Accounting & Tax Solutions
Individual & Business
Personal Financial Management
Rental & Investment Properties
Small Business Tax Elections
Buying or Selling a Home
New Business Start Ups
S-Corp Tax Elections
For a specific Accounting, Tax or Personal Financial Management scenario, our consulting provides guidance with a more focused-based solution or approach. Have a tax question? We have answers. We'll help you navigate the tax benefits, outcomes, or consequences within your scenario.
When it comes to Accounting and Bookkeeping, we offer solutions to help you streamline your financials so you can more accurately review and forecast your business. We'll help you take control of your finances, allowing you to focus on your business.
Personal Financial Management is about taking care of your finances, and a significant aspect of successful financial planning involves understanding the tax benefits and consequences. It's our job to stay up-to-date on current tax laws and changes through continuing education. We leverage our in-depth knowledge of tax codes to navigate your questions or when developing and reviewing your personal financial plan.
"Your Partner in Accounting, Tax and Personal Financial Management"
Consulting Services for Individuals & Businesses
Here's what you get....
Incorporate your personal plan with your tax planning (Individual & Business)
Tax Planning and Strategy
Discuss future tax saving opportunities commonly overlooked
Develop a personal financial plan to achieve your goals
Review your budget
Review investment strategies (are you paying too much in fees?)
Analyze your current budget vs. your retirement budget
Review your personal plan, monthly, quarterly or once a year.
Timely response to your questions
Peace of mind
Check out our "Financial Coaching Plans" for a more in-depth, hands-on approach to Personal Financial Management.
We can't avoid paying taxes, but we can avoid over-paying them.
Our experience and professionalism will help save you time and money.
Hours of Operation:
Mon-Fri: Appointment Only
Sat: Appointment Only
Sun: Appointment Only
16300 Mill Creek Blvd. Suite 109
Mill Creek, WA 98012