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.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Term insurance is the simplest form of life insurance. Here's how it works.
When considering life insurance, it's important to understand your options.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Tax preparation may be the perfect time to give the household budget a check-up.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
For women, retirement strategy is a long race. It’s helpful to know the route.
A bucket plan can help you be better prepared for a comfortable retirement.
What is your plan for health care during retirement?
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
When you retire, how will you treat your next chapter?