Welcome! We look forward to working with you. Following are a few forms that will help us get started.
Please fax these completed forms to (206) 937-7416. To protect your information, do not scan and email forms (unless you can do so securely by password protecting your files).
Current & Returning Clients
Authorization to charge – if you would like your fees charged on a credit or debit card, please fax this completed form to (206) 937-7416. To protect your information, do not scan and email this form (unless you can do so securely by password protecting your files).
Tax Organizers are created for current clients based on the previous tax year. Please contact us for a customized tax organizer.
If you are starting a new business in Washington State and not sure which business structure is right for you, you may want to visit this page that provides definitions and considerations for the different business structures available.
We also recommend that new business owners watch this video. Sonsored by the Washington State departments of Revenue, Labor & Industries, and Employment Security, the video was created to help new businesses understand their tax reporting responsibilities.
Ways to pay the IRS
IRS Direct Pay - Individuals may use this secure service to pay personal tax bills or estimated tax payments directly from your checking or savings account at no cost to you.
Looking for a bookkeeper? Click here for a list of some of the bookkeepers we work with.
Internal Revenue Service
Washington State Department of Revenue
Washington State Department of Labor and Industries
Washington State Employment Security
Washington State Department of Licensing
We are always looking for ways to make our processes easier and more convenient for you. If there is a form or additional information you would like added to our website please let us know.