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 Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Beware of these traps that could upend your retirement.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
To choose a plan, it’s important to ask yourself four key questions.
How long does a $20 bill last?
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
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 visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Making the most of surprises is a great reason to work with us.
Have you found yourself suddenly single? Here are 3 steps to take right now.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.