Tax Strategy & Compliance
Stop filing. Start planning.
There's a difference between a CPA who files your taxes and one who minimizes them. We built WAFS around that difference.
A Year-Round Approach
Most business owners meet with their CPA in February or March, looking back at the previous year. By then, it's too late. The best tax strategies require action before December 31st. We engage with our clients year-round, analyzing financial data quarterly to identify optimization opportunities while there is still time to act.
Service Areas
Business Tax Planning
Entity selection, restructuring, and comprehensive planning for closely held businesses, partnerships, and S-Corps.
Individual & Family Tax
High-net-worth individual tax compliance integrated with wealth and estate planning strategies.
Real Estate Taxation
Cost segregation, 1031 exchanges, and passive loss optimization for real estate investors and developers.
State & Local Tax (SALT)
Washington State B&O tax strategy, multi-state nexus analysis, and sales tax compliance.
Corporate Transactions
Pre-sale tax structuring, buy-sell agreements, and M&A tax diligence.
Tax Credits & Incentives
R&D tax credit studies, Work Opportunity Tax Credits, and local incentives.
IRS Representation
Audit defense, penalty abatement, and dispute resolution with federal and state tax authorities.
Practice Leader
Maggie Chen
CPA, Master of Taxation
Maggie leads WAFS's tax practice and personally handles the firm's most complex engagements, drawing on her 14 years at Deloitte managing closely held business accounts.
View Full ProfileOur Engagement Process
Discovery
Deep dive into your current structure and past returns.
Assessment
Identifying missed opportunities and areas of exposure.
Strategy
Developing a customized, multi-year tax plan.
Execution
Implementation of entity changes or accounting methods.
Quarterly Review
Ongoing monitoring to adjust strategy as your business changes.
"Working with Maggie changed what I thought accounting was supposed to be. I went from dreading April to actually looking forward to our quarterly calls."
— B. Takahashi, Owner, Cascade Design Studio