Yes, we are accepting new clients.

Certified Tax Coaches (CTC) and Certified Tax Planners (CTP) are advanced designations with advanced training in proactive tax planning, who specialize in finding deductions, credits, loopholes, and strategies to help their clients pay less tax. Read more here. 

Take a look at the type of clients we serve here.

​​

We serve solopreneurs, startups, and growing and established businesses. Our expertise helps businesses access capital and provides tools for effective financial management and tax savings. We also coach businesses in various industries and specialize in helping individuals and businesses solve tax issues.

Yes, we are open year-round for your tax and business needs. At our firm, we prioritize work-life balance. Our founder is committed to ensuring our employees don't work more than 40 hours per week, unlike many tax firms.

No, we do not. We are happy to refer you. 

We're not a high-volume tax return factory; instead, we focus on building lasting relationships with clients who appreciate our expertise and respect our time. We are a boutique firm dedicated to providing high-quality services to our valued clients.

Yes, we research tax saving strategies and help you implement them to minimize your taxes. We also provide tax return reviews for missed opportunities and amendments. Please visit our Tax Planning page for more information here.​

Yes, we are passionate about helping aspiring and start-up entrepreneurs get on the right track. We recommend signing up for The CARE Mastermind membership program. We also offer free and affordable resources here. 

We are Certified in Xero and QuickBooks Online. We can provide educational training in a variety of accounting software. 

​

We can answer questions your bookkeeper can't because we have experience in taxes too. 

We ask you to give us a 24 hour notice for any scheduling changes. If you are unable to provide us with the appropriate notice to reschedule or cancel your appointment, you will be charged the full amount of your appointment. You will no longer be allowed to schedule appointments in our firm.

Check out our Google Reviews here. 

Enrolled Agents (EAs) are federally-licensed tax practitioners who may represent taxpayers before the IRS when it comes to collections, audits, and appeals. Read more here. 

NTPI Fellows have completed a stringent, three-level program of study that covers all facets of representing clients before the IRS. Read more here. 

Yes, we can serve clients in all 50 states. 

We mostly meet clients virtually via Zoom and exchange documents via the secure client portal. We can meet clients in person by appointment in Downtown Kent at 112 Railroad Ave S Kent, WA 98032.

Yes, you can hire us to represent you on behalf of the IRS or State in audits, collections, and appeals. We also offer an audit protection plan to clients who opt-in. To inquire about our representation services, book your complimentary phone consultation here. 

Yes, we offer stand-alone individual and estate tax preparation services to clients referred to us. 

In addition, we offer tax preparation services to our business, coaching, tax planning, and tax representation clients, as well as businesses with their own professional bookkeepers. 

​

Please visit our Tax Season Center page for more information here. 

We are not a typical tax firm as we don't charge based on forms. We offer various models, including value-based pricing, pay-as-you-go, and subscription-based plans. 

​

For our pay-as-you-go pricing model:

​

• 1:1 Coaching - pricing varies​

​

For our subscription pricing model: ​​

​

• The CARE Mastermind - view pricing here

​

• Valued-Based Packages for Single Member LLCs, PLLCs, Partnerships, S-Corps, and C-Corps 

​​

We offer catch-up and clean-up services for new representation clients.

Currently, we're not providing ongoing bookkeeping services for new clients, you can request to be added to our waiting list. However, we do offer bookkeeping coaching to help you gain DIY skills for better financial understanding.

We also provide outsourced controller services to assess whether you have a qualified professional handling your finances. If they don't meet your needs, we're more than happy to train your team or refer you to our network of professional bookkeepers who can assist you effectively.

We do not provide payroll, legal, insurance, or financial planning services. We are happy to refer you to our partners.

We do not provide ongoing payroll services, however, we can assist with payroll set-up and support. We also provide payroll audit representation services. If you are selected for an audit and you need representation, please schedule Got Tax Problems here. 

Yes, we provide 1:1 tax pro coaching, please visit our coaching services here.

​

We also offer group coaching via the Academy Program. We have low-cost resources here.