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FAQs
Frequently Asked Questions
Explore our comprehensive accounting and professional services designed to meet your business and personal needs.
We offer tax preparation & planning, bookkeeping, payroll, notary services, accounting software implementation, audits, reviews & compilations, business consulting, business entity selection, and insurance solutions (life, health, long-term care, and annuities).
Q: Are you licensed and credentialed?
Yes. I am an Enrolled Agent (EA), CPA Candidate, Advanced QuickBooks ProAdvisor, Washington State Notary Public, and licensed Life & Disability Insurance Producer.
Yes — most services are available remotely, serving clients nationwide.
Book a consultation through our website or contact us directly. We’ll assess your needs and guide you forward.
W-2s, 1099s, business income/expense records, bank statements, investment statements, prior tax returns, and deduction receipts.
Yes — individuals, freelancers, LLCs, S-Corps, and small businesses.
We minimize tax liability through timing strategies, deductions, credits, retirement planning, and entity optimization.
QuickBooks Online and Desktop (primary), plus Xero and major platforms.
Prior tax returns, bank statements, credit card statements, and formation documents.
Yes — flexible packages based on your business needs.
Yes — we specialize in catch-up and clean-up bookkeeping.
Yes — payroll processing, tax withholdings, quarterly filings, W-2s, and 1099s.
Yes — from solo owners to multi-employee companies.
We support major payroll platforms and help you choose the best one.
Affidavits, powers of attorney, real estate documents, business agreements, and loan signings.
Yes — a valid government-issued ID is required.
Yes — depending on location and document requirements.
Term, whole life, universal life, and final-expense policies.
We perform a needs-analysis based on your family, goals, and budget.
It covers in-home care, assisted living, and nursing facility care.
An annuity is an insurance contract that provides steady retirement income.
We evaluate your industry, reporting needs, and workflow.
Yes — we handle migration, clean-up, and setup.
Yes — onboarding and team training included.
Audit = highest assurance
Review = limited assurance
Compilation = basic financial statements
Yes — both.
We provide a full document checklist.
Cash flow, profitability, operations, budgeting, taxes, and growth.
Both — choose your tempo.
LLC, S-Corp, C-Corp, or partnership — based on tax and liability goals.
Yes — registration, EIN, and state filings.
Yes — we guide restructuring and compliance transitions