Olympia Tax Service is a full service tax and accounting practice in Olympia, Washington, specializing in tax planning for small businesses, medical professionals, and independent contractors.
Olympia Tax Service’s founder Jim Gerner is an Enrolled Agent that is authorized to represent you before the IRS. Since 2013, Jim has been leveraging his knowledge of local, state, and federal tax code to help you and your business save money, plan for the future, and erase your tax anxiety.
Olympia Tax Service can help with the full spectrum of financial and tax issues: Personal and Business Tax Returns, Bookkeeping, Payroll, State Filings, and IRS Representation. As a Certified Tax Coach (CTC), Jim’s passion is in tax planning for small businesses, independent contractors and the self-employed.
Insightful and reliable tax planning keeps money in your pocket. Jim Gerner EA goes beyond finding the ordinary deductions and helps find solutions for your individual tax situation.
Olympia Tax Services is a tech-forward firm that uses the best tools for the job. Jim uses these tools to give his clients timely and accurate results on their business tax returns.
Accurate bookkeeping is essential to Tax Planning, and Xero is the premier bookkeeping tool for online accountants. Xero was built from the ground up for the internet age. Whether you just need assistance with setup or want a team of bookkeepers to keep your accounting up to date, Olympia Tax Service and Xero can help.
A cutting edge digital team of bookkeepers offers affordable, accurate and timely bookkeeping. Working in partnership with Bookstime for bookkeeping saves you time and gives Jim the clarity into your books to understand your business, finding even more ways for you to save.
Gusto is the industry standard for online payroll. With an intuitive online interface, Gusto makes it easy for you to manage your payroll independently and accurately. It simplifies payments to all state agencies, giving you a one stop shop to pay and file your state and federal employment taxes. Additionally Gusto gives an interface for your employees to track hours, reimbursements and navigate the onboarding process.
RelayFi.com is an online bank built from the ground up with small businesses and small business bookkeeping in mind. It’s a fee-free bank that integrates seamlessly with Xero and other accounting platforms. Its bank feeds descriptions are more detailed than traditional banks, allowing for much easier bookkeeping. You can open numerous accounts without restriction and issue debit cards to employees with spend limits right from your dashboard.
Jim Gerner EA grew up working in his family’s natural foods store. He graduated from reviewing register receipts as a middle schooler to helping run a complicated Point of Sales software system during summers home from college.
In 2013 Jim started offering seasonal tax preparation out of his home, but this quickly expanded into a full-time business with an office downtown. Jim heads up Olympia Tax Service (Oly Tax LLC) and is both an Enrolled Agent, authorized to represent you before the IRS, and a Certified Tax Coach. Jim teaches the tax preparation course at a local community college and is on the board of directors at the Washington State Society of Enrolled Agents (WSSEA)
Kayleigh joined Olympia Tax Service at the end of 2020 and has been preparing taxes since 2014. Kayleigh grew up in South Florida and moved to Washington in 2009. Kayleigh has a great attention to detail and focuses primarily on personal tax returns.
When she’s not crunching the numbers, Kayleigh enjoys making memories with her children and family by exploring Washington’s State parks, camping, baking and gardening.
Stephanie joined Olympia Tax Service in December 2022 as a tax assistant. She grew up in Washington, earning her bachelor’s degree from Pacific Lutheran University in May 2022. In her free time, Stephanie enjoys reading, painting, and exploring Olympia.