We provide one stop shop financial services that take a 360 degree view of your financial situation covering tax preparation, accounting, investment planning (stocks, bonds, real estate), estate, and trust planning.

For business owners we provide a tight integration between your accounting books and records and the tax preparation for your company.

We specialize in the preparation of :

  • Complex individual tax returns involving:
    • Multi-state returns, Capital Gains, Stock trades.
    • Partnerships & S-Corp distributions (form K1)
    • Cancellation of debt income.
    • Depreciation of Assets, Rental Properties.
    • Installment Sales, Section 1031 – Like Kind Exchanges
    • Schedule C

Business tax returns

  • Multi member LLCs (Form 1065)
  • Partnerships (Form 1065), tracking inside basis and capital accounts
  • C Corporations (Form 1120)
  • S Corporations (Form 1120S), tracking basis for assets

Fiduciary Taxes

  • Trust (Form 1041)
  • Estate filing (Form 706)
  • Gift tax & Inter generational gift tax (From 709)

Call: 253-987-1770. Click “Fee Schedule” for details.