Blog

Benefits of Year-End Tax Planning Meeting

Scheduling a year-end tax planning meeting presents a fantastic opportunity to strategize and optimize your finances, ensuring that you make the most of available tax-saving opportunities or at a minimum, understand your tax liability for the upcoming season. Here are reasons why scheduling this meeting is highly beneficial: Tax savings

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How Long to Keep Your Records

File cabinet filling up and you’re wondering which documents can be fed into the shredder? Here’s a simple guide from our Seattle CPAs on how long to hold on to the most common financial records. Tax returns Tax returns should be kept for a minimum of 3 years but a

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Speak to Your CPA before Settling Your Divorce

Divorces are difficult – and expensive! Don’t make yours even more costly by making your settlement final before consulting the Accountability Services tax team. Once you sign, it’s too late We often hear clients lament an extra-large tax bill that could have been easily avoided with simple changes in their

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Tax Filing Options Following the Death of a Spouse

Losing a spouse is one of the most difficult experiences you can go through in life. Along with the grief, pain and uncertainty, recent widows/widowers must also manage legal and financial matters, including complex decisions regarding taxes. The tax team at Accountability Services offers our condolences and this simple guide

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