Client Services

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.

Click Service Title For Details
Tax Services Estate Planning Tax Planning
Accounting Services Estate and Trust Tax Preparation Guardianship Tax Services

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

  • Individuals
  • Corporations
  • Partnerships
  • Estates, trusts and gifts

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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