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.
Helpful Content
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
How to Support Local Businesses During a Pandemic
Learn how to support your local businesses and your community during this trying time with this beautiful infographic.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.