We serve individuals, small businesses, and clients with cross-border needs across the full spectrum of tax preparation, planning, and compliance. From straightforward 1040s to multi-jurisdiction filings, our CPA delivers the same standard of care to every engagement — personalized, precise, and reasonably priced.
Washington State certified, enrolled to practice before the IRS.
Personalized engagement, proactive planning, year-round availability.
Tailored strategies for equity compensation, multi-state income, and wealth transfer.
Dual-country expertise: U.S.–China treaty, FATCA, FBAR, foreign entities.
From personal and business returns to ITIN applications and year-round advice, find the right service, explore helpful resources, and understand your fees before we begin.
Federal and state income tax returns for employees, investors, retirees, and self-employed professionals, with clear guidance tailored to your situation.
Accurate business returns and ongoing tax compliance for sole proprietors, LLCs, partnerships, S-Corporations, and C-Corporations.
Keep your original passport — no mailing it to the IRS.
Form W-7 application and renewal support with Certified Acceptance Agent (CAA) authentication of eligible identity documents.
Your original passport must still be reviewed for authentication. Additional documents may be required for dependents; documents a CAA cannot authenticate may need to be sent to the IRS.
IRS resource: ITIN document requirementsProactive, year-round planning for individuals and business owners. Review estimated taxes, retirement contributions, equity compensation, and the timing of income and deductions before decisions are made.
Resource: Tax law updates & planning considerationsPractical guidance for starting and growing your business: entity selection, owner compensation, cash-flow planning, and recordkeeping workflows. Turn financial questions into informed next steps.
Resource: Business formation tax checklistCross-border support for U.S. expatriates and foreign nationals. Foreign income, FEIE, treaty claims, FBAR, FATCA, foreign gifts, and streamlined filings, coordinated with your U.S. return.
Resource: FBAR vs. Form 8938Help with IRS and state notices, audit response, collection matters, and penalty abatement. We review your notice, explain your options, and coordinate the next steps.
Resource: Responding to a CP2000 noticeSeasonal overflow and contract tax preparation for CPA firms. Flexible, reliable support that fits your workflow, with scope and fees agreed before work begins.
Browse the tax resource libraryTell us about your situation. We will help identify the right service and confirm the scope and fees before work begins.
Every engagement is scoped to your situation. Below are guiding ranges — final fees are confirmed in your engagement letter.
Fees vary based on complexity. An engagement letter is required before work begins. Services are provided under a formal agreement — no surprises.
Find a situation that resembles yours. Explore the records we would review, potential deliverables, and limits to discuss before engaging a CPA.
Illustrative examples only These are not individual client stories, and no tax savings, refunds, or agency outcomes are promised.
A homeowner receives a CP2000 proposing changes after a property sale and is unsure whether the IRS has the complete records.
An online seller's 1099-K totals, platform payouts, collected sales tax, and refunds do not reconcile with the business books.
A household is considering a retirement-account conversion or family gifts and wants to understand the trade-offs before acting.
A founder is forming an LLC or managing multiple entities and needs clarity on ownership, owner compensation, and the filing workload.
A U.S. tax resident has overseas income, bank accounts, or business interests and is unsure which U.S. filings may apply.
An applicant who cannot obtain an SSN needs to review ITIN eligibility or renewal requirements and protect their original identity documents.
Describe the issue, tax years, and deadlines. We first consider whether the matter fits our services.
The proposed work, requested records, and fees are confirmed in an engagement letter before work begins.
Use the secure client portal for requested sensitive records, not ordinary email or chat.
Start with a conversation about your facts and priorities. We can discuss an appropriate scope without promising a particular tax result.
Examples provide general information only, not individualized tax or legal advice. Tax treatment depends on the applicable tax year, facts, records, eligibility, and agency review. Actual services and deliverables depend on the agreed engagement.
Clear answers to the questions we hear most often from clients.
You may need to file FBAR (FinCEN Form 114) if the combined value of your foreign financial accounts exceeded $10,000 at any time during the calendar year. This applies to U.S. persons including green card holders and resident aliens. TaxWise LLC can review your situation and help determine your filing obligations. Penalties for non-compliance can be significant, so it is important to address this promptly.
Form 8938 (Statement of Specified Foreign Financial Assets) is filed with your federal tax return when your foreign financial assets exceed certain thresholds. The thresholds vary by filing status and residence. This form is separate from FBAR — you may need to file both. TaxWise LLC can help determine your filing requirements and prepare both forms.
Do not ignore it. A CP2000 notice means the IRS believes there is a discrepancy between what you reported and what third parties reported. Note the deadline on the notice. TaxWise LLC can review the notice, compare it against your records, and help you respond correctly — whether you agree or disagree with the proposed changes.
Common documents include profit & loss statements, balance sheets, payroll filings (Forms 941, W-2, W-3), 1099 forms issued, prior year tax returns, asset purchase records for depreciation, and business bank/credit card statements. If your bookkeeping is not current, we can discuss options during your consultation.
Generally, yes. Once you become a U.S. tax resident (green card holder or meeting the substantial presence test), you are generally subject to the same foreign reporting requirements as U.S. citizens. This may include FBAR, Form 8938, and reporting foreign income. Pre-immigration tax planning can help you understand your obligations before you arrive.
Fees depend on the complexity of your tax situation. Individual tax returns generally start from $500. Business returns, foreign reporting, and IRS notice response vary based on scope. We provide a clear fee estimate after our initial consultation. Visit our Pricing section for more detail.
Yes. We prepare amended returns (Form 1040-X and business equivalents) when you need to correct errors or omissions on a previously filed return. You generally have 3 years from the original filing date to claim a refund. We can review your situation and advise whether amending is appropriate.
We use a secure client portal with AES-256 encryption. Your files are encrypted on your device before upload — only we can decrypt and view them. Visit our Client Portal to upload documents securely. Please do not send SSNs or sensitive documents through regular email or chat.
We are proud of the trust our clients place in us. Here are some of their experiences.
"Tan helped me understand my FBAR and foreign income reporting obligations after I moved to the U.S. She was patient, thorough, and explained everything clearly. Highly recommend for cross-border tax situations."
"We received a CP2000 notice and were worried. TaxWise reviewed everything, found the IRS had made an error, and drafted the response. The issue was resolved within weeks. Professional and reassuring service."
"As a small business owner, I needed someone who understood both U.S. and China tax implications. Tan provided clear, practical advice that saved me from costly mistakes. My go-to CPA from now on."
Every engagement starts with a conversation. Reach out and we’ll discuss your tax situation — no obligation, just clarity on what’s possible.