Personal returns
1040 with all schedules - W-2 income, self-employment (Schedule C), rentals (Schedule E), investments (Schedule D), itemized deductions (Schedule A), and the rest.
It's tax time
Plan ahead. File confidently.
Tax season runs better when it starts in January, not March. Here's how Magnolia CPA handles personal and business returns, what to bring, and how to get the most out of working with a CPA - not a software package.
How tax season works here
A predictable, year-round rhythm.
The actions you can take before December 31 are different from what you can do after. That's why the year starts with planning, not paperwork.
- Dec
Planning
Late-year planning conversations - retirement contributions, charitable giving, capital gains decisions, entity-level moves.
- Jan
Organizing
January-February: we send you an organizer. You collect W-2s, 1099s, K-1s, mortgage interest, charitable receipts, and the other annual documents. We chase what's missing.
- Mar
Preparing
We prepare the returns. Anything that needs your input we bundle into a single conversation rather than a stream of emails.
- Apr
Review & file
We walk you through the return - what changed from last year, what to expect next year, anything we'd suggest doing differently. Then file.
What we file
Personal & business returns.
Small business returns
Partnership (1065), S-corp (1120-S), C-corp (1120), and LLC filings as required. Coordination with your year-end bookkeeping (often through our sister firm Bee's Bookkeeping).
Trust & estate returns
1041 returns for trusts and estates, including coordination with your attorney during life-event transitions.
If something's wrong
Late, behind, or already in trouble?
Plenty of clients come to us mid-year because something went sideways. It's almost always fixable.
See all tax services →Years of unfiled returns
We work through them methodically and bring you current. Voluntary compliance carries far less risk than waiting for the IRS to come find you.
Back taxes owed
Installment plans, Offers in Compromise, and innocent-spouse relief depending on the situation. We evaluate honestly which path applies.
IRS audit or notice
We can represent you with the IRS so you don't have to deal with them directly. Same for state notices.
Liens, levies, garnishment
If the IRS has taken collection action, there are procedural responses. We know them.
Let's talk
Get ahead
of tax season.
The earlier we talk, the more options we have. Schedule a consultation to get started.
Call(206) 777-5715
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Visit3214 W McGraw St, Suite 312
Seattle, WA 98199
Seattle, WA 98199
HoursMon-Fri, 9am-5pm PT
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