Strategic Tax Planning for Individuals & Businesses
Tax time shouldn’t be the only time you think about taxes. At Northwest Accounting Group, we help individuals and small businesses plan ahead, reduce tax liabilities, and avoid costly surprises—all year long.
Based in Shelton, WA, we serve clients across Washington State and nationwide with personalized, CPA-led tax advisory.
Individual Tax Planning Services
Our tax planning services for individuals are designed to align with your personal financial goals. Whether you’re a high earner, self-employed, or managing complex income streams, we help you:
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Minimize your overall tax burden legally and proactively
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Strategize around retirement contributions and withdrawals
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Optimize timing for capital gains and losses
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Plan for major life events (marriage, inheritance, real estate)
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Manage estimated taxes and multi-state filing situations
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Navigate income from stock options, RSUs, crypto, or 1099 work
Business Tax Planning Services
We help business owners get ahead of their tax obligations with smart, customized strategies. If you own an LLC, S-Corp, or sole proprietorship, we’ll help you:
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Plan for quarterly tax payments
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Maximize deductions and allowable business expenses
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Choose the right entity structure for tax efficiency
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Integrate payroll and owner compensation strategies
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Align bookkeeping and tax records for clean year-end filings
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Stay compliant while keeping more of what you earn