Experience & Expertise

What makes your firm different from others?

We pride ourselves on delivering a personalized, proactive approach to tax services and client relationships. Our virtual services, streamlined processes, and commitment to transparency ensure a convenient and efficient experience for clients at all stages of their financial journey. Additionally, we continuously invest in education and technology to provide best-in-class service.

What type of clients do you typically work with?

We serve a diverse range of clients, including individuals, families, small businesses, corporations, and nonprofits. We specialize in working with small businesses, high-net-worth individuals, and industries such as technology, healthcare, real estate, and professional services.

How long have you been in practice?

Luke Weissgarber, CPA, has been licensed since 2012 and gained experience at top CPA firms like KPMG and PwC before founding Weissgarber CPA in 2018. Over the years, we've helped hundreds of clients achieve their tax goals and stay compliant with ever-evolving tax laws.

What specific services do you offer?

We offer a comprehensive range of services, including:

• Tax Preparation

• Tax Planning & Strategy

• Business Consulting

• Entity Selection & Setup

• Retirement and Investment Tax Strategies

We aim to provide tailored solutions to meet each client's unique needs.

What professional affiliations or certifications do you hold?

Luke holds a Master’s in Professional Accounting (MPA) from The University of Texas at Austin and maintains active CPA licenses in Washington and Texas. He has over 14 years of professional experience, including roles at two of the largest CPA firms in the world.

Client Approach

What is your client service philosophy?
Our philosophy centers on building long-term relationships founded on trust, transparency, and measurable results. We’re committed to adapting to your evolving financial needs and providing proactive support to help you achieve your goals.

How do you typically communicate with your clients?

We prioritize clear and timely communication, with responses to inquiries within 24–48 hours. Whether through email, phone calls, or virtual meetings, we keep you informed and involved throughout the process.

Can you provide references or client testimonials?

Absolutely! We’re proud of our relationships and encourage prospective clients to review testimonials from satisfied clients on Google, Yelp, and Facebook.

What does the client process look like?

Tax Return Preparation:
Clients activate their secure portal and sign the engagement letter. After paying a $100 setup fee (credited toward the first invoice), they complete a customized Tax Organizer and Checklist. Upon receiving all required documents, we begin preparation within 2–4 weeks, provide a draft for review, and finalize the return after answering questions. Completed returns and tax documents are securely stored in the portal for future access.

Tax Planning & Consulting:
Clients can schedule consultations with Luke to address various topics, including business setup, tax-saving strategies, and retirement planning. We encourage clients to upload documents and questions at least 24 hours before the meeting.

Why Choose Us?

• High client satisfaction and retention rates.

• Specialized knowledge of Washington and Texas tax laws.

• Expertise in simplifying complex tax scenarios.

• A commitment to empowering clients through education and strategic advice.

• Use of cutting-edge technology for secure and seamless service delivery.

Fees and Billing

How do you charge for your services?

Tax Return Preparation:  Fees vary depending on the number and complexity of forms and typically range from $1,000 to $3,000.

Tax Planning & Consulting: Billed at $400 per hour in 15-minute increments, with a 30-minute minimum.

Are there additional fees for questions or inquiries?

• We address quick questions free of charge. We may recommend scheduling a consulting session for complex inquiries requiring over 10 minutes.

Timeliness and Deadlines

What is your typical response time for client inquiries?

We respond to inquiries within 24–48 hours during business hours..

What is your turn-around time for tax preparation?

We typically finalize tax returns within 2–3 weeks of receiving all required documents.

What are your internal deadlines for tax filings?

• Individual, Estate, & Trust Taxes (Forms 1040 & 1041):
  Upload documents by March 5 to meet the April 15 deadline. Late submissions incur a $500 expediting fee.

• Business Taxes (Forms 1065 & 1120S):
  Upload documents by February 15 to meet the March 15 deadline. Late submissions incur a $500 expediting fee.

Do you handle extensions?
Yes, we automatically file extensions if the engagement letter is signed and the return is incomplete within two weeks of the deadline.

Data Security and Technology

How do you ensure data security?

We use encrypted client portals, two-factor authentication, and secure backups to protect your sensitive information. Our systems undergo regular audits to maintain the highest security standards.

What technology do you use?
We use TaxDome and ProConnect, allowing clients to securely upload documents, review tax returns, and access financial information 24/7.

Client-Centered Service

How do you foster long-term client relationships?

We focus on understanding your goals, providing proactive guidance, and informing you through quarterly newsletters and educational seminars.

Can you accommodate future growth or changes in my financial needs?
Yes, our services are designed to scale with your needs, ensuring continued support as your financial situation evolves.