One package: your books, tax planning and your tax return.
Built to exactly what your business needs, whether you closed your first deal last month or you run the top team in town. Then I stay out of your way while you sell.
01
Books kept current every month
Commissions, splits, fees, mileage and receipts, kept current so nothing piles up.
02
Tax planning during the year
Planning while there is still time to act, not just in April.
03
Your tax return
Part of the package, so April doesn't bring a separate bill.
04
Washington and Idaho licenses
Licensed in Washington and Idaho? We handle the Idaho nonresident return and help you track what it needs.
Getting started
If you're behind or your books need cleanup, catching you up is part of getting started.
How pricing works
Your monthly package is built around your business: you pay for what you use, and nothing you don't.
One flat monthly fee, not hourly billing. Books, tax planning and your return are all included, so April doesn't bring a separate bill.
Quoted in writing before anything starts. You'll see exactly what's included and what it costs, and I'll walk you through it.
No surprises. If your business changes, like a new rental, a team, or switching to an S corp, we talk first and adjust the package together.
What drives the price: how many transactions you have, whether you work solo or run a team, how your business is set up, and whether you're licensed in both Washington and Idaho. The first intro call is free, and that's where you'll get your number.
We keep them current every month, so nothing piles up.
3Before year end
Planning while it counts
Tax planning while there is still time to act on it.
4Tax time
Your return
You pick the week, and everything moves through a secure client portal.
For you and your clients
And when something comes up, call me.
Someone you can hand your client to without wondering how it'll go.
A question about your own taxes.
A client asking what selling the rental will cost them.
How a 1031 works, or whether they should get a cost segregation study.
A referral you need and don't have.
Client just closed on a rental?
When someone buys their first rental or short-term rental, the tax setup in year one matters. I own a short-term rental myself, and I help investors set up their books, track the right expenses, and file correctly from the start.
How it starts
Three steps, then back to selling.
Book a free intro call
Tell me how you work. Nothing to gather, nothing to upload yet.
Get your package in writing
One flat monthly fee, quoted in writing before anything starts. No hourly billing, no surprises.
Get back to selling
Your books stay current, your taxes get planned during the year, and your return is part of the package.
Local to your market. On your side with the IRS anywhere in the country.
Books, taxes and planning built for how agents in Spokane and Coeur d'Alene actually work, including agents licensed in Washington and Idaho. For IRS problems, I can represent you anywhere in the country through seattax.com.
Who's looking out for you
Seventeen years on the other side of the table.
I spent seventeen years auditing small businesses and self-employed people as an IRS auditor, and more than a decade teaching other auditors how to do it. I know what a record has to show, and what holds up.
After college I worked in mortgage lending and fell in love with real estate. I've owned rentals, and I own a short-term rental myself, so the financial side of real estate is familiar ground.
I spent those years looking at records after the fact, when it was too late to fix them. Now I get to help you get them right the first time.
I live in Washington and I'm licensed in Idaho too. Can you help?
Yes. Washington agents who also work in Idaho file an Idaho nonresident return, and it takes some tracking during the year. We handle the return and show you exactly what to keep track of as you go.
Your books kept current every month, tax planning during the year, and your tax return, all for one flat monthly fee quoted in writing before we start. The package is built around your business, whether you're brand new or running a large team. If you're behind or your books need cleanup, catching you up is part of getting started.
Your monthly package is built around your business: you pay for what you use, and nothing you don't. It's one flat monthly fee, not hourly billing, quoted in writing before anything starts. The first intro call is free, and that's where you'll get your number.
Yes. I'll talk to your agents about the business side: what to track, what holds up, and what changes as you grow. It's practical, not a pitch, and there's no charge.
Yes. The first intro call is free, and you don't need your documents gathered or your questions figured out first. That's what the call is for. If it turns out to be a fit, you get your monthly package quoted in writing before any work starts.
Can my clients call you about selling a rental or a 1031?
Yes. When a client asks what selling the rental will cost them, how a 1031 works, or whether they should get a cost segregation study, you can call me or send them my way. I want to be someone you can hand your client to without wondering how it'll go.
