Clean-up & catch-up
If your books are behind, we start here.
- Catch-up bookkeeping
- Prior-year clean-up
- QuickBooks setup & conversion
- Chart of accounts
- Unfiled returns
A visual map of everything we do — so you can see exactly where we fit.
Everything we do, drawn as a single journey — from recording your first transaction, to presenting financials to your board, to representing you before the IRS or the Washington Department of Revenue. One CPA. One point of contact. Start to finish.
Follow the path. Every stop is handled in-house.
The foundation: clean books, payroll, a real monthly close, and reports you can actually use.
Every filing the IRS, the state, and the city expect — plus planning so there are no April surprises.
A notice, an audit, a dispute, a lender asking questions. This is where many firms stop. We don’t.
Nothing on this path is outsourced, and nothing is sent overseas.
The recurring work that everything else depends on.
Every filing the IRS, the Department of Revenue, and the city expect — and the planning that keeps them boring.
A notice arrives. An auditor is coming. A lender wants answers. This is where many firms stop — and where we keep going.
Your attorney leads the legal matter; we serve as the accounting expert on their team. We do not provide legal services.
PricingCustom quoteThe same idea, for your personal financial life: get clear, stay compliant, plan ahead — and have a CPA in your corner if something goes wrong.
We provide the accounting and tax analysis only. Legal questions — including how property is characterized and divided — belong to your attorney, and we work closely with them.
PricingCustom quoteProbate, wills, and trust documents are legal matters handled by your attorney. We prepare the returns and the accounting they rely on.
PricingForms 1041, 706 & Washington estate tax return: Essential $1,500 · Priority $2,000 · Elite $2,500 each · final Form 1040 at Form 1040 prices · fiduciary accounting by custom quoteThe S-corp salary decision, distributions, estimated payments, and the personal return are one picture.
Many owners end up with a bookkeeper, a business tax preparer, and a personal tax preparer who never talk to each other. Here, the same CPA sees both sides.
If your question isn’t here, the 15-minute fit call is free — ask us there.
Both, under one roof. The books feed the return, and the same person is responsible for each.
As a CPA, Diana has unlimited representation rights before the IRS and represents clients in examinations, collections, and appeals. You sign a power of attorney (Form 2848); we take it from there.
B&O and excise tax filings, DOR audits, and administrative appeals. State matters are handled the same way as federal ones.
Board packets, finance committee reports, and live presentations — in person or on video — explained in plain English.
We prepare the request list, answer the auditors’ questions, and manage the audit from your side so your staff isn’t pulled away from their work.
Form 990, restricted-fund accounting, grant reporting, board reporting, and the tax filings that keep your exempt status current — alongside our for-profit work.
Clean-up is where many engagements start. We rebuild the books first, then move forward.
We bring every year current, fix what was done wrong, and work out a path back to good standing — including payment arrangements where needed.
We prepare the statement of assets and debts, analyze income and cash flow, and show the after-tax effect of any proposed division. Your attorney handles the legal side; we supply the numbers.
The final return, the estate and trust income tax returns, the federal and Washington estate tax returns, and the fiduciary accounting an executor or trustee needs. Probate itself is your attorney’s work.
It does — FBAR, FATCA, foreign income, and foreign gift and inheritance reports all have their own filings and steep penalties. We prepare them, and use the IRS’s catch-up procedures for any that were missed.
Diana is a CPA, not an attorney. In legal matters, we serve as the accounting expert working alongside your attorney.
Our practice is devoted entirely to accounting and tax. We don’t manage portfolios or advise on where to invest your money — that belongs with a licensed financial advisor. What we do is show you the tax consequences of an investment or financial decision before you make it, so you can choose with the full picture in view.
Never. Every number that touches your file is handled by Diana herself, here in Seattle.
That’s exactly what the fit call is for. Tell us where things stand — clean books or chaos, routine filing or an IRS letter on the counter — and we’ll tell you honestly what we’d do first.