Our firm provides a variety of tax services including federal and state individual and business tax return preparation, tax planning, and Washington State sales tax return preparation and other consulting services.
Our firm currently prepares state income tax returns in approximately 40 states with a wide scope of experience ranging from multi-state business tax issues to individual income tax return preparation.
We often assist our clients (even those with their own internal accounting employees) in preparation of yearend adjustments and account reconciliations.
Our individual returns are generally prepared from client organizers or client summarized documents. We are currently evaluating the delivery of client organizers by e-mail, in our firm workflow improvements. Our individual client portals will allow our clients to securely access their tax returns via the Internet, if they choose.
We use Lacerte tax preparation software for individual and business return preparation and also use the Lacerte tax planner for our tax planning services.