Frequently Asked Questions
Absolutely, we are a 100% digital practice. We use a secure portal for info gathering & communication.
We send a detailed list of questions in a questionnaire via our secure portal. We'll review all of your info & communicate if additional items are needed based on previous history.
Don’t panic—an IRS notice can be sent for a variety of reasons. However, it's important to schedule a call right away and upload a copy of the notice.
Bookkeeping is the backbone of good financial health and compliance. Knowing your financials leads to better decision-making & forecasting.
Tax Planning
Our proactive tax planning keeps you ahead, minimizing liability and stress. We review your returns, implement strategies, and provide tailored solutions for business owners, investors, or those with complex tax needs.
Tax Preparation
We prepare individual, S Corporation, and Partnership returns, ensuring accurate reporting and secure communication via our client portal. After review, we provide a walk-through video of your return to address questions proactively.
Bookkeeping
Our bookkeeping services prepare you for tax season, ensure compliance with Washington state requirements, and provide insights for informed decisions, giving you the freedom to focus on growing your business.
Fractional CFO
We help businesses achieve their goals and improve their financial health. We can help you with financial forecasting, budgeting, and cash flow management to meet your long-term goals.
Competent, reliable and trust-worthy service is the best way to describe Opana Books. They handle seamlessly complex tax related questions and act as an advisor to clients for the future tax planning needs. Highly recommend!
Olga H - Amazon Tech Manager
It's very nice to know your tax liability ahead of time and we highly recommend utilizing tax planning for your business. David set up our books, taxes & tax planning processes, and it's nice to do all of that with one company.
Complete Construction & Remodel
David is exactly what I was looking for in a CPA. Extremely knowledgeable, considerate, and dependable. Would gladly refer friends, family, and clients.
Cole Weaver, VP