Services

Experienced tax preparation and exceptional client service with a focus on tax planning and advisory complemented by income tax compliance. Accurately applying the tax law while providing you with tax savings and credits for which you qualify is my goal. Specialized in providing advisory and planning with individual income tax services for :

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

The IRS is computer generating CP2000 notices when taxpayer returns do not match the records received from employers or financial institutions.  I can help decipher what changes the IRS is proposing to your return, determine what change you agree with, and prepare the forms the IRS is requesting.  

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.  

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.

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

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

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