Commencement Bay CPA

Commencement Bay CPA is a tax practice led by John Chitaley, CPA, who works mainly with real estate investors and professionals. Much of the work centers on real estate tax strategy, including 1031 exchanges, along with tax planning for stock options, restricted stock units and employee stock purchase plans. The firm also helps pre-retirees plan around Roth IRA conversions and Social Security timing, and it takes on IRS tax problem resolution.

Estate planning is a major focus, since Washington's estate tax exemption is far lower than the federal limit, and the firm works with clients' attorneys on strategies to reduce that exposure. Appointments start with a consultation, which can be scheduled through the website. The office is in University Place, and the firm serves the greater Seattle-Tacoma area, while web conferencing and secure document portals let it work with clients in other states.