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Personal Accountant

A personal accountant for your taxes — not just for tax season.

Software can fill in a form. A personal accountant is someone who knows your return, remembers what changed last year, and is licensed and accountable for getting it right. IMAAR Associates CPA, PLLC works with individuals and families across the United States, remotely, starting at $80.

Washington State Licensed CPA. Verify our license →

  • Washington State Licensed CPA Verify →
  • Encrypted client portal & secure document handling
  • Remote-first — work with us from anywhere in the U.S.

Who it's for

A personal accountant makes the most sense once your taxes have more than one moving part.

One W-2 and the standard deduction rarely needs a CPA. These situations usually do:

  • Self-employed individuals and freelancers juggling 1099 income, quarterly estimates, and deductible expenses
  • Anyone with investment income — dividends, capital gains, or a brokerage account that got more complicated this year
  • People going through a life change — marriage, a home sale, a new dependent, or a first year of retirement income
  • Individuals who outgrew do-it-yourself software and want a second, accountable set of eyes on the return
  • Anyone who wants the same accountant year after year, instead of a different preparer every tax season

Need an ITIN specifically? Start with For Individuals & Families instead — same practice, same CAA credential.

Ready for a personal accountant who remembers your history?

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Why a CPA, not just a filer

What changes when a licensed CPA does your personal taxes.

Tax software is built to ask you questions and calculate what you answer. It doesn't know what it didn't ask, and it has no license to lose if the answer is wrong. A seasonal tax-prep storefront is a step up, but the person behind the counter often isn't a CPA and often isn't there next April.

A Washington State Licensed CPA is accountable in a way neither of those is — a real license, verifiable on NASBA, that can be suspended for bad work. With IMAAR Associates CPA, PLLC, the same CPA who prepares your return this year is the one who remembers it next year — no re-explaining your situation from scratch every January.

The process

How it works.

  1. 1

    Free consultation.

    We learn your situation and confirm what your return actually needs.

  2. 2

    Secure document upload.

    You upload documents to an encrypted portal — no email attachments, no mailing anything.

  3. 3

    Preparation and review.

    We prepare your return and review it before anything is filed.

  4. 4

    File and explain.

    We file, then walk you through what it means and what to expect next year.

Let’s get your personal taxes handled properly.

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Straightforward personal-accountant pricing.

Personal returns start at $80 for W-2 income, scaling with complexity. Your exact price is confirmed on a free consultation, before any work begins.
See Pricing

Client stories — coming soon.

IMAAR Associates CPA, PLLC is a newer practice, and we won't post reviews we don't have. As we build our public references, we're glad to walk you through our credentials, our process, and exactly how we'd handle your situation. Ask us anything on your consultation.

Questions about working with a personal accountant.

Software totals the numbers you enter and applies the rules it knows. A personal accountant reviews your actual situation, catches things software won't ask about — a life change, a new income source, a missed deduction — and is accountable for the accuracy of the return with a license on the line. It also means someone to call when a decision comes up mid-year, not just in April.

Not quite — if you need an ITIN application or renewal, our For Individuals & Families page is the right starting point; it's handled by the same practice as a Certifying Acceptance Agent. This page is for ongoing personal tax preparation and planning generally, whether or not an ITIN is involved.

Yes. We're remote-first and prepare personal returns for individuals across the United States. The Washington CPA license is the credential behind the work — it doesn't limit who we can serve for tax preparation.

If your return is one W-2 and the standard deduction, software is probably fine. A personal accountant earns its cost once there's more than one income source, a life event (marriage, a home sale, a new dependent), self-employment income, or investment activity — situations where a wrong assumption costs more than the fee would have.

Yes — that's the point of a personal accountant rather than a seasonal preparer. We keep your history, so next year starts from what we already know about your situation instead of from zero.

Personal returns with W-2 income start at $80; returns with self-employment income (Schedule C) start at $150. Your exact price is confirmed on a free consultation once we understand your full situation — see the full pricing breakdown.

Let's find you a personal accountant who sticks around.

What happens next

  1. 1

    Book a free consultation.

  2. 2

    We confirm what your return needs and a clear price.

  3. 3

    You decide whether to move forward — no pressure.

Book Consultation