Accounting & Tax
Seattle, WA
Joseph & Hetrick LLC is a Seattle-based tax advisory firm specializing in complex individual tax preparation, equity compensation planning (ISOs, NSOs, RSUs, ESPP), and international tax services for US expats and cross-border moves. Founded as a mother-daughter firm in 2013 and now led by four tax professionals including two CPAs and an Enrolled Agent, they provide strategic tax planning for high-income earners, foreign asset reporting compliance, and holistic financial coaching. The firm operates entirely virtually through a secure cloud-based client portal, allowing clients to work with them remotely via Zoom or phone.
Ideal for: High-income tech employees with equity compensation, US expats and international workers, individuals with foreign assets or rental properties, clients with complex tax situations requiring strategic planning
Service area: Seattle, WA and nationwide (virtual service)
Equity Compensation Expertise: Specialized in helping high-value employees navigate stock options, RSUs, and other equity compensation through proactive tax planning and strategic financial coaching.
International & Expat Tax Specialization: Expert guidance on US expat and inpatriate tax issues, foreign asset reporting (FBAR/FATCA), cross-border moves, and tax residency determination—led by CPAs with decade-long experience at major firms.
IRS Compliance & Problem Resolution: Helps clients come into compliance with back tax filings, foreign account reporting, and IRS streamlined procedures, relieving stress through specialized catch-up services.
Address: 1037 NE 65th St #5, Seattle, WA 98115
Website: josephandhetrick.com
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