PeakTaxProInc
521 Morris Street, La Conner, WA
521 Morris Street, La Conner, WA
We are experienced Master Tax Advisors certified in all 50 states. We love tax and handle personal and business tax returns as well as proactive business and tax consulting. Our specialties include: small businesses, rental real estate, real estate investors, 1031 Exchanges, crypto currency, stock options, trusts/estates and retirement scenarios.
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What do you love most about your job?
We love numbers and can make taxes fun. We enjoy working with clients year after year and get to experience their personal and business success stories.
Why should our clients choose you?
We take the stress out of doing your taxes. We are friendly and enjoy educating our clients about current and future tax saving options.
Can you provide your services online or remotely? If so, please add details.
We provide services online and remotely only. Both clients and preparers safe time since nobody has to travel. We include a personal Zoom consultation at the beginning and at the end of the tax return process. Our typical turnaround time for tax returns is one week from the time all documents are uploaded to our secure portal.
What changes have you made to keep your customers safe from Covid-19?
We switched to providing online tax preparation and consulting services. It is super efficient for clients and preparers.
Tax Preparation
Individual and business tax returns
Tax Planning
Proactive tax saving strategies to execute over a longer planning horizon
Business Consulting
Business growth and profit strategies for existing and startup businesses. It's all about time, team and money.
Retirement Tax Planning
We work with you and your financial planner on wealth accumulation, Roth conversions and ultimately tax efficient ways to spend your retirement savings. We are passionate about educating our clients about the many options related to social security benefits.
Social Security Consulting
A single consultation prior to applying for social security could save you thousands of dollars. There are hundreds of combinations of factors that could affect your benefits. The social security administration will not educate you about your options. We have the ability to run various scenarios for you and advise you which strategy is best for you.
