Kirkland, WA

Welcome!  Thank you for visiting our website. We are very excited about this website and also our downtown Kirkland office location, just east of Park Place Center. In addition to providing you with a profile of our firm and the services we provide, this website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.

As you browse through our website, you will see that not only have we highlighted background information on our firm and the services we provide, but have also included useful resources such as informative articles (in our Newsletter section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external websites that we felt would be of interest to our clients and visitors (in our Internet Links section).

While browsing through our website, please feel free to contact us with any questions or comments you may have - we'd love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.

If you would like to securely send tax information to our office, please use the "LINKS" tab to securely send your files and sensitive documents.  Please do not send documents with your Social Security number unless sent using a secure link. 

Additionally, the IRS will NOT phone you and demand payment.  Scam calls and emails using the IRS name persist.  Just hang up.  The IRS will contact you by mail if they need something.

Before visiting our office, please call for our COVID protocol.