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.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
An overview of some fundamental steps when a loved one passes.
Five phases to changing unhealthy behaviors.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Key questions to answer when you are considering retirement.
For homeowners who think their property taxes are too high, there are ways to appeal.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
This calculator will help determine whether you should invest funds or pay down debt.
Assess how many days you'll work to pay your federal tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
What is your plan for health care during retirement?
Have you explored all your options when it comes to managing your taxable income?
The market is as unpredictable as the weather. We’d love to help you prepare.
Here’s a crash course on saving for college.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
When you retire, how will you treat your next chapter?