Our firm has been serving a wide range of income tax clients since 2001 which has allowed us to sharpen our skills and processes. As a small team, we focus diligently to purposefully work with clients who value our specific process, personal strengths and professional expertise.
The cornerstone of our professional relationship is your income tax compliance filing which primarily includes the filing of your 1040, 1120S and 1065 tax returns where applicable. From this foundation we build options to meet the needs of different client situations – from straightforward planning to detailed consulting and accountability with regularly recurring connections throughout the year.
Our tax engagements are done remotely through our industry-specific applications utilized for both collecting your tax information and delivering it back to you in a secure and user-friendly manner. Communication not suited for our tax apps is done by email, phone, video meetings and screen-sharing when needed. To confirm, we do not take or provide paper documents.
Limited in-person meetings are reserved for clients in the Spokane, Washington area who engage us in a higher capacity for ongoing planning.
We are proud Spokane natives and enjoy working with businesses based in Washington state as well as individuals typically located in the Pacific Northwest. Our detailed new client review process will ensure that we are able to perform the work needed by you or why we are not the right fit.
The following may be applicable as you consider whether our team is a fit for your tax needs: