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.

Specialized Focus

  • Complex Individual Tax returns
  • Business Tax returns
  • Foreign Taxes – FBAR and FATCA compliance
  • Tax & Retirement Planning
  • Accounting
    • Specialize in QuickBooks Online accounting
    • Full Service Accounting – Bookkeeping, Payroll, BillPay, and “Compiled” Financial Statements

Owner Profile

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.
  • MBA, Finance.   McGill University, Montreal, Canada
  • QuickBooks Online Advanced Certified ProAdvisor