Spend less time on taxes and more time enjoying life
Comprehensive tax services for navigating an exceptional range of challenges, changes, and opportunities.
If you invest
We assist in tax issues regarding choice of entities, real estate rental and sale, and retirement account conversion, contribution and distribution.If you receive equity
We provide tax planning for ISO exercise as well as selling the stocks (ISO, ESPP, and RSU).If you travel
We help clients stay compliant with filing requirement for multiple states, nonresidents, FBAR and FATCA.Carefully crafted leveraging a broad array of experiences
Our experiences
Principal CPA Carey received her Bachelor and Master Degree in Accounting, and developed her professional experience by first serving as a tax auditor and later working in a regional firm.Our clients
Since 2012, we have been serving the tax need in a wide variety of industries including engineering, design, gaming, counseling, education, and retail.Our Services
How it works
1. Basic Info
Let us know your tax situation and we will email you a list of information we need to prepare your tax returns.
2. Upload
Upload your tax documents and share the folder with us.
3. Authorization
We will upload the tax returns for your review. If the returns are ready to file, we will obtain your e-signed auhorization.
4. Payment
We will email you an invoice and you can make payment via our secured payment platform.
5. Confirmation
We will send you an e-file confirmation or mail tracking number for paper returns.
1. Basic Info
Let us know your tax situation and we will email you a list of information we need to prepare your tax returns.
2. Upload
Upload your tax documents and share the folder with us.
3. Authorization
We will upload the tax returns for your review. If the returns are ready to file, we will obtain your e-signed auhorization.
4. Payment
We will email you an invoice and you can make payment via our secured payment platform.
5. Confirmation
We will send you an e-file confirmation or mail tracking number for paper returns.
How clients review our service
Carey helped me file my 2020 tax return, which came during a hectic time during the pandemic. She was incredibly helpful and made the entire process as easy as I could possibly imagine at a very fair price. I plan to continue using Carey & Associates for any future tax services I may need.
Carey has been a pleasure to work with. Very responsive and thorough. Uncovered a number of things we hadn't thought of before. The whole process gave us peace of mind to know we were doing things correctly. Looking forward to working with Carey again.
A friend recommended Carey with the comment that she is especially good at handling complicated tax situation. I have had her prep my tax return for three years. She is truly knowledgable and helpful.
We have quite complicated tax situation this year. Our tax return package involves stock compensation, IP loyalty payment, relocation, property tax, mortgage interest, etc. But she is able to finish the tax preparation perfectly and get back to us with detailed explanations in just a few days.
Carey is awesome!! I had my tax return back more than I expected. Due to I left USA to my hometown, my case was a bit troublesome. Even though there was a lone delay and some issues with IRS mistakes, she still helped me to get through everything patiently till I got my tax return back.
We are from Europe and had to file our tax return here for the first time in 2019. Carey offered a high-quality service and was able to manage our case in a timely and professional manner. We not only wanted to work with her again in 2020 but also recommended her services to our international friends.
Carey is very professional and easy to work with. She has been a great tax accountant for our family for years. She is very patient, answers our questions with very clear explanations and good advice. Highly recommend .
Very knowledgeable, resourceful and helpful. Carey goes the extra mile to research every minute detail and prepare a comprehensive return. Second year I have worked with her and hope to continue in the future as well.
This is my 2nd year having Carey doing my tax. She is very responsible and efficient. I would love to recommend Carey to my friends, thank you Carey!
Carey has helped me prepare my tax since 2012. Prompt response, professional and accurate tax preparation, great service, very knowledgeable in tax law. These are all feedback I have for her. Your tax wont' go wrong with Carey.
Carey is super helpful and promptly responded all my questions. Also carefully checked the stock purchase numbers which were not initially clear in the documents I provided. The preparation is very fast (over the weekend) and the price is also very reasonable. Highly recommend them.
Carey is professional and helpful! She answered tons of questions I have about tax returns. She is incredible patient! I missed documents for 4 - 5 times, Carey kept updated my tax returns and didn't complain a single word. I highly recommend Carey to all my friends!
We have been working with Carey for years. She always does fantastic job and so quick! Highly recommended this firm.
Great service. We are deeply impressed by Carey's professionalism. She is very knowledgeable in tax return and happy to answer our questions. I highly recommend her business.