We are delighted that you have decided to have us assist you with your tax and accounting needs.  Please call our office at (360) 779-5606 or (206) 842-3408 to discuss your specific needs, or to schedule an appointment for our first meeting.

We ask that our tax clients complete a tax organizer booklet each year in advance of our annual tax preparation interview / meeting.  In this way clients are able to organize souce documents and information to make our preparation of your tax returns as efficient and cost effective as possible.  As a new client we ask that you print and complete one of four versions of our organizer booklet based upon your individual needs. Please select the organizer below that best suits your particular situation.   If you do not have a self-employed business, are not involved in farming, or do not have rental properties or interest in partnerships or S corporations, then you will most likely find the Individual Tax Organizer to meet all of your needs. If last years' tax returns were prepared by another professional tax preparer who sent to you a tax organizer booklet for this year, it will be most efficient for you to instead complete that booklet with this years' data, and bring it to your interview with us. 

Individual Tax Organizer

Business Tax Organizer

Farm & Ranch Tax Organizer

Landlord & Investor Tax Organizer

Please bring your completed organizer, along with W-2's, 1099's, a copy of last years' tax return and other source documents and materials to your scheduled tax interview. 

Please give us a shout if you have questions.