Tax Services Designed for Businesses & Individuals

At Trail CPA, we provide comprehensive, high-accuracy tax services that help businesses and individuals minimize tax liability, stay compliant, and make informed financial decisions. As a trusted Washington CPA firm, we combine experienced tax strategy with year-round guidance to ensure you always have a clear financial path forward.

Comprehensive Tax Services

Our tax professionals deliver full-service support, including:

  • Business tax preparation

  • Individual tax preparation

  • Nonprofit returns

  • Strategic tax planning

  • IRS representation & tax resolution services

Whether you need annual filings or ongoing tax advisory, our team ensures accuracy, efficiency, and proactive planning.

 Industries & Clients We Specialize In

Trail CPA works extensively with:

  • Small business owners

  • 1099 independent contractors & gig-economy professionals

  • Employees with stock-based compensation (RSUs, ESPP, stock options, W-2 equity compensation)

  • Real estate investors, landlords, and brokers

Our tax planning sessions empower you to reduce taxes, improve cash flow, and optimize long-term financial outcomes.

Second Opinion Tax Return Review

Think you may have missed deductions or credits?
We offer a detailed, CPA-level second opinion review of previously filed tax returns—whether done by you, a discount tax service, or another accountant. Discover missed opportunities and gain confidence in your filings.

Bookkeeping & Controller Services for Growing Businesses

Trail CPA provides reliable, scalable bookkeeping and controller services designed to support small businesses, growing companies, and organizations that need accurate financial management without hiring full-time staff.

Our Accounting & Bookkeeping Services

  • Transaction processing & bank/credit card reconciliations

  • Monthly and quarterly financial reporting

  • Cleanup & historical bookkeeping projects

  • Oversight and support for your internal accounting team

  • Accounts payable & accounts receivable management

  • Custom bookkeeping solutions tailored to your industry

Our team ensures your financial records are clean, timely, and audit-ready so you can make confident business decisions.

Controller & CFO Services for Strategic Growth

Gain the insight of an experienced CPA without the cost of a full-time executive. Trail CPA’s Controller and Fractional CFO Services provide strategic financial leadership that helps you strengthen profitability, improve systems, and scale your business.

Our CFO & Controller Expertise Includes

  • Full accounting department oversight

  • Audit preparation & compliance readiness

  • Automated dashboards and real-time financial reporting

  • In-depth financial analysis & forecasting

  • Fully outsourced back-office solutions

  • Business valuations

  • Customized financial training for owners & teams

Our CFO services ensure you’re asking the right questions, interpreting your financial data correctly, and making decisions that position your business for long-term success.