Professional Tax Preparation. Simplified.
Nobody wakes up excited to do their taxes. So we made it easy: personal returns, business returns, bookkeeping and payroll, handled through a secure portal from anywhere in Alaska, by people who pick up the phone.
What We Do
Personal Tax Preparation
Individual tax returns, from straightforward filings to more complex situations. Sign electronically and keep your afternoon.
Business Tax Preparation
Sole proprietors, partnerships, S-Corporations and corporations, including multi-state filings. Because tax preparation and bookkeeping sit under one roof, we can fix bookkeeping problems before they hold up your return.
Payroll
Processing, payroll tax filings, employee setup and new hire reporting. On schedule, off your desk, and lined up with your return at year-end.
Bookkeeping
Books kept current all year, reconciled monthly, with statements that hold up when a bank asks. April is straightforward and July is not a mystery.
Accounting
When bookkeeping is no longer enough, Navigate Accounting Services takes it from there. Our sister firm handles accounts payable and receivable, financial reporting and fractional CFO support for established businesses.
Why us?
Two weeks is the goal
We aim to finish your return within two weeks of having everything we need. You can see exactly where it stands in the portal at any point along the way.
Open all year
We’re open year-round, not just during tax season. If the IRS sends you a letter in September, you can call us and talk to the same people who did your return.
Online or in person
Upload to the secure portal and sign electronically without leaving home. Or bring your paperwork into the office on Swanson Avenue and hand it to a person.
How it works?
Get in Touch
Fill out the form or give us a call and tell us a little about your situation. Personal or business, we will point you to the right place.
We Get You Set Up
We send you an invitation to the client portal. Set up your login, complete your engagement letter, and fill in a tax organizer built for your situation.
Upload Your Documents
Send your W-2s, 1099s, statements, or the whole shoebox. Upload them to the portal, or bring them by the office if that is easier. If we need anything else while we work, we will let you know.
We Prepare Your Return
Our team works through your information and comes back to you about anything worth a second look. Our goal is to finish returns within two weeks of having everything we need.
Review, Sign and File
When your return is ready we send your invoice. Once it is paid, your return opens in the portal for you to review and sign electronically, and we file. Have a question at that point? Just ask.
Testimonials
Experienced preparers who live here too
We have been the Valley’s tax office for years, and these days we work with individuals and businesses across the whole state, out of the same office on Swanson Avenue in Wasilla. Tara Rice, EA, founded Alaska Tax Lady and built it into the firm it is today. She is still here as our senior tax advisor. Kim Allen, an Enrolled Agent, now owns the firm, and behind her is a team of preparers and bookkeepers who each have their own specialty.
That means you get matched with someone who knows your kind of return, rather than whoever happens to be free. Every preparer completes the IRS Annual Filing Season Program, and our bookkeeping team holds QuickBooks ProAdvisor certification.