About Us

Your Tax Partner, Built Around You

We serve individuals, small businesses, and clients with cross-border needs across the full spectrum of tax preparation, planning, and compliance. From straightforward 1040s to multi-jurisdiction filings, our CPA delivers the same standard of care to every engagement — personalized, precise, and reasonably priced.

Licensed CPA

Washington State certified, enrolled to practice before the IRS.

White-Glove Service

Personalized engagement, proactive planning, year-round availability.

High-Net-Worth Focus

Tailored strategies for equity compensation, multi-state income, and wealth transfer.

Cross-Border Capable

Dual-country expertise: U.S.–China treaty, FATCA, FBAR, foreign entities.

Services

Comprehensive Tax Solutions

Whether you’re an individual filer, a business owner, or managing international obligations, our services are built around your complexity — not the other way around.

Individual Tax Preparation

File with confidence. W-2, 1099, investment income, and complex scenarios for high-net-worth individuals, self-employed professionals, and retirees.

Small Business Tax Preparation

Quarterly filings, S-Corp / LLC / partnership returns, and ongoing compliance for small and growing businesses across industries.

Tax Consulting & Advisory

Year-round tax planning, savings strategies, and compliance guidance. Proactive advice, not just March-to-April service.

Firm Overflow & Contracting

CPA firms hire us during peak season to manage overflow work. Flexible, reliable, and integrated with your existing workflow.

Expatriate Tax Services

Specialized compliance for U.S. expatriates and foreign nationals. Foreign income reporting, FEIE, treaty claims, and streamlined filings.

IRS Representation

Audit defense, collection matters, penalty abatement, and direct IRS negotiation. You don’t face the IRS alone.

Pricing

Transparent, Complexity-Based Fees

Every engagement is scoped to your situation. Below are guiding ranges — final fees are confirmed in your engagement letter.

Standard Individual Return

$500 – $1,200
  • Form 1040 with W-2 & 1099 income
  • Basic investment & interest income
  • Standard and itemized deductions

High-Income / Complex Return

$1,200 – $3,000
  • RSU & equity compensation
  • Multi-state filings
  • Rental property & capital gains
  • Schedule C and self-employment

US–China Cross-Border Filing

$2,000 – $5,000
  • Treaty positions (Form 8833)
  • Foreign Tax Credit optimization
  • Dual-status and residency analysis
  • China–US income coordination

FBAR (FinCEN 114)

$300 – $800
  • Foreign account identification
  • Aggregation & threshold analysis
  • Electronic filing

FATCA (Form 8938)

$500 – $1,500
  • Specified foreign asset reporting
  • Valuation & classification
  • Integration with 1040 Schedule B

Foreign-Owned LLC

$1,500 – $3,500
  • Form 5472 + 1120 preparation
  • Reportable transaction analysis
  • Penalty-risk assessment

Foreign Gift (Form 3520)

$800 – $2,000
  • Gift and inheritance from foreign persons
  • Threshold determination
  • Compliance documentation

Late Filing & Cleanup

$2,000 – $8,000+
  • Prior-year catch-up filings
  • Penalty abatement requests
  • IRS notice response & resolution
  • Streamlined filing procedures

Tax Planning & Advisory

$250 – $500/hr
  • Equity compensation (RSU / ISO)
  • Cross-border structure planning
  • Business entity selection
  • Package: $2,000 – $10,000

Fees vary based on complexity. An engagement letter is required before work begins. Services are provided under a formal agreement — no surprises.

Results

Real Cases, Real Savings

Every client situation is different. These examples show how we apply deep tax knowledge to real-world problems.

IRS Notice resolution
IRS Defense

IRS Notice Resolution

A client received an IRS demand after a home sale. We identified overlooked cost basis and tax exemptions, built a comprehensive argument, and resolved the issue with no additional tax due.

Amendment case
Amendments

Sales Tax Recovery

A client mistakenly included collected sales tax in gross receipts, overpaying income tax for 15 months. We conducted a full review, filed amended returns, and recovered the overpayment.

Tax planning case
Wealth Strategy

Roth Conversion & Gifting

Designed a tax-efficient strategy for retirement savings and intergenerational wealth transfer — minimizing the impact of Roth IRA conversions and optimizing gifting to family.

Business strategy case
Business Structure

Multi-Entity Optimization

A client owned multiple businesses across industries. We analyzed each entity’s tax position, recommended a holding company structure, and applied credits and deductions across the portfolio.

FAQ

Common Tax Questions

Clear answers to the questions we hear most often from clients.

Do I need to file FBAR if I have foreign bank accounts?

You may need to file FBAR (FinCEN Form 114) if the combined value of your foreign financial accounts exceeded $10,000 at any time during the calendar year. This applies to U.S. persons including green card holders and resident aliens. TaxWise LLC can review your situation and help determine your filing obligations. Penalties for non-compliance can be significant, so it is important to address this promptly.

What is Form 8938 and who needs to file it?

Form 8938 (Statement of Specified Foreign Financial Assets) is filed with your federal tax return when your foreign financial assets exceed certain thresholds. The thresholds vary by filing status and residence. This form is separate from FBAR — you may need to file both. TaxWise LLC can help determine your filing requirements and prepare both forms.

I received a CP2000 notice — what should I do?

Do not ignore it. A CP2000 notice means the IRS believes there is a discrepancy between what you reported and what third parties reported. Note the deadline on the notice. TaxWise LLC can review the notice, compare it against your records, and help you respond correctly — whether you agree or disagree with the proposed changes.

What documents are needed for a small business tax return?

Common documents include profit & loss statements, balance sheets, payroll filings (Forms 941, W-2, W-3), 1099 forms issued, prior year tax returns, asset purchase records for depreciation, and business bank/credit card statements. If your bookkeeping is not current, we can discuss options during your consultation.

Do new immigrants need to report foreign assets?

Generally, yes. Once you become a U.S. tax resident (green card holder or meeting the substantial presence test), you are generally subject to the same foreign reporting requirements as U.S. citizens. This may include FBAR, Form 8938, and reporting foreign income. Pre-immigration tax planning can help you understand your obligations before you arrive.

How much do your services cost?

Fees depend on the complexity of your tax situation. Individual tax returns generally start from $500. Business returns, foreign reporting, and IRS notice response vary based on scope. We provide a clear fee estimate after our initial consultation. Visit our Pricing section for more detail.

Can you help with an amended tax return?

Yes. We prepare amended returns (Form 1040-X and business equivalents) when you need to correct errors or omissions on a previously filed return. You generally have 3 years from the original filing date to claim a refund. We can review your situation and advise whether amending is appropriate.

How do I securely send you my tax documents?

We use a secure client portal with AES-256 encryption. Your files are encrypted on your device before upload — only we can decrypt and view them. Visit our Client Portal to upload documents securely. Please do not send SSNs or sensitive documents through regular email or chat.

Client Reviews

What Our Clients Say

We are proud of the trust our clients place in us. Here are some of their experiences.

"Tan helped me understand my FBAR and foreign income reporting obligations after I moved to the U.S. He was patient, thorough, and explained everything clearly. Highly recommend for cross-border tax situations."

— Client in Bellevue, WA

"We received a CP2000 notice and were worried. TaxWise reviewed everything, found the IRS had made an error, and drafted the response. The issue was resolved within weeks. Professional and reassuring service."

— Client in Seattle, WA

"As a small business owner, I needed someone who understood both U.S. and China tax implications. Tan provided clear, practical advice that saved me from costly mistakes. My go-to CPA from now on."

— Client in Kirkland, WA

Contact

Let’s Talk

Every engagement starts with a conversation. Reach out and we’ll discuss your tax situation — no obligation, just clarity on what’s possible.

 Email: taxwisellc.wa@gmail.com