We serve clients in Tacoma, Seattle, Olympia, and the Kitsap peninsula – located in University Place, WA.
We provide one stop tax, accounting, and wealth management services that take a 360 degree view of your financial situation covering tax preparation, accounting, wealth management, insurance planning, estate, and trust planning.
Complex Individual Tax returns
Business Tax returns
Foreign Taxes – FBAR and FATCA compliance
Tax & Retirement Planning
Specialize in QuickBooks Online accounting
Full Service Accounting – Bookkeeping, Payroll, BillPay, and “Compiled” Financial Statements
Expertise in Taxation, Financial analysis, and Small Business accounting. Over twenty years of management experience in the area of brokerage operations, asset management and technology at “Franklin Templeton Investments”, “Charles Schwab & Co”, and “Fidelity Investments”.
Certified Public Accountant (WA license # 32557, CA license # 113670)
IRS Enrolled Agent
MAFM (Master of Accounting & Financial Management), Keller Graduate School of DeVry University.