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TAX SERVICES
SC tax services

To avoid the unexpected, we approach your taxes proactively, identifying key opportunities that minimize your present and future tax liabilities. By building long-term relationships and getting to know your full financial picture, we provide you with peace of mind. Relax: we’ve got this.

Surprises are for birthdays, not for taxes

Surprises can be fun, but not when it comes to your finances. To avoid the unexpected, we stay up-to-date on new tax laws and legislation, and communicate regularly with you throughout the year—not just in preparation for deadlines. We offer a wide range of tax services for closely held companies and high net worth individuals in the Pacific Northwest and beyond.

+-Business Tax Compliance and Planning

  • Income tax return preparation
  • Short-term and long-term tax planning
  • Entity selection
  • Business structure changes
  • Buying and selling a business
  • Business succession planning
  • Section 199A – Qualified Business Income Deduction
  • Real estate investment tax compliance and planning
  • Cost segregation for real estate to maximize depreciation deductions
  • Equity compensation and stock option planning
  • State and local tax filings
  • IRS representation
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+-High Net Worth Individual Tax Compliance and Planning

  • Income tax return preparation
  • Short-term and long-term tax planning
  • Real estate investment tax compliance and planning
  • Charitable gift planning
  • Estate and gift planning
  • Equity compensation and stock option planning
  • State & local tax filings
  • IRS representation
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+-State and Local Taxes (SALT) and Multistate Taxes

  • Multistate and local taxation
  • Sales and use tax
  • Nexus determinations
  • Voluntary disclosure and tax amnesties
  • Representation at state tax audits
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+-International Consulting and Compliance

  • Business entity selection
  • Tax planning, structure, and due diligence related to mergers, acquisitions, or sale of business transactions
  • Worldwide tax optimization strategies
  • Research the tax attributes of potential overseas and domestic locations
  • Tax incentives for exporters
  • Transfer pricing studies and documentation
  • Repatriate profit strategies
  • Foreign investment in U.S. real property
  • Withholding tax planning
  • Report foreign operations and investments
  • Executive services for inpatriates and expatriates
  • Pre-immigration tax planning for individuals (entering or leaving the U.S.)
  • Estate planning for non-U.S. Citizens
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Meet Our Tax Services Team

Meet Ginger

Ginger is a Senior Tax Manager who enjoys home improvement, volleyball, and hiking.

Meet Kristina

Kristina is a Senior Manager and is married to another accountant.

Meet Darren

Darren is a Tax Manager.

Let's get in touch

425.629.1990
Puget Sound Business Journal Award Accounting Today 2023 Best Firms to Work For WSPCA Best Firm Award Accounting Today 2023 Best Firms For Women

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"SC has handled our tax returns for over 20 years. We are consistently satisfied. When we have asked about other personal financial concerns, we receive timely, professional advice.”
— Tax Client

"The SC team took the time to listen to my needs, learn about my businesses, and consistently deliver as promised. They even identified, on their own, additional tax savings without my requesting a review of our tax payments.”
— Tax Client

"Every person I’ve worked with at Sweeney Conrad has been very helpful with my questions – and has helped my 5500 audits go smoothly. I would recommend them to any company. Thank you!”
— Audit Client

"Sweeney Conrad has done a great job of managing my very complicated tax work. It has been a real load off of my mind. They work seamlessly with my financial advisors too.”
— Tax Client

"I worked with Sweeney at my former employer for 8 years or so. In my new position – at a new company – I missed their expertise…so I brought them with me!”
— Tax Client