OUR TAX & BOOKKEEPING SERVICES
At WinStone Books & Tax, We believe professional service should come with honesty and clarity.
Our pricing is simple, transparent, and based on the time and care needed for your unique situation — no hidden fees or surprise add-ons.
You’ll always know what to expect before we begin.
-
Individual & Small Business Tax Preparation
Accurate, stress-free filing — done right the first time.
Federal & state returns for individuals, families, and small businesses
Maximize deductions and credits to lower your tax bill
E-filing with clear answers and timely support
Rush filing available (2-day turnaround +$30)
-
Monthly Bookkeeping Services
Maintain clear, accurate records so you can stay on top of your finances with ease.
Monthly QuickBooks setup, management, and categorization of transactions
Bank and credit card reconciliation completed every month—no gaps, no guessing, and total accuracy you can trust
Financial statements delivered within 2 weeks of month-end
Unlimited support for bookkeeping questions throughout the year
All transactions carefully reviewed, corrected, and properly recorded
-
Additional Services
One-stop bilingual support for your financial and document needs.
Tax Planning & Advisory: year-round strategy and guidance
Notary Public: professional notarization for personal and business documents
Certified Translation (English ↔ Vietnamese): accurate, official translations accepted by government and schools
Identifying opportunities for deductions and credits before filing
Clear, actionable advice tailored to your unique goals
💼 Tax Services
Flat rate; final fee may vary by complexity.
Essential W-2 Return (Simple) - starting at $150
Up to 2 W-2s, standard deduction, e-file, refund / balance summary.
Ideal for individuals or couples with straightforward income.
Standard Return (W-2 + 1099-INT/DIV + dependents or credits) - starting at $180
W-2s plus up to 3 investment forms or common credits (Child Tax,
Earned Income, Education).
Enhanced Return (W-2 + HSA, Stocks, or multiple credits) - $220+
W-2s plus investment income, HSA, or multiple dependents; includes Form 8867 due diligence.
Self-Employed - $250+
Schedule C with 1099 reporting
Small business & freelancers
Add-Ons
Amended Return – $150
Rush Service (2-day filing) – +$30
Tax Planning / Advisory – $120/hr
💡 All packages include secure cloud storage, document sharing, and email support. Custom plans available upon request.
OUR PRICING
📚 Bookkeeping Packages
Monthly pricing; customized to your needs.
Monthly Bookkeeping - starting at $150
Transaction categorization, account reconciliation, and monthly reports
Quarterly Review - $200–$350/quarter
Quarterly reconciliation and financial summaries for tax prep
Year-End Clean-Up - $400+ (based on complexity)
Review and organize books for tax filing
💡 Customized quotes available after a free consultation.
🖋️ Notary Public Services
Professional notarization for personal and business documents, available in-office or mobile by appointment.
Authorized Washington State Notary Public proudly serving Everett and surrounding areas.
🌐 Certified Translation Services (English ↔ Vietnamese)
Accurate, certified translations for official use — including USCIS, school, and government documents.
Each translation includes a signed Certificate of Accuracy and is available with notarization upon request