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Your personal commitment to financial success

Vander Wegen & Associates, Inc., PS has been a vital part of the Mason - Thurston County business community since it was founded in Shelton in 1968. Our firm provides a full range of services including Estate planning, Tax Planning and compliance, Individual and For Profit corporations, Not-for-Profit corporations, Financial reporting, Business consultation, Quickbooks, Sage and other software support, and Bookkeeping services. Our staff is comprised of two certified public accountants and support personnel. We have a long-standing commitment to serving not-for-profit and local organizations. In remaining a small, local firm, we have been able to carve our niche in the area while maintaining our high quality of personalized service. Our CPAs are members of the Washington Society of Certified Public Accountants.

Our Team

Nancy Kissner, CPA, Partner In-Charge, has worked for the firm since 1982. She is the tax partner responsible for trusts and estates. Nancy is committed to "wealth retention" through financial planning for the individual and family. Her work with clients includes evaluating personal risk levels and dreams for the future. In addition, to working with clients on the individual level, Nancy's abilities include accounting for small retail establishments to large manufacturing firms. She has helped to establish and maintain non-profit agencies and private operating foundations. As a Partner In-Charge, Nancy is responsible for the maintenance of our firm's quality control policy, which includes all aspects of supervision, training, and support. Education includes a Bachelor of Arts in Business Administration from the University of Washington, and she holds the designation of Certified Public Accountant. She is also a member of the Washington Society of Certified Public Accountants.

Tax Tip

To Turbo Tax or not to Turbo Tax? That is the question. If your income consists of W2 wages, 1099 interest and dividend income, and your deductions are 1098 mortgage interest and real estate taxes; I would give Turbo Tax and electronic filing a shot. HOWEVER - Children as exemptions, head of household, earned income credit - these are some common issues where we can be of help because we are aware of the current changes in tax law. Did the company you own stock in have an acquisition or merge? Do you know how to allocate the cost basis? Do you receive a K-1? K-1s do not always contain the detail needed to properly file your tax return. A K-1 will not contain what portion of your distribution or loss is in excess of basis. Turbo Tax may not ask all the questions. Has your life undergone change? Are you aware of the changes in tax law that may affect you? Would you like to talk about your investments and whether or not they take advantage of the current tax law? Would you like to discuss plans for retirement? Our costs are very competitive and reasonable. Please let us help you.

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