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First Time Zoom/Phone Meet & Greet Q&A
New client meet & greet on zoom for up to 10 minutes to learn about services offered and general price quote ranges. Standard Individual 1040 tax returns start @ $300+ & up based on time, forms, & difficulty. Client well organized and efficient would equal fee savings. Andrew Lyle Specializes in Individuals, S-Corps, Estates, Trusts, & Non-Profits
10 minutes
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New Client - Phone or ZOOM Tax Consulting
Up to 30 minute meeting to consult/tax plan. $250 Retainer Deposit fee, valid towards services for current year. Zoom meeting invite will be sent day of appointment. Please email a request for access to the secure document portal. Upload a copy of the previous years tax return to the portal and all yearly tax documents. (Few Days Prior to Meeting)
Starting at · 30 minutes
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Returning Clients: Phone or ZOOM Video Meeting
Up to a 30 minute Phone or Zoom Video meeting. Zoom invite will be sent out by the day of appointment or phone the office @ 206-783-6200 x 3. Please upload documents few days before meeting via the Secure File Pro Document Portal.
Price Varies · 30 minutes
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Returning Client @ West Seattle Office in Person Meeting
Meeting with Kurt in Person at the Pacific Tax West Seattle Office. Located upstairs in the Fauntleroy Square building suite F. Covid restrictions require face masks to be worn. If any signs of sickness please re-schedule or call.
30 minutes
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Andrew Lyle CPA
Andrew is a licensed CPA and MBA. His accounting experience include tax preparation, retail, manufacturing, not-for-profit, health care, real estate, data center fields, construction, and helping small businesses and individuals improve their tax liabilities. He also has built relationships with local attorneys and specializes in working closely with them on complicated estate tax matters. Learn more about him @ Raymondlylecpa.com
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Kurt Romischer Consultant / Owner
Kurt Romischer has been an Accountant at Pacific Tax since 2001. He specializes in personal income tax, tech RSU/ISO stock reporting, small business consulting, rental properties and tax planning.