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.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
There are things about Social Security that might surprise you.
For many, retirement includes contributing their time and talents to an organization in need.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Even low inflation rates over an extended period of time can impact your finances in retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
This questionnaire will help determine your tolerance for investment risk.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the net gain of a taxable investment versus a tax-favored one.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
With alternative investments, it’s critical to sort through the complexity.
There’s an alarming difference between perception and reality for current and future retirees.
There are three things to consider before dipping into retirement savings to pay for college.
If you died, what would happen to your email archives, social profiles and online accounts?
Here are five facts about Social Security that might surprise you.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.