Business Details
15 Years
experience
Your Trusted Partner for Accounting & Tax Solutions in Vancouver, WA
At Nelson & Swaite, CPAs, we are dedicated to providing personalized accounting services tailored to the unique needs of growing businesses. Founded in 2011, our firm prioritizes proactive tax planning, deep client relationships, and technological innovation to deliver year-round support. Our team of experienced CPAs combines decades of expertise with a commitment to understanding each client's operations firsthand through on-site visits and cloud-based solutions. We specialize in federal, state, and local tax compliance, QuickBooks training, payroll processing, and strategic financial guidance. Our paperless, technology-driven approach ensures efficiency while maintaining accessibility for timely client support.We differentiate ourselves by focusing on comprehensive business understanding rather than transactional relationships, offering free personalized tax return consultations to ensure clarity. Our advisory alliance with Wealthbridge Advisors extends financial planning resources to our clients. With over 30 years of combined experience, we serve as strategic partners rather than mere accountants. Our dedication to continuous education ensures clients benefit from the latest tax-saving opportunities and technological advancements. We measure success through our clients' ability to manage their businesses with confidence and financial clarity.
Services
Tax Planning
Cloud Consulting
QuickBooks Setup
Payroll Processing
Financial Advisory
Details
- Year established: 2011
Highlights and features
- We offer 30+ years of combined CPA experience in business taxation
- We provide on-site operational assessments for tailored solutions
- Our paperless cloud systems enhance accounting efficiency and accessibility
- We include free personalized tax return consultations with every client
- We maintain strategic financial partnerships for comprehensive client support
Services
Tax Planning
Our customized tax planning services combine proactive federal and state compliance strategies with personalized business analysis. We specialize in multi-jurisdictional tax returns, audit representation, and year-round tax-saving opportunities. Our CPAs deliver free in-person return consultations to ensure complete understanding of all filings.
Cloud Consulting
We implement secure cloud-based accounting systems tailored to business needs. Our services include data migration, system customization, and ongoing support for real-time financial access. Our paperless infrastructure reduces administrative burdens while maintaining compliance and data security for remote operations.
QuickBooks Setup
Our QuickBooks specialists configure accounting systems for optimal efficiency. We provide initial setup, process automation, report customization, and staff training. Our goal is to eliminate software confusion through personalized implementation that matches each business's unique operational requirements.
Payroll Processing
We handle complete payroll administration including tax calculations, regulatory filings, and payment processing. Our services cover federal/state withholding, unemployment insurance, and year-end reporting. We ensure compliance with evolving labor laws while simplifying payroll workflows through technology integration.
Financial Advisory
Our advisory services focus on cash flow optimization, budgeting strategies, and succession planning. We collaborate with Wealthbridge Advisors to offer complementary financial planning resources. Our approach combines operational insights with tax expertise to support long-term business sustainability.
People
Gregory J. Nelson
CPA
With over 30 years of tax expertise, Gregg Nelson specializes in federal and state compliance strategies. His technology-forward approach drives our paperless operations while maintaining personalized client support through regular on-site visits and strategic consultations.
Jami L. Satterthwaite
CPA
Jami Satterthwaite combines operational innovation with meticulous attention to detail. She pioneered our cloud-based accounting systems and focuses on improving client efficiency through process optimization and technology implementation for growing businesses.
Liliya P. Mulyar
CPA
Liliya Mulyar provides holistic financial guidance, emphasizing client-centric solutions that balance business success with personal lifestyle goals. Her analytical approach ensures comprehensive tax strategies that support both professional and personal financial well-being.
Questions
What accounting services do you specialize in?
We specialize in business tax planning and preparation, cloud accounting implementation, QuickBooks setup, payroll processing, and financial advisory services tailored to growing businesses.
How do you support business owners with tax compliance?
We provide proactive tax planning, multi-jurisdictional compliance filings, audit representation, and free in-person return consultations to ensure complete understanding of all tax obligations.
Do you offer technology consulting for accounting systems?
Yes, we implement secure cloud-based accounting solutions with data migration, system customization, and ongoing support to improve financial workflow efficiency and accessibility.
How do you handle payroll tax requirements?
We manage complete payroll administration including federal/state withholding calculations, regulatory filings, unemployment insurance, and year-end reporting compliance for businesses of all sizes.
What makes your firm different from other CPAs?
We combine 30+ years of tax expertise with on-site operational assessments, technology-driven solutions, and personalized financial strategies that prioritize long-term business sustainability over transactional relationships.
