Client Services

Secure Tax Group, Inc.  offers fast and accurate return preparation with consultation, pick up of records and delivery of returns or other products and documents to your home or office according to your needs. 

Our philosophy is: We are offering you our services - why should you have to re-arrange your schedule to meet ours. Having spent a good portion of my career as an Internal Revenue field agent, I know that traveling to your home or office is, quite often, both time and cost effective and may also be more convenient for you.

We offer full service accounts setup and maintenance, focused on the needs of small business, using the latest Quickbooks software. 

We also offer personal and elder care budget and account maintenance.  Acting as a "financial organizer" we are available to handle all levels of financial care services, from bill pay and general checkbook maiintenance to document (wills, trusts, powers of attorney, healthcare directives, etc.) creation and retention services.

(Click service title for details.)

Tax and Estate Planning

Trusts, Living Trusts, Wills, Powers of Attorney

In order to serve our clients’ tax and estate planning needs we offer the following in addition to full service income tax preparation and related accounting/bookkeeping services.

 We are able to assist you with a wide range of estate planning tools and documents including: 

Living Trust Agreements and related documents

Certificates and Declarations of Trust

Assignments of personal property and Distribution forms

Wills and related documents including

Property distribution and Burial instructions

General Powers of Attorney

Health Care Directives

Real Property transfer documents:

Quit-claim and Statutory Deeds

We have a State of Washington recognized Notary Public (Cert No. 143233) on staff and provide notary services to clients free of charge.

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Tax Services

Preparation of all Federal Tax Returns

Individual returns - 1040 family including proprietorship businesses, all appropriate schedules for any tax circumstance (i.e. domestic/family issues, resident, dual status and non-resident alien returns and issues).

Partnership returns - 1065 family including K-1's and all appropriate schedules.

C Corporations - 1120 family

S Corporations - 1120S family including K-1's

Payroll accounting and Employment Tax  compilation and filing - Quarterly return forms 941 and annual forms 940.  Tax deposit and payment management.

Trust tax returns - 1041 family. 

Simple and complex trust tax returns applicable to estates and domestic or foreign trusts.

Individual state income tax returns for any state. Washington State B & O and excise tax returns.

Exempt Organization returns -  990 family including 90PF required for Private Foundations. 

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Additional Tax Related Services

Assistance with  or full preparation and filing of Applications for Recognition as an Organization Exempt from Tax including charitable organizations exempt under 501(c)(3) of the Internal Revenue Code.

IRC Section 1031 "Like-Kind" Exchange  deferrals

IRS Negotiation/Audit Support.

IRS Notice Solutions and Problem Resolution assistance.

Returns that include complex issues and IRS items of interest are documented and explained in full to reduce IRS inquiries.

All returns are prepared and math verified with the latest in computer software.

Tax research and planning to anticipate your future tax circumstances.

We encourage electronic filing of returns to simplify return submittal and tax payment and to speed refund processing. This service is generally included with return preparation.

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Accounting Services

Quickbooks - Small Business and Personal accounting

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services using the latest Quickbooks Accounting Software

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