Returns filed
640+
Business and personal returns last season, each one checked by a second preparer before you sign.
Bookkeeping and tax for Olympia small businesses
Clear books and calm tax seasons.
We reconcile your books every month, run payroll and prepare your business and personal returns, so April is just another month.
We went from a shoebox and two spreadsheets to books that are done by the 10th. April is boring now, in the best way.
- Enrolled Agent on staff
- IRS authorized e-file provider
- E&O insured
- In Olympia since 2008
- Open year-round
Small numbers add up.
Most owners don't lose money to one big mistake. They lose it to a missed receipt, a late deposit, a deduction nobody asked about.
Books closed
98%
Of monthly clients get their books closed by the 10th, while last month still matters.
Client stay
11yrs
The average client has been with us for over 11 years. Most came by referral.
We keep your books, run your payroll and file your taxes, so the numbers are never a surprise.
Bank feed Reconciled
Transactions matched214 / 214
September booksClosed Oct 9
Books
Next payroll Approved
8 employees$14,860
Form 941, Q3Filed
Payroll
2025 return Ready to sign
Deductions found$6,240
E-fileAccepted
Taxes
How we help
Monthly books and yearly taxes, under one roof.
One team keeps your books all year, so the person who prepares your return already knows your business.
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Monthly bookkeeping
Bank feeds reconciled, receipts matched and a plain-English report by the 10th of every month.
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Tax preparation
Business and personal returns, prepared by one person and checked line by line by a second.
Payroll that runs on time
Direct deposit, withholding and every quarterly filing, done for teams of 1 to 50.
- Runs weekly, every two weeks or monthly
- Form 941 and WA L&I reports filed for you
- W-2s and 1099s out every January
Sales and B&O tax, filed for you
Washington's excise returns are easy to get wrong. We file them monthly or quarterly, before the penalties start.
- Sales tax tracked by location code
- B&O income classified the right way
- A reminder before every due date
Client reviews
Owners who stopped dreading tax season
"We used to find out how the year went in April. Now I get a clean report by the 10th of every month, and Marit actually explains it."
Ines R.Owner, Westside bakery · Sample review
"They took over payroll mid-year without a single missed deposit. My crew didn't notice the switch, which is exactly the point."
Dario M.Owner, Mill Street bike shop · Sample review
"Marit found $6,240 my old preparer missed, then amended two prior years. Calm, careful, and someone always picks up the phone."
Walt K.Retired contractor · Sample review
How it works
Three steps, then you're set for the year
Marit Halvorsen, EA, opened the office in 2008. Today a team of five looks after about 300 businesses and families from Fourth Avenue.
Client results
What a clean set of books is worth
Owners hire us to save time. Most find money too. Sample results; every business is different.
$4,800Missed deductions found for a salon owner
41 hrsA month back for a general contractor
$0In late fees for a florist since 2021
Monthly close3 daysTo close the month for our clients, down from 14 on their own
Software
We work in the software you already use
- QuickBooks Online
- Xero
- Gusto
- Square
- Shopify
- Stripe
- Bill.com
- Expensify
- Excel
- ADP
- Wave
- FreshBooks
- Dext
- Hubdoc
- Toast
- Clover
- Google Sheets
Deadlines
Upcoming deadlines, with time to spare
Clients get a reminder two weeks ahead of each one. Here's what's coming up this fall and winter.
Next deadline · in 11 days
Oct 15
Extended 2025 personal returns are due
Filed an extension in April? Your return and any balance are due October 15. Send what you have this week and we'll handle the rest.
Send your documents-
Q3 payroll and L&I reports
Form 941 and the Washington L&I quarterly report. Due in 27 days.
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Fourth-quarter estimated tax
The last 1040-ES payment for 2026. We send you the amount and a pay-by date.
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W-2s and 1099-NECs go out
Every worker gets a form, and copies go to the IRS and the state.
FAQ
Common questions, straight answers
Something not covered here? Call or text and a person answers, usually the same day.
Call the officeWhat does monthly bookkeeping cost?
Most small businesses pay $350-650 a month, based on transactions and accounts. You get a flat quote after a free 20-minute call, and it doesn't change mid-year.
Do you work with my software?
Yes. We work in QuickBooks Online and Xero, and connect to Gusto, Square, Shopify and most banks. If you're on spreadsheets, we'll move you over at no charge.
Can you fix past years?
Yes. We catch up books going back several years and file late or amended returns. It's more common than you'd think, and nobody here will judge.
What if the IRS sends me a letter?
Send us a photo of it. As an Enrolled Agent, Marit can speak to the IRS for you, and letter and audit help is included for returns we prepare.
Do I have to come in?
No. Most clients upload documents and sign from their phone. The office on Fourth Avenue is open if you'd rather sit down with us.
Less paperwork. No surprises in April.
Book a free 20-minute call. We'll look at where your books are and quote a flat monthly fee.
- Free 20-minute call
- Enrolled Agent · E&O insured