Hedlund Tax and Accounting was started with you in mind. We are a small firm that focuses solely on the tax and accounting needs of individuals and businesses. We recognize that everyone has different issues; as such, we take the time to get to understand your specific situation and tailor our services to fit your needs.
We commit that we will never be so busy that you will not be a priority to us. We know our strengths and are dedicated to delivering on those strengths everyday. You will hear from us through the year with tax law changes and how they impact you or to simply check in and see how you and/or your business are doing.
We take pride in operating with integrity and providing the care and expertise to help you with your tax and accounting needs. We will work to provide you the peace of mind you expect by trusting your tax and accounting needs to someone else.
The foundation of our consulting practice is to focus on current year taxes, retirement planning, and wealth-transfer. We offer tax and accounting planning and strategies with the intention to ensure that your liability is right, your cash flow is maximized, and you are on track to meet your financial goals. We encourage you to reach out to us with questions or if you are faced with a new question. The most effective tax and accounting plans are formed during the year. We can help you determine how to plan for retirement from a tax and cash flow perspective. We can also help you efficiently transfer your wealth as you see fit. Regardless of what we are discussing, we’ll work with your financial advisors and attorneys to better ensure that issues relevant to you are always being considered. If you are starting a new business, no problem! We can also assist with entity selection, taxes you need to consider, and who to partner with to ensure your business needs are covered. We are here to help you understand and navigate the complexities of starting and running your business.
Our philosophy of tax return compliance is that it shouldn’t be the biggest part of our relationship. Instead, it should summarize what we already know. Building off of our consulting foundation, we can prepare your current year Individual Income Tax Return (Form 1040) or any of your business returns, including: Partnerships (Form 1065); C Corporation (Form 1120) or S Corporation (Form 1120S). We can also prepare returns for your wealth-transfer needs including your trust return (Form 1041) and Gift Tax Return (Form 709). If you have one, we can also prepare your Foundation return (Form 990-PF). We also recognize that there might be a need for the preparation of an Estate Tax Return (Form 706) – we can help with that too.
Jason enjoyed a career at a large public accounting firm for many years where he worked with closely held businesses and their owners. After a great career, he left to lead the tax practice at a small, local firm. After some time, he decided that it was time to let go of the trunk and step out on the limb. Starting his own practice would allow him the freedom to operate his own practice the way he thinks it should be run. He enjoys getting to know his clients but has found that when working in other firms, he didn’t get the time to deliver on all of the services his clients should be getting. One thing is for sure, during all of his experiences, he learned the importance of maintaining a smile on his face while at the same time producing the highest quality product. This firm is the result of learning what a tax and accounting practice should be.
Jason holds a law degree, an MBA and a LL.M in tax. He also is fortunate enough to lecture on tax topics at the University of Washington in the MPACC program.
When not doing tax, he enjoys camping, playing golf, and painting.
I do take the opportunity to talk with you seriously. Please know that I will respond to you within 24 hours. I look forward to speaking with you!