Creative Lifestyle Solutions

We're Here to Simplify Your Financial Journey

Tax preparation service (show on map)

Full-service financial solutions provider for businesses and families offering tax, bookkeeping, legal, and optimization services.

Call (503) 679-3490

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About

Creative Lifestyle Solutions provides full-service solutions to help businesses and families thrive, whether you're just getting started or have been around for years. We offer personalized, customized guidance to ease the stress of taxes, business ownership, and managing your finances.

Our services include business tax services, bookkeeping, business optimization, WA business notary, small business legal plans, personal tax services, financial coaching, affordable legal protection plans, and WA mobile notary services.

Complimentary one-hour consultation with every tax return

Free dependent tax filing for families

Open calendar for unlimited one-on-one appointments

Treat each client's business as if it were our own

Referral program: receive a month's paid service in savings for each friend that enrolls

Personalized, customized guidance with strong relationship focus

Services

Business Tax Services

Tax preparation and consulting for businesses of all structures including sole proprietorships, partnerships, LLCs, S-Corps, C-Corps, and non-profits. Includes complimentary one-hour consultation with every return.

Tax planning and filing Quarterly estimated tax reports IRS audit assistance Tax return preparation for business and personal

Bookkeeping

Day-to-day financial record keeping including recording sales and invoices, paying bills, reconciling bank statements, and generating financial reports.

Track financial transactions Maintain accurate records Reconcile bank statements Generate financial reports Manage inventory and cash flow Ensure compliance with government reporting

Business Optimization

Strategies to enhance business efficiency and performance through consultation and process improvement.

Efficiency enhancement Performance optimization Customized consultation

Small Business Legal Plans

Legal protection plans providing access to legal consultation, document review, contract drafting, debt collection letters, and identity theft assistance.

Unlimited in-state phone consultations 10 legal matter letters/calls per year Review of 10 business documents per year 5 collection notices per month 25% discount on additional services Identity protection and monitoring

WA Business Notary

Business notary services for Washington State including witness signatures, attest signatures, acknowledgements, oaths, and certified copies.

In-person notary services Mobile notary available State-regulated notarial acts Valid ID required

Personal Tax Services

Tax preparation and filing services for individuals and families, including complimentary dependent tax filing when parents use the service.

Personal tax return preparation Complimentary dependent filing for families Tax planning guidance

Credentials & Certifications

WA Business Notary

WA Mobile Notary Services

Frequently Asked Questions

What tax forms do you file for businesses? +

We file forms for all business structures including Form 1040/Schedule C for sole proprietorships, Form 1065/Schedule K-1 for partnerships, Form 1120/1120-S for corporations, Form 990 for non-profits, and additional forms like 941, 940, and 1099 as needed.

What makes your bookkeeping services different? +

We provide an open calendar for one-on-one appointments, answer all client questions, and treat each client's business as if it were our own.

Do you offer free consultations? +

Yes, we offer a complimentary one-hour consultation with every tax return.

What services are included in the Small Business Legal Plan? +

The Essentials Plan includes unlimited in-state phone consultations, 10 legal matter letters/calls per year, review of 10 business documents, 5 collection notices per month, and three 30-minute consultative calls on various legal topics.

Do you offer mobile notary services? +

Yes, we offer WA Mobile Notary Services for convenient document notarization at your location.

What bookkeeping plans do you offer? +

We offer plans for Self-Employed & Freelancers ($175/mo), Sole Proprietors & LLCs ($440/mo), and Partnerships & Corporations ($750-$1025/mo), all including QuickBooks Online subscription.

Do you provide tax services for families with dependents? +

Yes, we offer complimentary tax filing assistance for dependents when parents choose us for their tax filings.

What is your notary appointment scheduling policy? +

Appointments 48+ hours in advance are free; appointments less than 48 hours incur a $30.00 scheduling fee.