We are a boutique CPA firm based in Seattle, proudly serving clients for over 40 years. We provide thoughtful tax planning and preparation grounded in experience, care, and a deep understanding of each client’s unique circumstances.

We work with individuals, families, and small businesses, offering tailored tax and preparation services. While our practice spans many areas of taxation, we bring deep expertise in estate and trust tax planning and preparation, guiding clients through complex and often sensitive matters with clarity and a long-term perspective.

We take pride in providing attentive, responsive service with a truly client-first approach. Over the years, we’ve built lasting relationships based on trust, attention to detail, and a genuine commitment to helping our clients make informed financial decisions.

In today’s complex and ever-changing tax environment, having a knowledgeable and dependable advisor is more important than ever. Our goal is to provide practical guidance and thoughtful tax support to help you navigate change, plan ahead, and move forward with confidence - today and for generations to come.