Questions agents ask about books and taxes, answered straight.

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.

The monthly package is built for agents in Spokane and Coeur d'Alene. If you're elsewhere and have an IRS problem, I can represent you anywhere in the country through seattax.com.

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. 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.

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. 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.

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.