Welcome
At Isaacson Tax and Accounting, we have a unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides. Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.
Services We Offer
Income Tax Preparation – We can assist with individual and small business tax returns.
Trust & Estate Tax Preparation – From Grantor to Complex Trusts and all sizes of estates, by leveraging our expertise, you can navigate the complexities of annual trust/estate tax filings with confidence and peace of mind. Contact us to find out how we can help you.
Washington State DOR Estate Reporting – Not all Washington estates must file an estate tax return. As of 2021, only estates that have more than $2.193 million in assets need to file. We will evaluate the estate’s assets to determine if it meets the filing threshold and guide you through the reporting process to ensure accuracy and peace of mind. We will work with you to optimize all deductions and provide the best result across all Estate Tax and Income Tax filings.
706 Federal Estate and Transfer Tax Preparation – Whether the estate meets the filing threshold, or you are filing to preserve the unused exemption for surviving spouse, we can provide peace of mind by simplifying the filing process and guiding you through each step along the way.
709 Gift Tax Reporting
Tax Planning – Minimize your liability and avoid paying unnecessary taxes! Any tax question you have, we can answer in an in-depth tax planning/consulting meeting where we will review your numbers to determine the best plan for your situation.
IRS Representation – Whether conducted through correspondence or directly with a field agent, an IRS audit can be an intimidating and complex process, we are here to help.
If you’d like to know about pricing for any services, please contact our office manager at
Who We Are
Cindy Isaacson – Owner & CPA
Who better to work with than Cindy? As the owner and Certified Public Accountant of the CPA firm, she’s been serving the local Edmonds community for 26 years. She holds a Bachelor Degree in Accounting from Seattle Pacific University and has over 30 years experience in accounting and taxes. She also has a few tools in her belt including certifications in QuickBooks and ProAdvisor. When she isn’t saving the world from taxes, she spends time with family.
What are the Benefits of Choosing a Small Firm?
While large accounting firms offer their own set of advantages, working with a small CPA firm can provided one on one services, giving you our undivided attention. Isaacson Tax & Accounting prioritizes building close relationships with our clients, ensuring that their specific needs and concerns are always addressed promptly and thoroughly. You’ll always have direct access to our experienced professionals, who take the time to provide tailored solutions for you and your unique situation.
ITA is special in that we work side by side with an in-house elder law attorney, allowing us to be the preferred choice for those needing Trust & Estate tax services and a “One Stop Shop”. We are here to guide you one step at a time towards peace of mind with managing your tax happenings.
Hear what others have to say about us….
“Whenever I walk into the office of Cindy Isaacson, she and her team welcome me and make me feel more comfortable than I would expect to feel in such a busy professional office. Whether I am delivering documents for tax preparation or asking questions about the IRS rules, they take care of me promptly and graciously, and I get the sense that they are going out of their way to make my life easier. They seem to enjoy helping me, and they are personable, smart, and funny. Cindy is delightful, and she has the ability to be kind but firm when she tells me what I can and cannot do. I have every confidence in her thoroughness, competence, and efficiency. As a bonus, her husband Brian offers legal advice with the same level of competence and graciousness. I would highly recommend Isaacson Tax & Accounting Inc.”
-Maggie K
“Cindy is thoughtful and through. She never rushes you. She is patient with all your questions and knowledgeable about a very complicated process. We love her and feel reassured when our taxes are done that they are done right.”
-Alicia S
“It is with a great deal of delight that I recommend Isaacson Tax & Accounting Inc. I have been with Cindy Isaacson for almost fifteen years and found her to be outstanding in helping me with my annual Taxes.
Her commitment to the position of CPA, her caring toward clients and others has always been professional and a pleasure. She has a strong ability to identify problems and make good suggestions.
It is with pleasure that I recommend, Cindy Isaacson, Isaacson Tax & Accounting Inc. to anyone looking for a great CPA.”
-CB
“I am a long time client of the Isaacson Accounting firm. The service provided to me over the years has been outstanding. My tax returns have been professionally prepared with all aspects throughly explained in a timely and friendly manner. A rating of 5/5 is well deserved!”
-James W.
Schedule a consultation by contacting us today.
