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First Time Zoom/Phone Meet & Greet Q&A after OCT 15th

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

Meet & Greet 10min Complementary · 10 minutes

New Client In-Person @ Office Meeting

In Person Meeting for fully vaccinated clients. Meet on 2nd floor of the Waterfront Building @ 6417 Fauntleroy Way SW, Suite F.

$250 Consulting / Retainer Deposit · 30 minutes

After October 15th New Client - Phone or ZOOM Tax Consulting

Up to 30 minute meeting to consult/tax plan after October 15th. $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 @ $250 Consulting / Retainer Deposit · 30 minutes

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

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

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

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.