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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.  We endeavor to continue to provide the highest quality professional service and guidance.

As you browse through our website, you will see that we have highlighted background information on our firm and the services we provide. We have also included useful resources such as informative articles (in our Newsletters 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 think would be of interest to our clients and visitors (in our Links section).

Contact Information

Olympia: 360-786-8080 • Fax: 360-786-5627 824 State Ave NE, Olympia WA  98506

Tacoma : 253-272-1555 • Fax: 253-272-7051 2412 North 30th Street, Suite 201, Tacoma WA  98407

Bellevue: 425-990-6446 • 601 108th Ave NE #1900, Bellevue WA  98004

BDO Alliance USA

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Combine your investment information from multiple accounts into a single location, and provide your tax professional access to your yearly gain / loss data for the preparation of your tax return. Get accurate cost basis, capital gain tax lot data, and trade decision tools that maximize your after tax returns, providing better results for your investment portfolios.
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