Tax Preparation

As your trusted advisors, we evaluate your tax situation and guide you through any tax challenges that develop. Our goal is to minimize your tax liability so that you can keep more of your hard-earned money.

Corporate Returns

1120 1120S 1065 1065LLC ETC.

Not for Profit


Tax Preparation

It’s our job to stay up-to-date on current federal and state tax laws through continuing education and we use our in-depth knowledge of tax codes when we prepare your individual tax returns — so you don’t miss out on any tax credits and deductions that you are entitled to take. 

Tax Preparation Services for Individuals and Businesses of all types

Here’s what else we do for you:

  • Calculate estimated taxes for self-employed small business owners
  • Develop tax planning strategies that reflect individual and business financial goals
  • Electronic filing and direct deposit for a faster tax refund
  • File extensions and calculate estimated tax to avoid interest and penalties

If you need a fast, accurate tax professional to prepare your tax return next year, fill out the contact form below and let us know a good time to reach you.

Order your tax organizer.

  • Tax Management Services
  • Audits & Compilation
  • Financial Projections
  • Bookkeeping
  • Budgeting Analysis
  • Benefits & Pension Plans
  • Accounting Services
  • Retirement Planning
  • IRS Representation
  • Entity Selection
  • Payroll Services
  • Estate Tax Preparation


In a Sticky Situation? We Can Help

  • File late returns and payment plans
  • Tax Liens and Wage Garnishments
  • Settle Taxes for Pennies on the Dollar
  • Tax Court Representation

Misleading Employee Retention Credit scams – As aggressive marketing continues, the IRS reminded businesses and tax-exempt groups to watch out for telltale signs of misleading claims about the Employee Retention Credit (ERC), sometimes called the Employee Retention Tax Credit or ERTC. The IRS and tax professionals continue to see aggressive broadcast advertising, direct mail solicitations and online promotions involving the ERC. While the credit is real, aggressive promoters are misrepresenting and exaggerating who can qualify for the credit.

Clean Vehicle and Energy Credits

New, Previously-Owned and Qualified Commercial Clean Vehicles Credit – The Inflation Reduction Act of 2022 (IRA) made several changes to the new clean vehicle credit for qualified plug-in electric drive motor vehicles, including adding fuel cell vehicles. The IRA also added a new credit for previously owned and commercial clean vehicles. Get answers to frequently asked questions about the new, previously owned and qualified commercial clean vehicles credit.

Home energy credits – The Inflation Reduction Act of 2022 (IRA) amended credits for energy efficient home improvements and residential energy property. Get details on eligible expenditures and how the credit limitations work in the frequently asked questions about energy efficient home improvements and residential clean energy property credits.

See Credits and deductions under the Inflation Reduction Act.

Contact Us

Please let us know if you have a question or how we can help you and reach you when we are not actively engaged.

619.537.9174 By Appointment

Home Office 3091 SE Kamilche Point Rd, Shelton, 98584

Also in Olympia, Seattle, La Jolla, San Diego

By Appointment