FAQs
- What is your typical process for working with a new customer?
We plan with you all year instead of meeting once at tax time. Every client gets a CPA who knows their industry, quarterly check ins, and answers within 1 business day. How we work: 1. A free discovery call to understand your business and goals. 2. Onboarding and cleanup, where we organize your books and documents through a secure client portal. 3. Ongoing strategy: monthly books, year round tax planning and a clear plan before December 31, so April holds no surprises. What makes us different: we specialize in contractors, real estate investors and interior designers, so we already know job costing, depreciation and sales tax for your industry. As a family owned firm, you work directly with David, not a rotating team.
- What types of customers have you worked with?
We specialize in construction companies and contractors, real estate investors and interior designers. We also work with small businesses of all kinds, from sole proprietors to S Corps and partnerships, across the Puget Sound and remotely nationwide.