|
3110 CoMMERCIAL Ave, Ste 102B, Po Box 127 Anacortes, WA 98221 Phone:360-293-9505 Fax:360-982-2329 |
|
Tax Services |
|
Many clients would prefer to be able to have their investments managed by the same office that prepares their taxes. Unfortunately, most CPA’s lack the education and experience required to properly manage a clients porfolio. Similarly, most CFP’s lack the education and experience to help minimize a client’s tax liability. We are proud to be one of a handfull of financial practices that have both the education and experience to handle both aspects of your finances. We offer our our clients a 10% discount on their tax planning and tax preparation fees when combined with our other services such as investment planning and financial services. Call today to set up an appointment to get started on next years tax return or view and print the following documents that will help get us get started preparing your tax return.
|
|
Investment Services
|
|
3110 CoMMERCIAL Ave, Ste 102B, Po Box 127 Anacortes, WA 98221 Phone:877-477-1065 360-293-9505 Fax:360-982-2329 |
|
Personal Service……. …….Professional Advice
To us, that isn’t just an empty phrase. Personal service and professional advice are the foundations on which we have built our business. We truly believe that what sets us apart from other service companies is our commitment to our clients. We strive to be available to our clients regardless of our hours and to quickly take care of their needs. In today’s volatile and fast-paced environment, advice you can trust is critical in helping you make good decisions. Don’t settle for a less experienced representative who doesn’t at least carry the CFP or CPA designation. Whether you need help with your portfolio, income taxes, or accounting, there are many un-chartered dangers to be aware of. Don’t rely on the lighthouse for navigation when you are close to the cliffs. We can help you determine your destination, plan the best route, and set your course. We will also perform “dead reckoning” to make sure you are on track towards your destination. |
|
Todd Wiersum, CPA
Email: For Accounting Services Only:
todd@encompass.tax
|
