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.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Is your estate in order? This short quiz may help you assess your overall strategy.
Understanding the economy's cycles can help put current business conditions in better perspective.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much you have the potential to earn during your working years.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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.
Here are five facts about Social Security that might surprise you.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.