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.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Good employee health can be great for the company’s bottom line.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
For many, retirement includes contributing their time and talents to an organization in need.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Four vacation destinations you might never have thought of.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
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.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
If you died, what would happen to your email archives, social profiles and online accounts?
There are a few things to consider when buying or leasing your next vehicle.
Here’s a crash course on saving for college.
A bucket plan can help you be better prepared for a comfortable retirement.
What are your options for investing in emerging markets?
Making the most of surprises is a great reason to work with us.