Complete Services
IRS & Tax Planning
Payroll & Bookkeeping
Businesses Planning
- Personal taxes and planning – Form 1040
- Business taxes and planning – Form 1065, 1120, 1120S
- Estate and Trusts – Form 1041 and Washington Estate tax returns
- Audits – Department of Revenue, Labor & Industries, Employment Security, Insurance, and IRS
Businesses Planning
Payroll & Bookkeeping
Businesses Planning
- LLC structure, preparation of agreements, certificate of formation, licensing, etc.
- New business formations – assisting you with a methodical plan of action to fulfill your dream or goal of being your own boss and running a successful business.
Payroll & Bookkeeping
Payroll & Bookkeeping
Payroll & Bookkeeping
- Bookkeeping – Quickbooks Desktop or Quickbooks Online as well as conversions and training, clean-up, and other issues as needed
- Payroll services – payroll, new hire reporting, quarterly and annual tax filings, etc.
- Payroll and Department of Revenue tax filings as well as licensing renewals, etc.
Our Team
Carrie Simmons, MBA
Carrie has been in the profession for over 30 years. She began her accounting experience in non-profit, moved to government accounting and then into public accounting. She holds a Masters of Business Administration in accounting and finance and is working toward higher certifications. She took over as managing member when she joined as a member in the firm in 2020.
Carrie has extended experience in personal, business, trust, estate, Washington estate, and all Washington state business and payroll taxes. She has done numerous Department of Revenue and payroll audits. She enjoys the challenges that face many of our clients and finding the best solution for the taxpayer.
Crystal
Crystal came to us a little over a year ago. She is a supermom after hours with her four children and our payroll/bookkeeping clerk by day. Crystal is learning more and more each day. She is the one who will send you reminders about due dates and offer assistance with LLC or license renewals. She is our girl Friday so she can assist with payments, get you copies of returns or be the perfect person to ask a question as she will find you the answer.
Tracy
Tracy just moved from Florida after spending 35 years in the veterinary industry with her love for animals. She has many years of experience with payroll, QuickBooks, staffing, office management, and human resources. She comes to Washington with her daughter and a few pets and wants to spend quality time with them and enjoy hiking and camping (maybe glamping). She brings with her experience and hopes to assist our clients and our firm with her important human resources and management skills.
We are a locally women owned business!
Elevating Empowerment
At our core, we are a women-owned business that takes immense pride in not only the products and services we offer but also in the positive impact we make on our community. We believe in fostering growth, empowerment, and inclusivity. As a reflection of our commitment to these values, we are honored to announce our sponsorship of the "Washington Center for Women in Business." This organization shares our passion for promoting women's entrepreneurship, leadership, and economic independence. We invite you to explore the valuable resources they provide at wcwb.org, as we stand together in driving meaningful change and opportunities for women in business.
Tax Help is here!
Keep more of your hard-earned money! Call us for tax planning to help maximize deductions and minimizing your tax liability!