Mountain Range

COACHING & ADVISORY

Our virtual coaching and advisory services will help identify your business and tax needs. We can help you set up your business properly, get you in compliance and provide QuickBooks, Xero, and Wave review and training. We offer the following services: 

  • Courses, Workshops & Financial Tools

  • Virtual Bookkeeping & Tax Coaching

  • Group Coaching 

  • Virtual CFO

"Lily Tran was great! She patiently listened to my complicated business situation and was prepared with answers when we got to the details.  She knows what she is doing, highly recommend!" - Trisha T. 

BOOKKEEPING

Our bookkeeping services to guide you in keeping accurate records. 

  • Set Up Chart of Accounts

  • Track Income and Expenses

  • Monthly Reconciliation

  • Financial Statement Review

  • File Your City, State and Federal Tax Returns

Our bookkeeping packages starts at $500 per month. 

"I've really enjoy working with Lily! She's been a lifesaver handling my business's bookkeeping needs, and is very thorough. She also goes above and beyond to connect me with other local businesses, networking groups, and resources. She's easy to contact, responds promptly, and answers all of my questions, regardless of how large or small. I know I'm in good hands working with her, and I would highly recommend her services to anyone needing some extra bookkeeping and tax preparation help! - Candi W. 

TAXES

We are knowledgeable and up-to-date with the latest tax laws.  We are authorized IRS e-file providers. Some of the tax services that we provide are: 

  • Tax Return Review for Opportunities for Amendment and Tax Planning 

  • Review Tax Situation

  • Business Entity Selection

  • Review Quarterly Estimated Tax Payments

  • Minimize Tax Liability

  • Provide Tax Saving Strategies

  • Provide Tax Resources

We saved our client over $57k in taxes! Here is her testimonial: 

"Lily is knowledgeable, reliable, and responsive tax advisor who goes the extra mile in researching opportunities for tax savings.  I am grateful to Lily for proactively looking out for my best interests and making a solid plan to reach my goals.  I highly recommend her!" -Karen F. 

REPRESENTATION

We have the right to represent taxpayers before the IRS and State. Representation requires expertise in the tax code as well as knowledge of the system and how it works. 

  • IRS Audit Representation

  • State Tax Audit Representation

  • IRS Payment Plan

  • Penalty Abatement

  • Offer in Compromise

  • Currently Not Collectible

  • Innocent/Injured Spouse

  • Multiple Years Non-Filed Tax Returns

  • IRS Liens

  • Levies and Wage Garnishments

We represented our client during a WA State Department of Revenue audit and saved her $40k in taxes! Here is her testimonial: 

"Lily has been a blessing! She is very thorough & knowledgeable.  We were completely bogged down & like a super hero, she swooped in & was able to bring the chaos to a place of manageability.  She is so kind & patient.  She has the ability to explain the things that I didn't quite understand in a way that made my life easier & less stressful!  I am so thankful for her & her genuine kindness." -Cyndy L.