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. 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 Planning & Preparation
Tax preparation and planning is essential for our clients. Whether you are an individual or a well-established business, our experience and commitment to quality will provide you confidence in both the accuracy of your tax filings and the consideration of tax planning opportunities.
Estate, Gift & Trust Tax Preparation
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. We can guide you through the complex process of getting your financial affairs in order, including preparation of estate, gift or trust tax returns.
IRS & State of Washington Representation
During our years of experience dealing with many taxing authorities, we have represented our clients before various federal and state tax agencies. In the event of an audit by a taxing authority, we will be here to help you.
We provide complete payroll services as needed by our clients. Alternatively, our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
Reviews & Compilations
Preparation of financial statements is integral to the accounting needs for many of our clients. We provide financial reporting on two levels of assurance:
*Review – consists principally of inquiries of personnel and some analytical procedures applied to financial data, conducted with limited assurance
*Compilation - based upon client information provided and is the representation of management.
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.
Business Entity Selection
Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
Each Principal has in excess of 25 years experience working with our business clients. We look forward to working with you on issues affecting your business.
Bring us your important documents to notarize.