Back to top

Services

Dollars & Sense provides a wide range of services to individuals and businesses in a variety of industries. At Dollars & Sense, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:


Tax Preparation and Management Services

At Dollars & Sense, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

These services include but are not limited to the preparation of:

  • Form 1040, Individual Income Tax Return
  • Form 1120, Corporation Income Tax Return
  • Form 1120-S, Subchapter S Income Tax Return
  • Form 1065, Partnership Income Tax Return
  • Form 990- Non-Profit Tax Return
  • Form 706- Federal Estate Tax Return
  • Form 941, Payroll Tax Return
  • Form 940, Federal Unemployment Tax Return
  • SSA W-3 & W-2
  • State of Washington Tax Returns including, B & O, L & I, Employment Security (or SUTA), Paid Family Medical Leave and Washington State Estate tax Return
  • Income Tax State Returns for our clients residing outside of Washington State

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Dollars & Sense's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as tax planning and employee benefit and profit-sharing plans.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Corporate tax planning and return preparation

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Dollars & Sense can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

Financial Projections and Forecasts

No one can predict the future perfectly, but we can all benefit from planning for it. Dollars & Sense combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.


Information Request for Services Listed Above