- Call Us: 360-777-4440
- Email us: info@exceleratetaxadvisory.com
Clear, Reliable Tax Guidance from a Trusted CPA
Excelerate Tax Advisory provides professional tax preparation, tax planning, and advisory services for individuals and businesses. Our approach is built on clarity, compliance, and long-term thinking — not last-minute filing.
Clients may meet with us in person at our Bellingham office or work with us virtually using our secure document upload system.
Bellingham, WA 98226
Phone: 360-777-4440
File Your Taxes Your Way
Phone Appointment
Speak with a CPA-level tax professional from anywhere. Upload documents securely through our encrypted portal and review your return by phone.
In-Person Appointment
Meet face-to-face with a tax professional at our local office. Ideal for clients who prefer hands-on, personal guidance.
How It Works
File Your Taxes in 3 Simple Steps — Secure, Accurate, CPA-Reviewed
Book Your Appointment
In-person or virtual — choose what works for you.
Serving local and statewide clients
Get our ServicesUpload Your Documents
Snap and upload your W-2s, 1099s, and receipts using our secure mobile app.
CPA Prepares & Files Your Return
A licensed CPA with 20+ years of experience prepares your return and reviews it with you before filing.
No obligation • Secure • CPA-led
Taxes Aren't Seasonal — Neither Are We
Most tax preparers disappear after April. We don't.
We support clients all year with:
- Tax planning and optimization
- Business income and expense strategy
- Investment and real estate tax considerations
- Cross-border tax guidance
- IRS notices and questions
- Proactive planning to reduce next year's taxes
Smart tax outcomes are built throughout the year — not just at filing time.
Why Clients Choose Excelerate Over Big Tax Chains & Software
| Feature | Excelerate | Big Tax Chains & Software |
|---|---|---|
| CPA-prepared or CPA-reviewed returns | ||
| Strategy review included | ||
| Phone or in-person appointments | ||
| Year-round availability | ||
| Secure client portal | ||
| Cross-border expertise | ||
| Advisory services beyond tax filing |
We're not a seasonal tax shop or DIY software — we're a long-term tax and financial partner.
More Than Just Tax Preparation
CFO Advisory
Strategic financial guidance and planning for your business growth.
Bookkeeping
Accurate and timely financial record keeping for your business.
Payroll
Comprehensive payroll services to keep your team paid and compliant.
Cross-Border Tax (U.S.–Canada)
Expert guidance for U.S.–Canada tax situations and compliance.
What Clients Say About Working With Us
5-star experiences from local and virtual clients who trust our CPA team for accurate, stress-free filing.
Professional, transparent, and extremely easy to work with. Best tax experience I've had.
I filed virtually from Everett — the process was seamless and fast.
CPA expertise without the big-firm hassle with personalized service.
Frequently Asked Questions
Straight answers from our CPA team serving Washington State clients in-person and virtually.
Yes — we offer in-person appointments for Blaine, Birch Bay, Ferndale, Lynden, and Bellingham.