer "checklist" to make sure we get all the other information needed to prepare your return and minimize your federal and state income taxes.
A signed engagement letter.
Note that with a signed engagement letter on file, we will automatically extend your tax return's original due date if the deadline approaches and a timely completion seems at risk.
We send out an digital copy of the organizer and engagement letter right after the new year starts.
The easiest and safest way to provide us with the documents we'll need (the information returns, the completed organizer, and so on) is via our secure portal.
A signed engagement letter.
Note that with a signed engagement letter on file, we will automatically extend your tax return's original due date if the deadline approaches and a timely completion seems at risk.
We send out an digital copy of the organizer and engagement letter right after the new year starts.
The easiest and safest way to provide us with the documents we'll need (the information returns, the completed organizer, and so on) is via our secure portal.
Taxpayers and personal representatives sometimes need to prepare 1041 returns for the estates of a decedent or for trusts created for estate planning purposes.
A few taxpayers and personal representatives need to deal with federal estate 706 tax returns.
A surprising number of Washington state residents need to file a Washington state estate tax return on behalf of a family member who has passed away.
And more often than people realize, parents and grandparents ought to file federal gift tax returns, or 709 returns.
A few taxpayers and personal representatives need to deal with federal estate 706 tax returns.
A surprising number of Washington state residents need to file a Washington state estate tax return on behalf of a family member who has passed away.
And more often than people realize, parents and grandparents ought to file federal gift tax returns, or 709 returns.
A native of Montana, Christian holds a masters in professional accountancy from Montana State University.
An alum of Clark Nuber (the powerhouse Bellevue, Washington CPA that serves the Gates Foundation), he specializes in real estate taxation including Section 1031 like kind exchanges.
A graduate of Western Governors University, Beth holds a bachelors of science in accounting.
The author of monographs on Treasury's tangible property regulations and international taxation of US taxpayers, she specializes in multistate and international taxation as well as Washington state estate taxes.
An alum of Clark Nuber (the powerhouse Bellevue, Washington CPA that serves the Gates Foundation), he specializes in real estate taxation including Section 1031 like kind exchanges.
A graduate of Western Governors University, Beth holds a bachelors of science in accounting.
The author of monographs on Treasury's tangible property regulations and international taxation of US taxpayers, she specializes in multistate and international taxation as well as Washington state estate taxes.
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