Business Details
Expert Tax & Accounting Services in Seattle, WA
Aldaris CPA Group is a Seattle-based accounting and tax advisory firm dedicated to simplifying complex financial matters for individuals and businesses. Founded on the principle that tax professionals should be proactive partners year-round, we combine deep technical expertise with personalized service to optimize tax strategies, resolve IRS issues, and provide clarity in financial decision-making. Our team of certified professionals leverages cutting-edge technology and decades of combined experience to deliver tailored solutions in tax preparation, audit representation, crypto taxation, and small business accounting.We prioritize transparency, responsiveness, and ethical practices, ensuring clients receive actionable insights that align with their unique goals. With a focus on long-term partnerships, we empower clients to navigate evolving tax landscapes with confidence while minimizing liabilities and maximizing growth opportunities.
Services
Tax Preparation
Tax Planning
IRS Audit Representation
Crypto Tax Advisory
Small Business Bookkeeping
Corporate Entity Structure Planning
Real Estate CPA
Highlights and features
- We take a proactive approach to tax strategy to save you more.
- Our IRS audit defense provides expert representation with tax authorities.
- We deliver custom on-site or remote bookkeeping services that fit your needs.
- Our cryptocurrency tax advice navigates complex and evolving regulations.
- Quarterly tax reviews keep you on track and make tax season easier.
What people say
Fantastic
Thorough, responsive
Knowledgeable professionals
Crypto expertise
Tax savings
Services
Tax Preparation
Our tax preparation services ensure accurate and compliant filings for individuals and businesses. We conduct comprehensive reviews to identify deductions, resolve potential IRS issues, and optimize returns while maintaining meticulous attention to detail. Our team stays current with evolving tax laws to guarantee compliance and maximize refunds. Clients receive personalized guidance throughout the process, transforming complex requirements into straightforward, stress-free experiences.
Tax Planning
Proactive tax planning helps clients anticipate liabilities and implement year-round strategies. We analyze income, deductions, and credits to forecast obligations, while developing customized plans to minimize payments and mitigate audit risks. Our approach includes retirement planning, cash flow management, and adapting strategies to life changes or regulatory updates, ensuring long-term financial efficiency.
IRS Audit Representation
IRS audit services provide expert guidance during tax controversies. We handle communication with authorities, investigate case specifics, and develop resolution strategies tailored to each client's situation. Our team works to reduce penalties, negotiate abatements, and ensure proper documentation while alleviating client stress through transparent, supportive representation throughout the audit process.
Crypto Tax Advisory
Specialized cryptocurrency tax services address digital asset reporting complexities. We assist with transaction tracking, cost basis analysis, and Schedule D filings while staying updated on evolving regulations. Our team provides audit support, loss harvesting strategies, and compliance guidance to ensure accurate reporting of crypto investments and blockchain-related income.
Bookkeeping Services
Small business bookkeeping solutions maintain accurate financial records to support informed decision-making. We implement streamlined systems for income/expense tracking, payroll management, and financial reporting. Our services prevent disorganization-related costs, ensure tax readiness, and provide real-time insights into business performance through customized, technology-driven processes.
People
Edwin del Carpio
Managing Director
Edwin del Carpio is a licensed CPA with expertise in tax strategy, crypto taxation, and small business accounting. He founded Aldaris CPA Group to provide personalized financial guidance, combining technical knowledge with client-focused service. His background includes corporate roles and tech industry experience.
Ruth Ortega
Senior Tax Accountant
Ruth Ortega is a CPA and Enrolled Agent specializing in tax compliance and audit resolution. With prior experience in inventory management auditing, she brings precision to complex tax issues. She focuses on continuous education to maintain cutting-edge expertise in evolving tax regulations.
Questions
How long should I retain financial records?
Keep financial records for at least three years as the IRS typically has three years to examine them.
How do I check my tax return status?
Visit IRS.gov/refunds and click 'Check My Refund Status' to verify your return status online.
What documents should I bring to a tax consultation?
Bring at least two years of tax returns for individuals or three years of returns and financial statements for businesses.
Do sole proprietors need a CPA?
Sole proprietors overwhelmed by tax requirements or lacking bookkeeping systems would benefit from professional accounting assistance.
How often should I consult my accountant?
Individuals should meet at least annually, while corporations should consult twice yearly for optimal tax planning.
What pricing models do you use?
We employ a hybrid of fixed fees and value-based billing to match service complexity with client needs.
