Small businesses
$250K–$25M revenue. Restaurants, retail, professional services, light manufacturing, healthcare practices. We take the financial back-office off the owner's desk.
- Monthly close packets
- Sales & payroll tax
- Owner compensation planning
Certified Public Accountants · Est. 2004
Quiet, exacting work on the numbers your business runs on.
We are a Pacific Northwest CPA firm for owners who would rather get a clear answer than another estimate. Tax, books, payroll, planning, handled by people who pick up the phone.
- In practice since
- 2004
- Clients served
- 620+
- States licensed
- OR · WA · ID
A small firm, deliberately. Senior accountants on every engagement, no handoffs to a junior pool.
- Tax preparation & planning
- Monthly bookkeeping
- Payroll administration
- Financial & estate planning
- IRS representation
What we do
Four practice areas. One team across all of them.
Most of our clients work with us on more than one of these. The advantage is coordination, your tax planner knows what your bookkeeper is seeing, and your payroll runs in the same ledger.
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01
Tax Preparation & Planning
Federal, state, and multi-state returns for individuals, S-corps, partnerships, and trusts. Quarterly planning sessions so April is not a surprise.
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02
Bookkeeping
Monthly close, reconciliations, and clean financials you can hand to a lender. QuickBooks Online, Xero, or whatever you already use.
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03
Payroll Services
Multi-state payroll with all the filings and notices handled for you. We deal with the state agencies so you do not have to learn their portals.
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04
Financial Planning
Cash flow models, entity structure, retirement contributions, and succession planning for owners and high-net-worth households.
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A different kind of CPA relationship
“You should not have to translate your accountant. We answer the question you actually asked.”
Daniel Mitchell, CPA · Founding Partner
Who we work with
Three kinds of clients. The same standard of care.
If your situation is in one of these columns, we have built a process for it. If it is not, ask us anyway, we will tell you honestly whether we are the right firm.
Independent contractors
Freelancers, 1099 consultants, sole proprietors, and single-member LLCs. We help you keep more of what you earn without crossing a line you should not cross.
- Schedule C optimization
- Quarterly estimates
- S-corp election analysis
High-net-worth individuals
Households with complex investment, equity comp, real estate, or multi-state exposure. Coordinated planning across tax, estate, and entity work.
- RSU & ISO planning
- Trust & gift returns
- Charitable structuring
What clients say
Two decades of careful work, in their words.
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“We switched after twelve years with another firm. The first thing Mitchell did was find a $34,000 overpayment from a prior year. That paid for the entire relationship before we even filed.”
Karen H. Owner, Willamette Print Co. · client since 2019 -
“I run a consultancy across four states. Daniel walked me through an S-corp election that has saved me roughly $11,000 a year in self-employment tax. He drew it on a napkin first.”
Marcus T. Independent consultant · client since 2021 -
“They handle our payroll, books, and personal returns. One call, one inbox. The hand-offs that used to drop things between three providers just do not happen anymore.”
Priya R. Co-founder, Cascade Dental Group · client since 2017
Start a conversation
A 30-minute call tells us both whether we are a fit.
No sales pitch, no obligation. Bring a recent return or a set of books and we will tell you what we see.