Monthly bookkeeping
Every transaction categorized, every account reconciled, and a clean close each month.
Bookkeeping and tax preparation in Wenatchee
Clear books. Calm tax seasons.
We handle the bookkeeping, payroll and tax returns for Wenatchee Valley families and small businesses, so you always know where you stand.
Or call [PHONE]
- [YEARS] yearsin the valley
- [CREDENTIAL]Credentialed preparer
- Secure client portal[PORTAL NAME]
- Year roundNot just in April
For households
Your 1040, done right and off your plate.
You send the paperwork. We prepare the return, explain it in plain English before you sign, and file it. If a letter from the IRS shows up in July, you have someone to call.
- Federal Form 1040 and every schedule that goes with it
- A walkthrough of what changed from last year, before you sign
- Extensions filed when something is still missing
- Help with IRS letters all year, not just in April
What to bring
- Last year's tax return
- W-2s from every job and any 1099s
- Mortgage interest and property tax statements
- Charitable gifts and childcare costs
- Anything new you're not sure about
What it costs to start
[STARTING PRICES]
A quote comes before any work starts. The price goes up only with what is attached to the return, like a rental or a business schedule.
For business owners
Books, payroll and business returns, handled.
For the owner with a shoebox of receipts, a lender asking for financials, or payroll that keeps happening at 10pm.
01 02 Payroll processing
Payroll setup, every pay run, the filings that come with it, and year end forms.
03 Accounts payable and receivable
Bills paid on time, invoices sent and followed up, and an approval step you control.
04 Cleanup and catch up bookkeeping
Behind by months or years? Historical cleanup and financial statements a lender can use.
05 Personal tax returns (1040)
Individual 1040 returns done right, with guidance through the year, not just in April.
06 Business tax returns
Corporate and partnership returns, tax planning and compliance oversight.
How it works
Three steps from a pile of paper to a clear summary.
Book a 15 minute call
Tell us where things stand. We'll tell you what we'd do first and what it costs.
Send your documents through the secure portal
No email attachments, no shoebox drop offs. Upload from your phone in a few minutes.
We file, and you get a clear summary
Plain English: what was filed, what you owe or get back, and what to watch next.
Pricing
Starting prices, out in the open.
Most firms make you call to find out. Here's where the work starts. You get a firm quote before anything begins.
Personal returns, starting at
[STARTING PRICES]
Your federal 1040 with a plain English walkthrough before you sign.
See what's includedMonthly bookkeeping, starting at
[STARTING PRICES]
Reconciled accounts, a monthly close and reports you can read.
See what's includedCleanup projects
Quoted after a free call
Every cleanup is different. You get a fixed project quote before work starts.
See how cleanup works
Local to the valley
Both sides of the Columbia.
We work with families and businesses from Wenatchee and East Wenatchee up to Leavenworth and Chelan. Orchards, crews, shops, tasting rooms and households who would rather hand this off to someone local than mail it to a stranger.
On the calendar
The next federal deadlines that matter.
Washington excise returns run on their own schedule. More dates and forms.
- ThursdayExtended personal returns
Last day to file a 2025 Form 1040 if you filed an extension in April.
- FridayFourth quarter estimated tax
Final 2026 estimated payment for the self employed and anyone without enough withholding.
- MondayW-2s and 1099-NEC
Due to workers and to the IRS. January 31 falls on a Sunday, so the deadline moves to Monday.
- MondayPartnership and S corporation returns
Forms 1065 and 1120-S for calendar year businesses, plus K-1s to owners.
- ThursdayPersonal and C corporation returns
Form 1040, Form 1120, and the first 2027 estimated payment. Extensions available.
Questions people ask
Washington has no state income tax, so what do I actually file?
Households: Washington does not currently have an individual income tax, so most families here file only the federal Form 1040. The exception is Washington's capital gains tax on some large long term gains, like a big sale of stocks. For 2025 the first $278,000 of gains is deducted, the rate is 7 percent, and gains over $1 million carry an extra 2.9 percent. Selling your home is not part of it. The Department of Revenue also lists a new income tax on incomes over $1 million scheduled to begin January 1, 2028. It will not touch most households.
Businesses: Most businesses owe the business and occupation tax, called B&O, which is figured on gross receipts, not profit. It is reported on the excise tax return through My DOR, together with sales tax if you sell retail. The Department of Revenue assigns you a monthly, quarterly or annual schedule based on your expected income.
What should I bring for my personal return?
Last year's return, every W-2 and 1099, mortgage interest and property tax statements, records of charitable gifts, childcare costs, and anything new that you are not sure about. Upload it all through the secure portal. The full checklist is on our resources page.
How much does it cost?
It depends on what is involved. A simple 1040 costs less than one with a rental and a business schedule, and monthly bookkeeping is priced by accounts and volume. You get a quote before any work starts. See pricing for starting points.
I'm months behind on my books. Is that a problem?
It is common, and it is fixable. Cleanup and catch up bookkeeping brings the books current, then your return or your lender package is built from real numbers. Start with a free call and we will sort out what has a deadline first. More on cleanup.
How do I send you documents safely?
Through the secure client portal, [PORTAL NAME]. Please never send Social Security numbers, account numbers or tax documents by email or through the form on this site. We send you a portal link after your first call.
Do you only work during tax season?
No. Bookkeeping, payroll and advisory run all year, and if a tax letter shows up in July, you can call us in July. Planning conversations work best in the fall, before the year closes.
Get ahead of it
Hand it off before January.
A 15 minute call is enough to know what you need, what it costs and what happens first. No pressure and no paperwork on the call.
Prefer to talk now? Call [PHONE].
Book a free 15 minute call
Tell us a little about where things stand. We'll call you back within one business day to set a time.