Trusted CPA work
for small businesses
and families.
Twenty-five years of experience across the table. Tax, audit, advisory, and estate work, done by a CPA who actually returns your call.
Your finances deserve more than software alone.
For families and small businesses across Seattle, Magnolia CPA brings the careful, personal attention that a spreadsheet or a national chain can't. Tax filings done right. Audits and reviews handled with care. A real CPA who answers the phone when you call.
Established CPA services
Whether you're filing a personal return, running a small business, or planning your estate, we cover the work that matters with the same care we'd want for our own family.
Tax & Bookkeeping
Personal and business income tax preparation, planning, and back-tax resolution. Day-to-day bookkeeping handled in coordination with our sister firm, Bee's Bookkeeping.
- Federal and Washington filings
- Back taxes owed & IRS representation
- Year-round tax planning
Audits, Reviews & Compilations
Whether your lender, board, or regulator needs an audit, a review, or a compilation, we deliver clean reporting with documented procedures and clear conclusions.
- Financial statement audits
- Reviews & compilations
- Lender-ready reporting
Business Advisory
Business valuation, cash-flow management, bank financing, and (when necessary) bankruptcy advisory. The strategic side of small business finance, handled by someone who's seen it all.
- Business valuation
- Cash-flow management
- Financing & restructuring
Personal & Estate
Estate planning, elder care planning, and the tax considerations that come with life's biggest transitions. Done with the care of a family CPA, not a billable hour.
- Estate planning
- Elder care & family transitions
- Trust and gift tax
Plain English, careful work
No surprises. No jargon. A clear path from "we need help" to "this is handled."
Get acquainted
A no-pressure first conversation. We learn about you, your business, and what you need.
Scope & plan
We agree on the work, the timeline, and the fee — in writing — before anything starts.
Do the work
We handle the filings, the reports, the schedules — and explain anything you want to understand.
Stay in touch
One CPA, year-round. Email us with questions any time. We're not just for April.
A small firm, by design
You talk to a CPA
Not an account manager. Not a chatbot. The same person, every time you call.
Careful, documented work
Reviewed twice, signed once. We do it right the first time so you don't worry about it later.
Year-round, not just April
Tax planning works best when it's a conversation, not a March scramble. We're available all year.
Local & rooted
Based in Seattle's Magnolia neighborhood. Sister firm to Bee's Bookkeeping right next door.
Ready for peace of mind?
Let's talk. A short conversation tells us if we're the right fit for your needs.