Friendly Service at reasonable prices
Friendly Service at reasonable prices
I was a California CPA from 1986 to 2010, working for Deloitte Haskins and Sells and The Orange County Register in Southern California. I moved to the Northwest in 2010. Intending to retire, I let my CPA license lapse, but I continued to do volunteer financial work and prepare tax returns for family and friends. In 2021, I decided to rene
I was a California CPA from 1986 to 2010, working for Deloitte Haskins and Sells and The Orange County Register in Southern California. I moved to the Northwest in 2010. Intending to retire, I let my CPA license lapse, but I continued to do volunteer financial work and prepare tax returns for family and friends. In 2021, I decided to renew my career by starting a tax business. My goal is to help our clients minimize their tax liability and maximize their tax savings. I try to keep the process as simply as possible. I work out of my home in Woodway, WA. I take a limited number of clients so that I am able to provide personalized service. I work seasonally from January through April, and in the month of October for extended filers.
I prepare Federal and State tax returns for individuals (including those with their own small businesses). I am also available for tax estimates. Since I work alone, I limit my practice areas and as a result, I don't prepare Partnership, Corporate, Trust or Estate Returns.
PLEASE NOTE: I do not post my phone number on my website, as I use
I prepare Federal and State tax returns for individuals (including those with their own small businesses). I am also available for tax estimates. Since I work alone, I limit my practice areas and as a result, I don't prepare Partnership, Corporate, Trust or Estate Returns.
PLEASE NOTE: I do not post my phone number on my website, as I use my personal phone for business. But if you email me, I will provide my phone number.
First Year Only
All Returns
If not determined
Per form
Per form, 1099-NEC, 1099-Misc, 1099-Int, 1099-Div, 1099-K, SSA-1099, other 1099s, not including 1099-B Composite (see Capital Gains)
Per form, form 8949 not required
Per form, form 8949 required, extra charge if large number of transactions
Form 1116 not required
Form 1116 required
Per form received, charge depends on complexity
Does not include depreciation, office in the home, or auto expenses
Mileage Method
Actual Expenses Method
Form 8829 Simplified Method
Form 8829 not using Simplified Method
Assets purchased prior to 2024, returning client depreciation
Assets purchased prior to 2024, new client depreciation
Assets purchased in 2024 / Form 4562 required, Sec 179 included
Does not include auto expense or depreciation
Using Mileage Method
Using Actual Expenses Method
Purchase prior to 2024, returning clients
If new assets purchased in 2024, or new client depreciation, includes Sec 179
Depending on number of items
"Back-Door" IRA
Form 1095-A
For 8812
Form 2441
Purchase in 2024 or new client depreciation, includes Sec 179
For my files, if digital copies are not provided
If Client adds forms or information after return initially prepared
Add a footnote if this applies to your business
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