We serve clients in Tacoma, Seattle, Olympia, and the Kitsap peninsula – located in University Place, WA.

We provide one stop tax preparation, tax planning, 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.

Are you having problems with the IRS?

We’re here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. We pride ourselves on being very efficient, and of course, extremely discrete. The IRS problems will not just go away by themselves; they just keep getting worse with penalties and interest being added each day.


Specialized Focus

  • Complex Individual Tax returns
  • Business Tax returns
  • Foreign Taxes – FBAR and FATCA compliance
  • Tax Strategies for Retirement Planning
  • Tax Planning for Life Transitions
  • IRS Tax Problem Resolution – “Tax Negotiation” for :
    • “Offer in Compromise”
    • “Installment Plan Agreement”
    • “Currently not Collectible”
  • Business Consulting – Entity Selection, Profitability, Retirement plans for small business

Owner Profile

Expertise in Taxation, Tax Strategies for Life Transitions, Tax Problem Resolution, Financial analysis, and Small Business consulting. 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”.

Credentials

  • Certified Public Accountant (WA license # 32557, CA license # 113670)
  • IRS Enrolled Agent
  • CFP®, CERTIFIED FINANCIAL PLANNER™
  • MAFM (Master of Accounting & Financial Management), Keller Graduate School of DeVry University.
  • MBA, Finance.   McGill University, Montreal, Canada