Find trusted wildfire recovery resources for Spokane-area residents, including financial assistance, tax guidance, insurance information, banking relief programs, air quality resources, and more, all in one place.

People rarely outgrow DIY tax preparation because the return itself becomes too difficult. More often, it's because life becomes more complex. As careers progress, businesses grow, investments expand, and families enter new stages of life, financial decisions naturally become more interconnected. What once felt like a straightforward tax return gradually becomes a series of decisions that influence one another, and that's usually when the conversation begins to shift from compliance to strategy.

Trump Accounts are now available as a new way to save for a child's future, but deciding whether to open one shouldn't be the starting point. The more important consideration is what you want the money to accomplish. Defining the goal first, whether it's funding education, building long-term wealth, or creating future flexibility, makes it much easier to determine if a Trump Account is the right fit.

Beginning in 2027, certain Washington employers that do not currently offer a qualified retirement plan to employees will be required to either participate in the Washington Saves program or implement another qualifying retirement option. While Washington Saves is technically a retirement plan compliance change, for many employers it also creates broader conversations around tax strategy, employee benefits, payroll administration, and business growth.

Most people think tax planning happens during tax season. In reality, the most effective planning usually happens long before filing deadlines arrive, when there’s still time to evaluate options thoughtfully, model different scenarios, and make adjustments while flexibility still exists. 

March is Women’s History Month, a time to reflect on how far women have come in leadership, ownership, and financial independence. In this generation, the conversation is no longer about access. Women are founding companies, leading organizations, earning equity, and building meaningful wealth. The question now is not whether you belong at the table. It is whether your financial life is structured with the same level of strategy and intention as the career or business you have worked so hard to build.

As a business grows and priorities shift, the books slowly fall out of sync. Transactions get categorized “well enough,” reconciliations get postponed, and financial reports become something you glance at instead of rely on. It’s not because anyone is careless. It’s because running a growing business leaves little room for financial maintenance.

Watching a championship game isn’t just about the final score. What stands out most is how calm and controlled everything feels, even in the moments where the stakes are highest. Players know what they’re responsible for, the plan is clear, and when adjustments need to happen, they do so without panic or chaos.

We see this every year. Smart, capable business owners who are juggling a lot and doing their best to keep things moving forward. The business is growing, priorities are shifting, and bookkeeping often becomes something that’s “good enough for now.” Then tax season arrives, the pressure ramps up, and those small gaps in the books quietly turn into bigger, more stressful tax issues. The reassuring part? These situations are incredibly common—and fixable. With the right systems, and the right support, most tax headaches can be avoided long before a return is ever filed.

Running a business asks a lot of you. Some days it’s strategy and vision. Other days it’s putting out fires, making payroll, or trying to remember where the latest version of the budget lives. And then there’s the accounting, the part that’s essential but often the easiest to push to the bottom of the list. That’s where managed accounting services can make a meaningful difference. 

The One Big Beautiful Bill Act (OBBBA) brings several upcoming changes to how charitable gifts are treated for tax purposes. Since most of those rules begin in 2026, there’s still time to use the current laws to your advantage. The right timing could make a meaningful difference in both your giving and your tax picture. 

Starting September 30, 2025, the IRS will stop accepting or issuing paper checks for nearly all payments including refunds, estimates, and trust filings. If you or your business still relies on mailing payments or receiving checks, it’s time to switch to electronic options. This post breaks down who’s affected, what to do next, and how we can help you stay ahead of the change.

The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, introduces a range of changes that impact employers particularly around payroll, benefits, and tax reporting. We’ve reviewed the legislation and highlighted what you need to know as an employer.

The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, is packed with changes that affect how businesses report income, manage expenses, and plan for growth. From deductions and depreciation to reporting thresholds and clean energy incentives, this legislation goes far beyond research and development.

The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, includes a range of tax changes aimed at working individuals, families, retirees, and anyone earning variable income like overtime, tips, or gambling winnings. Many of these provisions start in 2025, with additional updates coming in 2026.

Washington’s 2025–2027 state budget introduces significant tax changes, including a higher capital gains rate, expanded sales tax on services, and increases to B&O and property taxes. Find out what’s changing, when it takes effect, and how to prepare.

Most people think of HSAs as a place to pay for medical bills, but they’re so much more than that. If you qualify, a Health Savings Account can reduce your taxes, grow tax-free, and fund future healthcare expenses, all while working as part of your long-term financial plan.

Charitable giving can be a powerful tool for both making an impact and optimizing your financial strategy—but the way you give matters. Whether you’re considering a private foundation, a donor-advised fund, a charitable trust, or donating appreciated stock, each option offers unique benefits. The key is finding the right fit for your goals, your tax strategy, and your long-term legacy. Let’s break down your options and help you make the most of your giving.

Your tax withholding isn’t just about your paycheck—it’s a key part of your financial strategy. Withholding too much? You’re giving the IRS an interest-free loan. Too little? You could face an unexpected tax bill. Learn how to optimize your withholding to keep more of your money working for you all year long.

Every year, taxpayers leave money on the table by missing out on deductions and credits they qualify for. From charitable donations to business tax breaks, knowing what’s available can mean big savings. In this Deep Dive, we highlight the most overlooked tax-saving opportunities—so you can maximize your return and minimize surprises.