How We Work With Seattle Clients
Every Seattle engagement runs fully remote. Document exchange, video consultations, and return delivery happen through a secure client portal. This fits the distributed-team culture that Seattle tech professionals already operate in. My office at 222 S Prospect Ave, Park Ridge, IL 60068 is available by appointment, but most Seattle clients work entirely remotely.
- Structured kickoff to map visa status, equity compensation, and cross-border accounts
- Document checklist tailored to RSU/ISO reporting, FBAR thresholds, and Canadian treaty positions
- Full-return preparation covering federal, Washington (no state income tax), and all international forms
- Direct advisor access with no hand-off to junior staff
- Year-round support for quarterly estimates, equity-event planning, and notice response
Case study callout: A Seattle-based H-1B worker at a major tech company had RSUs vesting across two countries, a foreign retirement account, and bank accounts in India. I prepared the individual return with proper equity sourcing, FBAR, Form 8938, treaty analysis, and foreign tax credit optimization in one coordinated engagement.