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.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Tax preparation may be the perfect time to give the household budget a check-up.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
There are things about Social Security that might surprise you.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to better see the potential impact of compound interest on an asset.
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.
How federal estate taxes work, plus estate management documents and tactics.
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.
Around the country, attitudes about retirement are shifting.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
You’ve made investments your whole life. Work with us to help make the most of them.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
When markets shift, experienced investors stick to their strategy.