Business Details
29 Years
experience
Your Trusted Seattle Accounting Partner
Since 1997, our firm has been dedicated to delivering personalized financial guidance to individuals and businesses throughout the Seattle area. Our expertise spans tax planning and preparation, business consulting, accounting software implementation, and financial statement analysis, tailored to meet each client's unique needs. We prioritize active listening and effective communication to help clients achieve their financial goals while minimizing tax liabilities. Our commitment to leveraging technology enhances efficiency and maximizes value for clients, fostering lifelong relationships through quality work and innovative solutions.With decades of combined experience, our team includes certified professionals such as CPAs, an Enrolled Agent, and specialists with backgrounds in diverse industries. We focus on strategic entity selection, cash flow management, financial projections, and IRS representation, ensuring clients benefit from objective analysis and expert navigation of regulatory complexities. Our mission remains centered on exceeding expectations, maintaining integrity, and providing transparent, client-centric service that supports both personal and business financial success.
Services
Tax Management
IRS Representation
Financial Projections
Debt Advising
Entity Restructuring
Accounting Software Support
Cash Flow Analysis
Mergers & Acquisitions
Business Valuations
Payroll Services
Details
- Year established: 1997
Highlights and features
- We offer 25+ years of experience in accounting and tax services since 1997.
- Our team includes certified professionals with Fortune 100 and small business expertise.
- We provide tailored tax strategies to minimize liabilities and maximize savings.
- Our technology-driven approach ensures efficient, accurate financial management solutions.
- Client testimonials highlight our responsive service and deep industry knowledge.
Associations and certifications
- CPA
- Enrolled Agent (EA)
What people say
Smart, fast, honest
Dedication to client satisfaction
Proactive attitude
Sets accounting standards
Lifesaver for tax needs
Services
Tax Management Services
Our tax management services optimize financial opportunities through strategic planning and compliance with evolving tax laws. We minimize liabilities for individuals and businesses while maximizing savings. Our expertise ensures clients receive thorough research-based recommendations tailored to their specific circumstances.
IRS Representation
Professional IRS audit representation protects clients during examinations. Our experience with tax authorities ensures effective guidance through federal and state agency interactions while safeguarding financial interests during audit processes.
Financial Projections
We create customized financial projections combining industry expertise with client-specific data. Our detailed models help businesses plan for future growth, manage cash flow, and make informed strategic decisions based on realistic market analysis.
Entity Restructuring
Our entity selection services analyze tax implications and liability protection for business formations. We provide strategic restructuring advice to optimize operational efficiency and financial positioning as companies evolve through different growth stages.
Cash Flow Analysis
We implement cash flow management solutions that improve liquidity and profitability. Our analysis tracks financial patterns, creates effective budgets, and establishes forecasting systems to maintain optimal business financial health.
People
Derek Morse
CPA, MBA
Certified Public Accountant with 20+ years experience in tax preparation and business consulting. Former Fortune 100 accountant and small business owner specializing in strategic financial solutions.
David Liatos
CPA
Founder with 30+ years in accounting, specializing in tax strategy and business advisory. Former Greenwood-Phinney Chamber of Commerce president offering practical industry insights to local businesses.
Shanti Fitch
Enrolled Agent
IRS-certified tax professional focusing on individual and small business returns. Holds advanced credentials from Special Enrollment Examination with expertise in tax representation matters.
Sarah Edwards
Office Manager
Operations specialist managing day-to-day firm activities with focus on client service coordination and administrative efficiency for seamless accounting service delivery.
Questions
What accounting services does CPA Seattle offer?
We provide tax planning, IRS representation, financial projections, entity restructuring, and business consulting tailored to individual and corporate needs.
Do you specialize in small business accounting?
Yes, we focus on small business tax preparation, payroll services, and financial strategy with personalized support since 1997.
Can you help with IRS audit representation?
Our team has extensive experience providing professional IRS audit representation to protect your interests during examinations.
What makes CPA Seattle different from other firms?
We combine certified expertise, technology-driven efficiency, and client-focused service with decades of local business knowledge.
Do you offer QuickBooks support?
Yes, we provide QuickBooks accounting help including software implementation, training, and ongoing technical support.
