Our firm offers a wide range of services to our individual and
business clients. Because our firm is relatively small, our clients
benefit by getting personalized, quality service that is beyond
comparison. Below we have listed the services that we offer to
our clients along with a brief description.
As the list below is by no means all-inclusive, please feel free
to inquire about a service if you do not see it listed. If it
is not a service we provide, we would be more than happy to refer
you to a qualified professional.
Tax Services
Our significant investment in computerized tax preparation and
research software enables us to accurately and efficiently prepare
returns for various types of entities including individuals, corporations,
partnerships, trusts and estates.
We prefer to take a proactive vs. reactive approach to tax services.
By keeping current on new tax laws and legislation, we are in
a position to identify key tax planning opportunities that minimize
both your current and future tax liabilities. We provide our individual
and business clients with the taxation expertise and knowledge
that they deserve throughout the year. Tax services offered include
but are not limited to:
Tax Planning and return preparation
Tax Planning
Tax planning is an essential element of the tax preparation process.
By making tax planning part of your overall business strategy,
you can use our experience and access to the most current new
developments in the tax laws to minimize both your current and
future tax liabilities.
Estate Planning
Effective estate planning facilitates the orderly transfer of
assets to your beneficiaries, provides security of your surviving
spouse, and can reduce or eliminate the tax due on the transfer
of your business and the other assets. For business owners, providing
for business continuity and succession of ownership is essential.
We can guide you through this complex process of getting your
financial affairs in order.
Accounting Services
Providing financial information to our clients in a timely and
accurate manner is a commitment that we feel can not be compromised.
Meaningful, well organized financial records ensure that your
business operations will run more efficiently on a daily basis.
Our firm provides a full range of cost effective accounting services
including the following:
-
General ledger and financial statement preparation
-
Accounting system setup for new businesses
-
Business tax return preparation
Estate and
Trust Tax Preparation
This area is a unique specialty that has its own laws and rules
that not only requires compliance with the Internal Revenue Service
code and regulations but also compliance with the State of Washington
Income and Principles Act. We can guide you through the complex
issues of estates and trusts.
Guardianship Tax
Services
Having worked with many guardianship agencies has given us a
unique understanding of this complex area. Care must be taken
in order to provide best for the ward and to offer him or her
the best options the tax code can provide.
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