Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
We provide tax planning and preparation in the following areas:
- Individual tax planning and preparation (1040)
- Investor returns (Schedule D and Schedule E)
- Small sole proprietor businesses and business startups (Schedule C)
- State return preparation (WA B&O, AZ)
- Our office is in my home. It keeps costs down which is reflected in our values and pricing
- We find many clients are more comfortable inviting us to meet with them, on their schedule, in their homes. Yes, we make house calls. It may be easier for you, with all your records there, and if it makes us more productive, lets meet there.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.
Notary Public
A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.
Retirement Planning
Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.