|tax planning


There is no substitute for good tax planning. Hate surprises at the end of the year?  So do we! Work with us to help you set and reach your realistic goals without the panic rush at the end of the tax season.


Tax planning requires carving out some time to spend with your tax professional and your investment planner to explore various tax strategies that can help you avoid unnecessary negative impacts on your plans from taxes.  It starts by gathering all the pertinent information of your income sources, investment vehicles, assets and insurance products and applying them to your future plans, aspirations, and goals, with taxes in mind. There is no app for that!  We work closely with your investment planner to ensure you have the best overall, holistic solution and no surprises in store when it comes to tax impact.

Mailing Address:

PO Box 846,

Poulsbo, WA, 98370

Office Location in Washington:

19301 8th Ave. NE  Suite D

Poulsbo, WA. 98370

Office Location in California:

3550 Stevens Cr. Blvd. #330

San Jose, CA. 95117

CALL TOLL FREE: 866-273-4889

Poulsbo Phone: 360-779-3506

Poulsbo Fax: 360-779-3860

San Jose Phone: 408-236-2444

San Jose Fax: 408-236-2484

Office Hours: 8:30am - 5:00pm M-F

For credit card payments on your account or make inquiries please contact our office during office hours.

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