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TAX SERVICES

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Always keep in mind that the "tax tail should not wag the dog."

» TAX PLANNING

Successful planning follows the rules and minimizes your tax liability.  We go beyond tax compliance and proactively recommend tax saving strategies.

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» TAX PREPARATION

Tax returns we prepare include:

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Individuals

  • 1040

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Trusts & Estates

  • 1041 (Trust/Estates)

  • IRS Form 706 (Estate)

  • WA Estate Tax Return

  • 709 (Gift Taxes)

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Businesses

  • 1120S (S-Corp)

  • 1120 (Corp)

  • 1065 (Partnership)

Tax Exempt Entities

  • 990

  • 990-T

  • 990-PF

  • 990-EZ

  • 1120-POL

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Other

  • 1096 / 1099

  • 941

  • 940

  • W-2

  • 5500-EZ (Retirement Plan)

  • 5500-SF (Retirement Plan)

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