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.
I charge per form. (2024 Tax Return Preparation price list to be posted soon). I give a 10% discount to Seniors 65 and over, and to active military members. I also give a 10% early bird discount to anyone who provides all their documents by Feb. 15th. I have very reasonable prices. On average, I charge $225-$250 for preparing a return,
I charge per form. (2024 Tax Return Preparation price list to be posted soon). I give a 10% discount to Seniors 65 and over, and to active military members. I also give a 10% early bird discount to anyone who provides all their documents by Feb. 15th. I have very reasonable prices. On average, I charge $225-$250 for preparing a return, and the vast majority of my clients generally range from $125 - $500, depending on the complexity of the return.
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