Home / Services
Packages built around how your business actually runs
Every package is quoted as one fixed fee after a 30-minute fit call. Pick the closest match; we adjust the scope to fit.
For contractors
Contractor Monthly
Books, job costing and Washington compliance for crews that bid real work.
- Monthly bookkeeping and reconciliations
- Job costing by project
- WA excise returns (sales tax & B&O)
- Reseller permit and L&I quarterly support
- 1099-NEC and payroll filings
- Business and owner returns
- Quarterly tax check-in
For investors
Rental Portfolio Review
A one-time look at your properties, then ongoing books if you want them.
- Depreciation review of every property
- Cost segregation screen
- Entity and title structure review
- Flip vs. hold treatment
- Written action list
- Optional monthly property-level books
For carriers
Trucking Compliance
The recurring filings that come with running trucks.
- IFTA quarterly returns
- Form 2290 heavy-vehicle use tax
- WA public utility tax returns
- Per diem and equipment depreciation
- Monthly or quarterly bookkeeping
- Business and owner returns
For new owners
New Business Setup
A fixed-fee package to start year one clean.
- Entity and registration review
- WA business license and reseller permit check
- Excise filing frequency set up
- Chart of accounts and bookkeeping setup
- Payroll and L&I readiness
- S-election analysis and timing
For individuals
Tax Prep & Planning
Returns and a planning session for owners, investors and high earners.
- Individual return preparation
- Schedule C, E and K-1 income
- Estimated tax plan
- Year-end planning session
- Retirement and entity options reviewed
For anyone behind
Cleanup & Catch-up
When books or filings have fallen behind.
- Reconstruct and reconcile past months
- Catch up missed excise returns
- Prepare late or amended returns
- Written plan to stay current
How pricing works
One fee, agreed upfront
We price by scope, not by the hour: monthly transaction volume, number of entities and properties, payroll, and how current the books are. You get the full number in writing before anything starts.
What we don't do
Audits, reviews and compilations
Those require a licensed CPA firm. If a lender, bonding company or investor asks for one, we will prepare your books so the handoff is simple and refer you to a firm that does that work.
Find out in 30 minutes whether we are a fit.
A short call to understand your situation and scope the work. You leave with a clear next step and, if it makes sense, a fixed quote.