Testimonials

“We partnered with Mike this year to help with a few unique QuickBooks entries, strategy across multiple businesses and tax prep. I was so impressed with Mike's ability to help in all of these areas, that I moved all of our accounting work to him. He is a great resource for small business owners. He is knowledgeable about recent tax changes and was able to answer a ton of questions I had about my short-term rental property. Mike's working style is collaborative, friendly and direct. He is great at explaining things if you have questions and need help understanding an accounting concept or law. I highly recommend!”

Business Accounting & Tax Preparation

“We recently added a member to our family, so we were curious about potential dependent credits and deductions to our taxes. Thank goodness we set up time to talk to them! We learned a lot about potential tax strategies and options to build savings for our child (529, custodial accounts). The planning session also helped us revisit our retirement savings options — Roth vs pretax 401K and benefit selections. We learned so much and they made it easy to understand!!!”

Tax Planning & Financial Planning

“A close friend referred us after we couldn't find a CPA, and I'm so glad they did! Working with Mike was easy from the initial meeting through filing. He was very good about keeping us informed during the process, following up with us when he needed more information, and getting back to us when he said he would. When it came time to review, Mike answered all of our questions. It was very easy to get in contact with Mike, and for longer meetings, he used video conferencing well if we couldn't attend in person. We'll definitely be back next year!”

Individual Tax Preparation

“After multiple years of having to call TurboTax support for limited, at best, guidance on reporting things like WA Paid Family Leave, we decided to use an accountant and are so glad we did! Not only was Mike responsive to our questions, he greatly simplified for us the documents he needed. He filed our return before tax day AND we got notified that it was accepted and our refund will be deposited within 2 weeks of submission. We are continuing to work with OATS for quarterly tax estimation (it's a thing! Who knew!) and are so glad we have found a tax service we trust to partner with for years to come. 14/10 would recommend.”

Individual Tax Preparation

“First time using a tax preparer and will never go back. Made the process seamless, easy and painless. Mike kept me informed and in the loop every step of the way. Will definitely be using OATS in the future!”

Individual Tax Preparation