TAX & ACCOUNTING

Thanks for visiting the website. If you are here you are most likely a family member, friend or acquaintance and I've already agreed to do your tax return or business acounting. I use this website as a way for you to log into your account, exchange documents (securely), and a place to manage your billing.

HI, I’M YOUR ACCOUNTANT

I do taxes for a select group of folks and businesses each year. I enjoy doing returns for those I know, or friends of friends that need help. My background for the last 15 years is in small business ownership - with two successful startups and exits.

My Knowledge Base:
I've used QuickBooks since 2009, became a QuickBooks pro in 2020, became an Enrolled Agent with the IRS in 2022, have 2-4 CPA exams passed and have worked in tax accounting for the last 3 years. I'm very knowledgeable at “upper middle class” personal returns, Sole Props, and S Corp returns. If you have stock options, RSU's or ISO's I can help you navigate the tax consequences. I will also give you tax saving ideas or strategies if you aren't already optimized. See below for pricing and scope of work provided.

PRICING

OUR MENU

PERSONAL RETURNS

from $500.00

Personal Returns start at $500.00.

Includes 2 W2’s, 3 1099 INT’s, Social Security 1099’s, IRA contributions, itemized deduction (if applicable).

    • Rental Property / Sch E $180 for first rental, $65 for each additional. 

    • Stock Options (RSU's and ISOs) $350

    • Home Sale $200 each

    • 1031 Exchange $1,400-$2,000 depending on complexity. 

    • K-1's (no charge if we prep) $75

    • State Returns  100 each (WA has no state return)

    • W2's (over 2) $15 each

    • 1099 Int's (over 3) $8 each

    • 1099 Composite (over 1) $15 each.

      • $30 each when including capital gain transactions. 

    • HSA compliance (Forms 5498SA and 1099SA) $25

    • Tax on early IRA Distribution $40

    • Sole Prop (Sch C) $250 (includes entering 4 depreciable items)

    • Sch C Asset/depreciation (over 4 items) $8 each item over 4. 

    • Sale of business (sch C) business property $150

    • Personal Baseline Includes  ($500) 2 W2s, 3 1099 Ints, 1 1099 Comp, Social Security, IRA contributions, itemized deduction (if applicable)

S Corp, Partnership and C Corp RETURNS

Baseline $1,500.00

I prepare business returns that have compiled their books for the year. They don't have to be perfect. I will rarely prepare a return where you hand me receipts instead of handing me annual sums of expenses and income.

*I charge $250 an hour to prepare your financials if you have not done your bookkeeping for the year.