We are a full service accounting firm located in Oak Harbor, Washington. For more than 35 years, we have been providing tax preparation, business consulting, IRS problem resolution, retirement and tax planning and many other accounting and payroll services to a wide range of clients. These clients include both businesses and individuals throughout Whidbey Island and the U.S., as well as clients working abroad.
We have developed a reputation for professional excellence through the consistent high quality of services we perform for our clients. Please feel free to browse our website to see the services we offer as well as the many helpful resources we provide. Enter various payment options and determine how long it may take to pay off a credit card. You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
When your child has income, there's a good chance that he or she will need to report it and pay taxes. You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
We have developed a reputation for professional excellence through the consistent high quality of services we perform for our clients. Please feel free to browse our website to see the services we offer as well as the many helpful resources we provide. Enter various payment options and determine how long it may take to pay off a credit card. You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
When your child has income, there's a good chance that he or she will need to report it and pay taxes. You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
Services
My reason for this career path was quite personal: I saw that many members of my own family, as well as friends, were not getting the kind of help they needed to plan financially for the future.
I was confident that with my understanding of personal finance, coupled with my training as a financial professional, I could help people better prepare for the future.
I am a licensed Enrolled Agent, holding Series 6 registrations with Cetera Financial Specialists LLC.
I am licensed here in Washington to sell Mutual Funds.
I was confident that with my understanding of personal finance, coupled with my training as a financial professional, I could help people better prepare for the future.
I am a licensed Enrolled Agent, holding Series 6 registrations with Cetera Financial Specialists LLC.
I am licensed here in Washington to sell Mutual Funds.
We provide a systematic and personalized client interview which focuses on our your individual needs and concerns.
Our mission is to get to know and understand your needs, wants, and long-term goals.
We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
Our commitment is to utilize all of our resources to help you pursue your goals.
Our mission is to get to know and understand your needs, wants, and long-term goals.
We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
Our commitment is to utilize all of our resources to help you pursue your goals.
My independent business model ensures I have the autonomy and discretion to put you at the center of all investment strategies and business decisions.
Just as I stand behind you to help you pursue your financial dreams, I have teams standing behind me and supporting my business.
These firms also strengthen my relationship with you by providing the resources I need to better serve you.
I think it's important for you to know who these partners are and why I have chosen to work with them.
I am affiliated with Cetera Financial Specialists, one of the premier broker-dealers in the industry.
Just as I stand behind you to help you pursue your financial dreams, I have teams standing behind me and supporting my business.
These firms also strengthen my relationship with you by providing the resources I need to better serve you.
I think it's important for you to know who these partners are and why I have chosen to work with them.
I am affiliated with Cetera Financial Specialists, one of the premier broker-dealers in the industry.
You may opt for onetime payment or set your payments up on a monthly schedule.
Once you have printed and filled out your information, please call or email or office and we will get you set up.
This letter will ensure that you are aware of our policies and procedures regarding the preparation and filing of your tax return.
The BTA, Inc Flyer will allow you to get to know us a little better and includes some helpful reminders and a checklist.
The 1040 Tax Questionnaire will help ensure that we cover many of the questions that will come up during your tax appointment.
Once you have printed and filled out your information, please call or email or office and we will get you set up.
This letter will ensure that you are aware of our policies and procedures regarding the preparation and filing of your tax return.
The BTA, Inc Flyer will allow you to get to know us a little better and includes some helpful reminders and a checklist.
The 1040 Tax Questionnaire will help ensure that we cover many of the questions that will come up during your tax appointment.
Manage personal affairs while you're alive and control the distribution of wealth upon your death.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
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