Secure Client Portal
Our Secure Portal allows 24-hour access to your data
We're dedicated to providing small businesses with dependable results, timely and complete service, and advice you can trust.
We leverage the top in accounting technology to work efficiently, providing our employees with a comfortable work environment that acknowledges the importance of family first. We're also committed to making our community a better place, with a climate that supports business success.
More About Us
Managing Partner and financial statement specialist
Our latest partner and tax specialist
Tax specialist, helping you plan for your success.
Strong in both tax and accounting, Ashley helps supervise our financial statement processes.
Coordinating the worlds of tax, bookkeeping and payroll
Financials and tax returns
Keeps the tax returns rolling all season long!
As our firm administrator, Erika keeps us organized and smiling to the world.
Quick thinker and an even faster worker
Helping keep your books clean and your taxes reported correctly.
Helping lead our tax department
Eager, friendly and a quick learner.
Helping keep your books clean and your taxes reported correctly.
Helpful, thorough and a quick study
She loves a challenge!
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Talk to us before a big transaction comes up. We'll help you avoid a tax surprise.
Starting, buying or selling a business? We can help make the process smoother.
If you need financing to expand your business, we can provide the financial statements lenders require.
The two things in life that are certain are death and taxes. We can help with one of those.
Do what you're good at - making money! Leave the books and records to us.
Partnerships are tough. We can help advise you on structures that might save your business...and relationships.
Our remote assistance tools let us help you from our office. No need to have us travel to your site, and you don't have to clean your office because company's coming!
We deliver your products via a secure portal, allowing you to access them at your convenience. You can also use the File Exchange feature to upload documents to us securely.
Solutions
Solutions for your business!
We know the challenges you face. Get the benefit of our experience by contacting us today.
700 Lincoln Street, Suite 200
Kelso, WA 98626
Information We Collect
Our site isn't designed to collect anything in particular about you. A web server, by its nature, will collect information like an IP address. We don't do anything with that info. If you choose to fill out our contact form to email us a question, you'll be asked to provide your name, phone number and email address, which will be included in the message we get. We'll use that solely to contact you in response to your question.
Client Information
If you're our client, we obtain information about you from documents you provide, interviews with you, and public sources like the county assessor's site. Our professional standards and our personal ethics prohibit us generally from disclosing that information to anyone without your consent. There are limited exceptions to this rule, like when we receive a valid subpoena for records, we merge with another firm, or when we undergo peer review. We will also share your information with our software provider when we file electronic tax returns on your behalf. The service provider is not allowed to use or share your information to anyone but the tax authority to which the return is directed.
Security of Nonpublic Information
Except as mentioned above, we restrict access to your nonpublic information to members of our firm. We don't provide it to other affiliates that might want to sell you anything. We also maintain physical, electronic and procedural safeguards to guard your information from unauthorized access, alteration, or premature destruction.
Balanced Lives
We commit to helping our staff maintain a balance between family and work that leans toward the family. We believe if we take better care of ourselves, we can take better care of you. Also, our bookkeeping services help give business owners more time with their families, not mired in the details they're probably not trained for.
Top Quality Service
We're committed to treating you like you're our #1 client, responding quickly when you call, and keeping you updated on the things that will affect you.
Industry-leading timeliness
When you bring us your tax return information during our busy season, we commit to completing your return within two weeks.
Efficient Production
Scared of hourly billing? We don't waste our time or your money, completing your project with as little time as is possible.
Technological Leaders
Our efficiency is driven by our commitment to investing in technology, and leveraging it to allow us to meet our other commitments. We've been a paperless office since 2005.
Fair Pricing
We're not trying to be the Walmart of CPA firms, but we make sure our pricing is reasonable, competitive and fair.
Community Service
We believe in giving back to the community. Our employees are serving as presidents and board members of local charities like Life Works, Community House, Kelso Rotary, and the Kelso-Longview Chamber of Commerce. You might even find the Tallest Mayor in the State of Washington lurking in our office.
