Business tax preparation and planning
We specialize in providing tax accounting and planning services to Subchapter S corporations, partnerships, and limited liability companies and their owners, including those entities that operate in multiple states or that have an international component to their tax return.
We also offer individual tax preparation and planning services to individuals with complicated tax returns. Perhaps not surprising given our location in Redmond, we do a large volume of work related to employee stock options and grants, restricted stock options, and similar equity-based compensation of the type common to the tech industry.
Personal financial planning
For tax preparation and tax planning clients, we will provide integrated personal financial planning services including retirement and college planning advice, investment and asset allocation planning and estate planning.
We provide these services purely on an hourly basis, thereby saving you the one to two percent fee that many financial planning firms levy. Note, too, that unlike the great majority of financial planners and investment advisors, we integrate our personal financial planning services with our tax planning. This integration typically provides very significant synergies—especially for business owners and active real estate investors.
QuickBooks software training and consulting
If you’re a business tax preparation or tax planning client, tax accountants from our offices can help you set up an appropriate business accounting system using QuickBooks Online. We will provide QuickBooks cleanup and related services on an hourly basis.
In many cases, a few hours of a skilled accountant’s time can greatly improve the accuracy and usefulness of your QuickBooks data and financial reports.
General accountant services and business planning
We can provide as much help as necessary to prepare financial statements and work with you to create a practical business plan.
You may find it useful, by the way, to know that another one of the books Steve’s authored, MBA’s Guide to Microsoft Excel, has been used at several top-ranked business schools (including Dartmouth, Columbia, Notre Dame, and Thunderbird) as a text for business planning classes, seminars and workshops.