Optimize your personal returns and secure peace of mind with tailored tax guidance.
From tech professionals in Seattle to families in Bellevue and retirees in Edmonds, individual tax situations vary widely across the greater Puget Sound region. Alisa Na CPAs & Advisors has spent over 30 years refining strategies that minimize liability while ensuring total compliance—no matter how simple or complex your financial life may be.
Common Tax Considerations
- Investment Income: If you hold stocks, mutual funds, or cryptocurrency, navigating capital gains taxes and timing is crucial.
- Real Estate Transactions: Seattle’s booming real estate market can result in significant tax implications for buyers, sellers, and landlords.
- Retirement & Estate Planning: From Roth IRA contributions to estate tax thresholds, proactive planning can secure your family’s financial future.
- Multi-State Filings: Remote work has blurred geographic lines, and some clients may owe taxes in multiple states.
Our Approach
- Personalized Assessment: We begin by reviewing your income sources, family situation, and long-term financial goals.
- Year-Round Support: A single tax return doesn’t tell the whole story. We offer ongoing guidance as your circumstances evolve—whether you change jobs, start a business, or inherit assets.
- Compliance & Representation: In the event of audits or inquiries, we stand by your side to provide documentation and clear, timely responses.
We’ve served the Edmonds, Seattle, and Bellevue communities for decades and know the tax nuances specific to Washington State. Beyond annual filings, we integrate tax strategies into financial planning, wealth management, and retirement considerations.