Tax Planning and Advisory Across South Puget Sound — and Beyond
We're based in Federal Way and work with individuals, families, and small business owners throughout the South and Central Puget Sound region. For clients outside our immediate area, we offer full-service virtual engagements anywhere in Washington state.
Where We Work With Clients
Hedlund Tax & Accounting, PLLC serves clients across a wide stretch of the South Sound — from Federal Way and Tacoma to Kent, Auburn, Puyallup, and Renton. Our practice is built around year-round advisory relationships, which means most of our work happens over video, phone, and secure document exchange rather than in a conference room. Geography matters less than it used to. What matters is finding an advisor whose approach fits how you think about money.
Whether you're a business owner in Tacoma trying to decide if an S-corp election makes sense, a family in Puyallup working through a Roth conversion, or a retiree in Renton sorting out RMD timing — we work with people at exactly those decision points, wherever they're located.
We're a Virtual-First Practice — Washington Clients Are Welcome Anywhere
Our engagement model was built for remote work from the start. Secure document sharing, video consultations, and digital collaboration tools mean that a client in Spokane or Bellingham gets the same quality of access as a client five minutes from our Federal Way office. If you're looking for a tax planning advisor in Washington state and haven't found the right fit locally, we're worth a conversation.
The credential stack we bring — JD, LL.M. in Tax, MBA, and CFP® — is uncommon at any geography. For clients with complex situations that involve legal, tax, business, and financial-planning questions in the same conversation, virtual access to that combination is often the most practical option available.
Communities We Serve Across the Region
We maintain a meaningful presence in each of the following communities and welcome clients from throughout the broader South and Central Puget Sound area.
Tacoma
We maintain a meaningful presence in each of the following communities and welcome clients from throughout the broader South and Central Puget Sound area.
Kent
Kent's mix of established businesses and working families makes it one of the more active communities we serve. Clients here often come to us with questions about owner compensation, quarterly estimated taxes, and entity structure — the operational tax questions that a seasonal preparer rarely has time to address. Visit our Kent page for more detail.
Auburn and Puyallup
Auburn and Puyallup share a similar profile: growing communities with a strong small-business presence and families at various stages of wealth-building. We work with clients in both cities on everything from business tax returns and S-corp planning to retirement withdrawal strategy and education funding decisions. See our Auburn and Puyallup location pages for specifics.
Renton
Renton sits at the northern edge of our primary service area and draws a client mix that reflects its proximity to Seattle's tech and aerospace corridors — wage earners with equity compensation, bonus income, and retirement accounts that benefit from year-round attention. Our Renton page covers the tax and planning questions we most commonly address for clients in that community.
What to Expect From a Regional or Virtual Engagement
Working with us looks the same regardless of where you're located. Every new client relationship typically begins with a discovery call or a Strategic Tax Meeting — a structured engagement where we review your current situation, identify the decisions in front of you, and map out where proactive planning would make a measurable difference.
From there, the relationship is year-round by design. We don't disappear after April 15. Clients have access to us when decisions come up — a business acquisition, a job change, a large capital gain — not just during filing season. That model works just as well over video as it does in person.
Ready to Connect? Here's How to Start.
Do you work with clients outside Federal Way and the South Sound?
Yes. We serve clients throughout Washington state on a virtual basis. Our engagement model — secure document sharing, video consultations, and digital workflows — was built to work remotely from the start. Location is not a barrier.What does "tax planning advisor" mean in practice, and how is it different from tax preparation?
Tax preparation is the annual filing of your returns — a look back at what happened. Tax planning is the year-round work of making decisions before they become tax events: timing income and deductions, evaluating entity structure, coordinating retirement account moves, and anticipating what next year will look like. We do both, but planning is where the measurable value tends to live.I've been using a local CPA for years. Why would I consider switching?
The most common reason clients make a change is that they've outgrown a seasonal relationship. If your financial life has become more complex — a business, equity compensation, real estate, retirement accounts — and your current preparer isn't available for questions outside of tax season, that gap tends to cost money over time. We're built for year-round engagement.What credentials does Hedlund Tax & Accounting hold?
Jason Hedlund holds a JD, an LL.M. in Taxation, an MBA, and the CFP® designation. That combination of legal, tax, business, and financial-planning credentials in a single advisor is rare, and it allows us to address questions that often fall between the cracks when tax, legal, and financial advisors work in separate silos.How do I get started if I'm not sure what I need?
The discovery call is the right first step. It's 15 minutes, there's nothing to prepare, and the goal is simply to understand your situation well enough to tell you whether and how we can help. If you'd prefer to explore on your own first, our Clarity Maps are free resources designed to help you think through the decisions most relevant to where you are financially.