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.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
To choose a plan, it’s important to ask yourself four key questions.
Healthy habits are one of the greatest gifts to give your child.
The item most homeowners forget on their home improvement project checklist is insurance.
Understanding the value of a home warranty.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps estimate your federal estate tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess whether you are running “in the black” or “in the red” each month.
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.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
That big list of dreams and goals isn't the only way to look at your bucket list.
Here is a quick history of the Federal Reserve and an overview of what it does.
How do the markets usually react to elections? Was the 2016 election any different?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A special needs trust helps care for a special needs child when you’re gone.