Meetings are by appointment only
Give us a call at (425) 483-6600
or send us an email at [email protected]
to schedule an appointment and meet with one of our CPAs nearby.
Frequently Asked Questions
What should I bring to my CPA consultation?
To make the most of your first meeting, it helps to come prepared with the right documents. At minimum, bring:
- A valid form of identification (driver’s license, passport, or Social Security card)
- Your most recent tax return (bringing the past two years is even better if it’s your first visit)
- W-2s, 1099s, or other income records
If applicable, you should also bring:
- Schedule K-1 (if you’re a partner or shareholder in a business)
- 1098 mortgage interest statement
- Brokerage or investment account statements
- IRS or state tax notices you’ve received
Every client’s situation is unique, so for a more detailed guide, check out our First Meeting Checklist.
What should I ask my new CPA?
Your first consultation is also your chance to see if a CPA is the right fit. Some helpful questions include:
- Are you available year-round, or only during tax season?
- What’s your experience working with the IRS (audits, payment plans, offers in compromise)?
- Who will be preparing and reviewing my return?
- Do you work with clients in my industry or profession?
- How do you bill for your services—flat fee, hourly, or per form?
Do CPAs only file taxes, or do they provide year-round planning?
While many people think of CPAs only during tax season, most firms (including ours) provide year-round services. This can include tax planning, business consulting, bookkeeping, retirement planning, and financial forecasting. Meeting regularly with a CPA can help you save more in taxes and avoid surprises come April.
Can I work with a CPA remotely?
Yes. Many clients now prefer virtual consultations. We can securely exchange documents online, meet via video conference, and even sign filings electronically. Of course, if you prefer face-to-face meetings, in-person consultations are also available.
What’s the difference between a CPA and a bookkeeper?
A bookkeeper records day-to-day financial transactions like income, expenses, and payroll. A CPA not only uses this information to prepare and file taxes, but also provides strategic advice, financial analysis, and compliance guidance. Think of bookkeeping as keeping your financial records straight, and a CPA as the advisor who helps you use that information to make smart decisions.
How do CPA fees usually work?
CPA firms bill in different ways; some charge a flat fee for common services like tax preparation, while others may bill hourly or based on project complexity. At your initial consultation, ask about fees up front so there are no surprises.
Do CPAs help with both personal and business taxes?
Yes. Many CPAs work with both individuals and businesses. This is especially helpful if you’re self-employed, own rental property, or have multiple income streams that overlap with your personal return.
When should I hire a CPA instead of doing my own taxes?
If your tax situation is very simple (for example, a single W-2 with no dependents), filing yourself may be sufficient. But if you have multiple income sources, own a business, invest in real estate, work across state lines, or want proactive tax planning, a CPA can often save you more than their fee by reducing your tax burden and helping you avoid costly mistakes.
Have a question we didn’t cover? Contact us and we’ll be happy to help.