Individual Income Tax and Estate Tax

Services

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Individual Income Tax Return Preparation

Experienced tax preparation and exceptional client service at a fraction of the cost of an accounting firm. Accurately applying the tax law while providing you with tax savings and credits for which you qualify is my goal. Specialized in providing individual income tax services for :


  • Self employed individuals
  • Owners of rental properties
  • People with various sources of investment income

Estate Tax Return Preparation

With only a $2 million exemption in Washington State for estate tax, many people are required to file a Washington Estate Tax Return with the Department of Revenue.  I have had the privilege of walking alongside dozens of families after the loss of a loved one.  

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Estimated Tax Calculation

Quarterly estimated tax calculations may be necessary to reduce or avoid underpayment penalties if you are self employed or have capital gain income or receive alimony payments.

Add Value to your Business

I will make suggestions for streamlining your record keeping to make your processes more efficient to save you time and money.

Tax Saving Strategies

As part of your individual tax return preparation, I will make suggestions on what you can do to reduce your overall tax going forward.

Qualified Referral Source

Have questions on where to go for investment advise, retirement vehicles, insurance, realtors, home improvement projects, you name it, I can connect you.