Welcome to our website!
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. When you are ready to learn more about what we can do for you, we encourage you to contact us.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Do you know where the idea of “retirement” comes from?
In the face of divorce, making changes to insurance coverage may be overlooked.
Read this overview to learn how financial advisors are compensated.
Can you keep up with your children’s mobile slang?
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you should be saving for college.
Estimate your monthly and annual income from various IRA types.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Agent Jane Bond is on the case, cracking the code on bonds.
A bucket plan can help you be better prepared for a comfortable retirement.
The market is as unpredictable as the weather. We’d love to help you prepare.
When should you take your Social Security benefit?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Would you guess that Millennials are effectively saving for retirement? Well, they are.