included
Advisory
Monthly performance reports and a standing conversation about pricing, hiring, and cash flow. Not billed by the hour.
How advisory worksServing Lynnwood
Light rail arrived, Alderwood keeps drawing the whole county, and Lynnwood businesses are scaling. Books should scale with them.
Lynnwood, Washington
Lynnwood's retail and service economy has been compounding: the Alderwood corridor, medical and dental offices, auto services, and the contractors building out Snohomish County's growth. Growth is the exact moment bookkeeping debt gets expensive, because decisions start relying on numbers that are three months stale.
Lynnwood does not levy a general local B&O tax the way Seattle or Tacoma do, so the compliance load is mostly state-level: Washington B&O, destination-based sales tax, payroll taxes, and L&I. That makes Lynnwood a place where the advisory side of accounting, pricing, margins, hiring math, matters more than filings alone.
One package
included
Monthly performance reports and a standing conversation about pricing, hiring, and cash flow. Not billed by the hour.
How advisory worksBooks reconciled monthly in QuickBooks Online, reports in plain English, state and any city B&O filings handled.
Monthly accountingYour team paid on time with every payroll tax filed, from Form 941 to L&I to year-end W-2s.
Payroll serviceLiability projected during the year, moves made before deadlines, returns filed. Your April number, never a surprise.
Tax planning & prepLynnwood
Advice that travels. Federal Way to Lynnwood.

Straight answers
No general city B&O like Seattle or Tacoma. You still owe Washington state B&O and, if you do work inside cities that levy their own, those city filings for that revenue. We track the where so the filings match.
Before the growth, ideally. Stale books mean pricing, hiring, and equipment decisions made on feel. Monthly reconciliation plus a KPI dashboard is how growth stays profitable instead of just busy.
We work from our Federal Way office and run the monthly rhythm on video, which saves Lynnwood clients a long drive down I-5. You are always welcome to visit the office when you want to sit across a table.
Nearby
30 minutes, your latest financials or tax return, and you leave with your numbers and a straight answer on fit.
Our clients' reviews
I have been doing business with Caro & Associates for about 2 years now; personal and business account and I have wonderful things to say. First of all, they have saved me tons of money, I finally found an accounting company that won't overcharge me and will follow the rules to the "T". Secondly, their customer service is amazing, the Owner Jose Caro came to meet me several times and answer all my questions. The key to a great relationship with any professional is communication, whether it is an email or a phone call they are very timely when it comes to responding. I was so impressed with the service I began to refer my clients and every one of them has been just as pleased.
Jose is the best accountant I've worked with, He takes the time to explain your options, he's very attentive whenever I need help with something, highly recommended.
The team at Caro and Associates are tax wizards. I thought I was going to owe almost $20k and they got me a small refund. I've been working with them as my accounting and payroll team since I opened my small Healthcare practice, Novel Eyes. Jose came highly recommended by several unconnected people and I feel like I'm in very good hands.
Alba has trusted all the accounting needs to Jose and his firm which have contributed a high percentage on our success and expansion. Caro & Associates are highly recognized on their intelligence and skills of book keeping and extremely knowledgeable to locate and isolate each and every issue. We look forward to growing our business with their assistance. Highly recommended.