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James Russell, PLLC

James Russell, PLLC

Reviews Summary

James Russell PLLC receives overwhelmingly positive feedback for its professional, knowledgeable, and supportive tax services. Clients praise the firm's responsiveness, expertise in complex tax situations, and ability to reduce tax burdens. Many highlight the personalized guidance, especially for estates, small businesses, and intricate filings. While most reviews emphasize excellent value, one criticizes high fees for a specific service. The firm is consistently described as trustworthy, proactive, and superior to larger competitors, with long-term clients expressing strong loyalty.

About This Listing

Accounting
Tax Preparation
Tax Planning
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
Individual Taxpayers
Non-profits
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Accounting
Tax Preparation
Tax Planning
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
Individual Taxpayers
Non-profits
QuickBooks

Contact Information

Address

5110 196th St SW # 200

Lynnwood, Washington 98036

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

Neil Heineman has done our personal taxes and my business taxes for years. I wouldn't have it any other way. He has given us excellent advice, finds ways to reduce our tax burden, keeps our best interests in mind, and understands our goals. He is responsive, proactive, and trustworthy. We are so grateful to have his support!

Great tax firm. A friend recommended them as a small tax firm near me and even though our taxes have been complex they handle them with care and provide a multitude of options. Have been using them for years.

Neil is the best! It gives me peace of mind that he keeps me legal while figuring out the deductions that I can take and always on time.

We have been using Tracy Moshinsky at James Russell to do our taxes and help us with all our business questions for the last five years. Compared to previous Business Tax consultant companies we had used in the past, Tracy has been by far more readily available to us and extremely knowledgeable about current tax law. It was wonderful when she was able to guide us over the years and then tell us when we were operating in the black and that is music to every business owners ears!

Having slightly complicated taxes this past year (2 W-2s, 1 1099, 2 K-1s, and I am a new small business owner) I wanted to make sure that my taxes got done right. Tracy Moshinsky was recommended to me, and I'm so glad I used her CPA services! Not only did she keep things very organized and easy for me, but offered me tax & retirement advise for future years. All in all, the service was a few hundred dollars less than H & R block had quoted me. I'm very pleased with the service and quality of work and look f

If you are looking for a full service, high quality and professional CPA firm to work with, you need to. contact James Russell CPA firm. I am a professional bookkeeper who is constantly working closely with my client?s tax professional, and it?s extremely important for me to be cultivating relationships with firms that have a track record of being very professional and knowledgeable. I?ve known Tracy Moshinsky at James Russell CPA firm for several months now and have referred many clients to her simply beca

James Russell PLLC handled the tax accounting for my parents' estates for which I was the executor. During this difficult time, Raelyn and Dawn at James Russell were incredibly helpful. Navigating the complexities of estate taxes is not easy and we will always be grateful for how much they stepped in with support and guidance and high level professionalism during a difficult time. This is a very high quality CPA firm. Thank you so much for everything.

$750 for completing a gift tax form with one gift split between two people. Excessive

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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