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Will Chen CPA, PLLC.

Will Chen CPA, PLLC.

Reviews Summary

Customers consistently praise the professionalism, efficiency, and friendly service of this tax firm. Reviewers highlight meticulous attention to detail, quick responses, and a client-focused approach that maximizes deductions and savings. Many express long-term satisfaction, noting the team's expertise in handling complex tax situations and providing clear, timely advice. The firm is repeatedly recommended for both personal and business tax needs, with customers emphasizing the value received despite higher fees. Trustworthiness, reliability, and a warm, family-like atmosphere are recurring themes, with many clients returning year after year.

About This Listing

Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks
Local Tax Credits

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

Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks
Local Tax Credits

Contact Information

Address

22322 76th Ave W

Edmonds, Washington 98026

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday 8:30AM-5PM
Saturday Closed

Customer Reviews

Will Chen and his associates have been preparing my taxes for a few years now. I have been very pleased with their services. Everyone in the office is accessible and easy to work with and my taxes have been completed quickly and accurately at a fair price. I highly recommend them!

Will Chen was absolutely outstanding to work with this past tax season. We have many complex real estate issues in our return and have worked with a couple of other firms in the past, including larger "high end" downtown firms. Will and his team (especially Jason) exceeded our expectations. They are detail oriented, quick to respond, smart, value oriented, and in our opinion outperformed the "high end" firms. We are thrilled to have found Will Chen and anticipate working together with him for many years

Like many others I too have worked with Will Chen CPA PLLC and his staff for a number of years now. I find them very knowledgeable and easy to work with. I was using another CPA prior to coming here. Will found deductions my prior CPA overlooked year after year. I only wonder how much more I might have saved if I'd come here sooner. I highly recommend Will Chen and have already recommended him to my friends.

Mr. Will Chen is truly a gem in his field . He is very friendly and helpful. I strongly recommend everyone who need tax services to come to Will Chen CPA PLLC. Mr. Will Chen and his professional team are highly educated and very efficient .

Professional team, highly efficient, and good customer service. We've chosen Will Chen CPA, PLLC. and still utilize their services for all of our business and personal tax needs for over 6 years now and counting!

Been filling tax here few years, Will and his team are very reliable and responsible, definitely recommend!

I had the opportunities to have Mr. Will Chen to help me with my Income Tax Returns for the past years, and Mr. Chen was great, he was not only very knowledgeable, he was also very friendly and warm heart, and he had performed the work just like he did for his own returns in a very professional way. I?d highly recommend Mr. Chen.

Mr Will Chen is a professional accountant and has helped me with tax return for four year. He is knowledgeable and does excellent job. I highly recommend.

This company charges a good amount of money for their services but once you use them, you'll realize that the money you spent here is worth it. This is the place where every dollar you spend, counts. I am very fond of this company and that's why I keep giving them my recommendations.

When I used the services of this company a few years ago, I was completely amazed when I saw them work with such perfection and enthusiasm. Since then, I have always used their services for all my tax related work and they have never disappointed me.

Very professional, efficient and reasonable priced. This is the first year that I worked with them out of a panic. They saved me. I am sure that I will work with them again next year!

Very good tax return documents prepared. Answer questions very clear and fast. I will able use this CPA

Happy with my return. Pleasant staff. Excellent communication from Mr.Chen.

Very nice and knowledgable guy! Highly recommend.

Professional team, highly efficient, and good customer service. Highly Recommend?

(Translated by Google) We have been filing taxes with Will Chen since 2019. We like it and feel assured. The accountants are responsible and professional. They help clients to the maximum extent and solve various problems. The tax filing speed is very fast. We trust them very much. Highly recommended?? (Original) ???2019???Will Chen?????? ???????????????????????????????????????????????????????????????

(Translated by Google) I have been a loyal customer of this company for many years. Here you will receive warm and friendly service like family. Will Chen and Jason Ho always work with a meticulous and rigorous attitude, and stand in the perspective and position of the customer to handle every document and information. In order to maximize the interests of the customer, they will not miss any details. This professionalism deeply touched me! Friends, if you are worried about not being able to find a suitable

(Translated by Google) I have chosen this firm to assist with tax filing for five years. The accountant, Mr. Jason, is very professional, friendly and helpful. He responds to all questions in a timely manner and solves various problems. Thank you very much to Jason and the person in charge of the firm, Mr. Chen Wei! (Original) ????????????????Jason????????????????????????????????????Jason ????????????

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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