Seattle CPA Services
Elite CPA Support for Seattle’s Tech Workforce, Executives, Investors & Business Owners
Seattle is one of the most advanced financial ecosystems in America — driven by tech giants, aerospace, healthcare, professional services, remote work globalization, real estate investors, and a booming multi-state workforce.
High-income earners, executives, startup founders, engineers, and investors require sophisticated CPA oversight far beyond standard filing.
Most Seattle CPA clients manage:
● W-2 income (Amazon, Microsoft, Boeing, healthcare, finance, engineering)
● 1099 contractor or consulting income
● Multi-state exposure (WA, CA, OR, TX + remote states)
● Rental properties (Queen Anne, Capitol Hill, Ballard, Bellevue, Fremont)
● RSUs, ISOs, ESPPs & advanced equity compensation
● K-1 income from private funds, syndications & partnerships
● LLC + S-Corp ownership
● Multi-entity investments
● Pension + Social Security + IRA income
● Short-term rentals (Airbnb/VRBO)
Our Seattle CPAs deliver precision, clarity, and long-term financial structure for complex, high-income financial lives.
Why Seattle Residents Choose Our CPA Firm
● Licensed CPAs & EAs with 40+ years combined experience
● Specialists in tech, engineering, aerospace, medical & corporate compensation
● Multi-state filing expertise for WA–CA–OR–TX relocators
● Rental depreciation, STR strategy & K-1 optimization
● RSU and equity compensation reporting accuracy
● Full-service bookkeeping + multi-year cleanup
● IRS notices, audits & complex case resolution
● Transparent flat-rate CPA pricing
● Year-round financial oversight & planning
Your CPA must understand Seattle’s equity-heavy, multi-state, multi-stream financial realities — ours do.
CPA Services for Individuals in Seattle
We support tech professionals, executives, engineers, investors, remote workers, and high-income families with full-spectrum CPA services.
Individual CPA services include:
● Federal & multi-state filing (WA compliant, CA/OR/TX optimized)
● Multi-state W-2/1099 corrections & residency allocation
● RSU/ISO/ESPP reporting & stock compensation accuracy
● Rental property accounting + depreciation schedules
● K-1 reconciliation for partnership/fund income
● Pension, IRA & SSA income planning
● Investment & capital gains reporting
● IRS audits, notices & amended returns
● Estimated tax planning & quarterly strategy
We ensure absolute accuracy and optimized tax outcomes.
CPA Services for Seattle Business Owners
Seattle’s business landscape includes tech startups, engineering companies, marketing agencies, medical practices, consulting firms, logistics operators, construction companies, real estate investors, and creative studios.
Business CPA services include:
● S-Corp, LLC, C-Corp & partnership filings
● Monthly bookkeeping + cleanup
● Payroll setup, support & compliance
● Multi-entity bookkeeping (business + real estate + investments)
● Depreciation & fixed asset management
● Quarterly projections + CFO-level forecasting
● Audit-ready financial statements
● Multi-state business filing support
We help Seattle business owners maintain clean, scalable, compliant financial systems.
What Sets Our Seattle CPAs Apart
Seattle residents often deal with some of the most complex financial lives in the country, due to:
● Amazon/Microsoft/Boeing equity packages
● High-frequency job movement & relocation
● Multi-state tax issues with CA/OR/TX
● Real estate + STR investments
● Private equity + syndication income
● Multi-LLC structuring for business & rental portfolios
● Blended W-2 + 1099 income
● Capital gains complexity
● High-income retirement planning
We don’t just file — we rebuild, refine, optimize, and elevate your entire financial foundation.
Areas We Serve Across Seattle & The Puget Sound Region
Seattle
Bellevue
Redmond
Kirkland
Ballard
Fremont
Capitol Hill
Queen Anne
South Lake Union
Shoreline
Renton
Tacoma
Issaquah
Wherever you live across Seattle and the Eastside, our CPA team supports your complete financial life.
What Seattle Clients Say About Our CPAs
Real Client Case Study — Seattle, WA
Client: S. Choi — Principal Engineer + Multi-Entity Investor
Financial Mix: W-2 + RSUs + rentals + multiple K-1s + international investments
Problem:
Equity compensation complexity, multi-state issues, foreign investments, and rental depreciation errors.
What We Did:
● Corrected WA/CA multi-state allocation
● Cleaned multi-year RSU basis & vesting reporting
● Rebuilt rental depreciation schedules
● Reorganized multi-LLC bookkeeping
● Cleaned K-1s, fund reports & investment statements
Result:
$37,900 in annual tax savings.
Model Your Taxes by State- Before You File
LLC vs S-Corp Tax Calculator
Self-Employment tax Calculator
Small Business Tax Calculator
Not TurboTax. Not H&R Block. A Real Strategy.
Software files your taxes. We engineer your tax strategy. There’s a difference — and it’s worth thousands.
We Find What They Miss
TurboTax asks questions. H&R Block fills out forms. Our MERNA™-certified strategists dig into your income, entity structure, and lifestyle to uncover deductions most CPAs overlook — legally saving clients $15K–$150K+ per year.
Strategy, Not Just Filing
Filing your return is the last step. We start months earlier — restructuring entities, layering write-offs, and building a tax plan that works year-round. By the time we file, you’ve already won.
A Real Strategist in Your Corner
No chatbots. No call centers. You get a dedicated, MERNA™-certified tax strategist who knows your situation, answers your questions, and fights for every dollar — every year.
Work With a Seattle CPA Firm That Understands Multi-Source, Multi-State, Equity-Heavy Financial Lives
We offer a free CPA consultation for Seattle residents.
We’ll analyze your books, rentals, equity, investments, multi-state exposure, and entity structure to uncover immediate tax-saving opportunities.
Book a Free Strategy Call and Meet Your Match.
Professional, Licensed, and Vetted MERNA™ Certified Tax Strategists Who Will Save You Money.
FAQ — TAX PREPARATION IN SEATTLE CPA
As a Ballard small business owner, what are the key differences between Seattle's Business & Occupation (B&O) tax and Washington State's B&O tax, and are there any specific deductions I should be aware of?
Seattle’s B&O tax is levied on gross receipts and applies in addition to the Washington State B&O tax. While both are B&O taxes, Seattle’s rates vary by business activity (e.g., retailing is 0.000413, services are 0.000826), and it has different small business deductions. You may be eligible for Seattle’s small business tax credit if your taxable B&O income is below certain thresholds, and specific deductions exist for certain activities like wholesale trade or manufacturing, which differ from state-level exemptions.
I'm a tech professional working in South Lake Union for a company headquartered in California, but I reside in Queen Anne. How does Washington's lack of state income tax impact my federal tax liability, and what are the implications for state-specific deductions like the capital gains tax?
While Washington has no state income tax, your federal tax liability remains unchanged based on your gross income. However, the absence of state income tax means you cannot deduct state income taxes paid on your federal Schedule A (itemized deductions). Regarding Washington’s new capital gains tax (7% on gains exceeding $250,000 for individuals), as a Queen Anne resident, you are subject to this if your capital gains meet the threshold, even if your employer is out-of-state, as it’s based on residency and the sale of certain assets.
As a real estate investor with properties in Capitol Hill and West Seattle, what are the specific Washington State excise tax implications for property sales, and are there any exemptions or deferrals I should know about, especially for 1031 exchanges?
Washington State levies a real estate excise tax (REET) on the sale of real property, with rates varying by county and sale price. For King County, the rates are progressive, starting at 1.1% for sales up to $500,000 and reaching 3% for sales over $3 million. While 1031 exchanges (like-kind exchanges) can defer federal capital gains tax, they do *not* exempt you from Washington State REET, which is due at the time of transfer unless a specific statutory exemption applies, such as a transfer to a revocable living trust.
My small e-commerce business, based out of Fremont, sells goods to customers nationwide. What are my sales tax nexus obligations for Washington State, and how do economic nexus rules apply if I don't have a physical presence outside of Seattle?
For Washington State, sales tax nexus is established if your gross retail sales into the state exceed $100,000 or you have 200 or more separate transactions in the current or prior calendar year, even without a physical presence (economic nexus). As a Fremont-based business, you automatically have physical nexus in Washington. For sales to other states, you’ll need to monitor their individual economic nexus thresholds, as each state has its own specific dollar and/or transaction count requirements for remote sellers.
I'm a freelance graphic designer operating out of a co-working space in Pioneer Square. What are the specific local business license requirements for Seattle, beyond the state's general business license, and are there any unique write-offs for creative professionals in a co-working environment?
In addition to your Washington State UBI (Unified Business Identifier), you’ll need a Seattle business license. The city’s license fee varies based on projected gross receipts. For creative professionals in a co-working space, you can often deduct a portion of your co-working membership fees, specific software subscriptions (e.g., Adobe Creative Cloud), professional development courses, and even a portion of your personal internet/utility costs if you also work from a home office, provided these expenses are ordinary and necessary for your business.
My startup, headquartered near Gas Works Park, recently received a significant angel investment. Are there any specific Washington State tax incentives or credits for startups or investors that we should be aware of, particularly regarding Qualified Small Business Stock (QSBS) or research and development (R&D) credits?
While Washington State doesn’t have a direct state-level QSBS exclusion like the federal Section 1202, investors in Washington-based QSBS can still benefit from the federal exclusion on capital gains if the stock meets the holding period and other IRS criteria. For startups, Washington does offer a B&O tax credit for certain R&D expenditures. This credit can offset up to $50,000 of your B&O tax liability annually, and it’s crucial to correctly classify qualified research activities under RCW 82.04.4328 to maximize this benefit.