Tax Prep & Advisory for Individuals and Small Businesses
Clear guidance, secure document handling, and a modern process that respects your time.
Secure Online Process
Clear, Proactive Support
Accuracy-First
A modern tax firm built for clarity, accuracy, and privacy.
SoundPoint Tax & Advisory supports individuals, families, and small businesses nationwide—with a strong focus on U.S. taxpayers living abroad. We keep the process simple and secure: meet virtually, confirm scope, then use a client portal for document upload and e-signatures.
You’ll always know what we need, what’s next, and where things stand.
Accurate filing, clear guidance, and a secure online process—built for busy schedules and cross-border lives.
No guessing—just a simple, secure workflow from start to finish.
Tax services tailored to your life—at home or abroad.
Whether you’re filing a straightforward return, managing self-employment income, or juggling multiple states—or you’re a U.S. taxpayer living abroad—we make the process clear, secure, and fully online from start to finish.
Who We Help
Services:
Simple, Secure Tax Prep — Start to Finish
Clear steps, secure document handling, and proactive support.
1. Book Your consultation
Choose a time that works for you. We’ll confirm fit, timing, and what you’ll upload.
2. upload & sign securely
Use the secure client portal for documents and e-signatures—no email attachments.
3. prep + review
We prepare your return and review key items together before filing.
4. E-file + next steps
We e-file and stay available for follow-up questions.
Privacy & Security Standards
Tax data is sensitive. We use a portal-first approach and clear safeguards to reduce exposure and keep your information protected from intake through delivery.
Encrypted Portal Access
Share documents through a dedicated client portal with controlled access—rather than inbox-to-inbox email.
Limited Access, By Design
Only the people who need your information to complete your return can access it. Permissions are kept tight to help protect your data.
Verification for Key Actions
When something matters—like signing or releasing documents—we use verification steps to help ensure it’s really you.
Secure Delivery & Recordkeeping
Final copies and signatures are delivered through the portal, with clear recordkeeping—so important documents don’t get lost in email threads.
Got Questions?
We’re happy to help. If you can’t find the info you’re looking for, please don’t hesitate to reach out to us!
Call us (253) 412-7829
Ready to Get Started?
Book online in under a minute. After your fit call, if we’re a match, you’ll receive a secure portal invite to upload documents and e-sign your engagement letter.
Secure, portal-first tax preparation and advisory—built for clarity, accuracy, and cross-border lives.
Call us (253) 412-7829
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Areas We Serve
Primary base: Tacoma, WA