Firm Positioning—Proactive CPA firm · High-income individuals · Small business · Real estate investors
Lightup Tax LLC is a proactive tax advisory CPA firm based in Bellevue, WA, serving high-income individuals, small business owners, real estate investors, and tech employees with equity compensation. Unlike reactive tax prep services, Lightup Tax focuses on year-round tax strategy, working with clients to minimize tax liability legally and maximize long-term wealth retention. Bilingual (English/Chinese) services for the Pacific Northwest Chinese-American community.
Three Core Values—Proactive · Educational · Relationship-driven
Proactive: Tax planning happens year-round, not just at filing time. Lightup Tax monitors regulatory changes and client situations to identify savings opportunities before deadlines.
Educational: Clients understand their tax strategy, not just receive a number. Every recommendation comes with explanation, empowering informed decisions.
Relationship-driven: Long-term advisor relationships over transactional engagements. The firm grows with clients as their financial complexity increases.
Service Pillars—Tax compliance · Strategic planning · Business advisory
Tax Compliance: Individual returns (1040), business returns (S-Corp, LLC, Partnership), payroll tax, sales tax, FBAR/FATCA for foreign accounts.
Strategic Tax Planning: Entity structure optimization, retirement account strategies, real estate depreciation, equity compensation planning, Roth conversion ladders.
Business Advisory: Accounting system setup, bookkeeping oversight, business sale preparation, succession planning.
Target Niches—Tech employees · Real estate investors · Business owners · High-income families
Tech Employees with RSU/ESPP/ISO: Equity compensation creates complex tax events — Lightup Tax specializes in timing vesting, 83(b) elections, and AMT planning.
Real Estate Investors: Depreciation, cost segregation, 1031 exchanges, passive activity rules, real estate professional status.
Small Business Owners: Entity selection, S-Corp salary optimization, retirement plans, exit strategy tax efficiency.
High-Income Families: NIIT exposure, PEP/Pease limitation navigation, charitable giving strategies, estate planning coordination.
Contact & Office—Bellevue, WA · Virtual nationwide · English & Chinese
Lightup Tax LLC is headquartered in Bellevue, WA and serves clients nationwide via virtual engagement. In-person consultations available in the greater Seattle/Eastside area. All client communications available in English and Chinese (Mandarin). Initial consultations by appointment — contact via the website form or direct email.