Individual Tax Preparation Service

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With our solid knowledge of the new Tax Cuts & Jobs Act (TCJA) tax laws, we'll help you take advantage of the new tax credits and deductions to minimize your tax liability.  We can also help you develop simple strategies that will put you above and beyond the standard deduction so that you can itemize on Schedule A.

If you rented out a house/room, earned consulting income, were a partner in a partnership, or owned certain stock, we will help you claim the new QBI 20% deduction.   Beyond tax preparation, we are always available throughout the year to assist you with tax related events so that you can make the right decisions. 
  • Qualifying income deduction
  • New home purchase/sale​
  • Secondary homes
  • Traditional Rentals
  • Vacation Rentals (Airbnb, VRBO)
  • Multi-state residents/returns
  • Education expenses & credits
  • ​Stocks and securities sales
  • Stock Options, RSUs, ESPPs
  • ​401(k) and IRA withdrawals
  • Grants
  • Foreign Tax Credits​​
  • Adoptions
  • Marital changes
  • ​Medical expenses
  • Home Office
  • Virtual Cryptocurrencies
  • Relocations to/from Washington
  • Child & Dependent Care
  • Nanny tax 
  • New charity strategies​
Individual Tax Returns prepared using full IRS Form 1040 with complete schedules.

​If needed, we are authorized to fully represent you with the IRS.  If you should ever receive an audit notice, the professional representation you can find with our firm can put your mind at ease.
“CWA (Claeys Wolkens & Associates) managed to take what was, for me, an overwhelmingly complex financial mess, and sort it out.  They did so gently and compassionately, assuming the entire burden of something that had been weighing me down for years.  In short, they worked a complete miracle, and I now understand the value of having a personal accountant.  They made sense of what seemed like a foreign language, and I'll be forever grateful.”
- Chris N, Portland, WA