Business Details
37 Years
experience
Expert Accounting & Tax Services in Bellingham, WA
Founded in 1989, our firm has grown exclusively through client referrals, reflecting our commitment to exceptional service. We employ four certified professionals and one para-professional, serving over 800 clients with expertise in tax, accounting, and financial guidance. Our team combines decades of experience in IRS resolution, payroll management, and business consulting. We prioritize proactive financial planning for individuals and comprehensive accounting support for businesses, including entity selection and software implementation. Our local expertise in QuickBooks and MAS90 systems ensures tailored solutions for small to medium enterprises.With a focus on transparency and personalized service, we address complex tax challenges and offer strategic business advice. Our team's deep roots in Bellingham and dedication to community hospitality enhance our client relationships. We maintain technical excellence through continuous professional development and certifications. Our office environment fosters collaboration while maintaining rigorous standards of accuracy and compliance. This combination of experience, technology, and client-centric values defines our approach to accounting services.
Services
Tax Return Preparation
Payroll Services
IRS Resolution
Bookkeeping
QuickBooks Support
Business Consulting
Financial Planning
Entity Selection
Audit Assistance
Details
- Year established: 1989
Highlights and features
- We offer 35+ years of local accounting expertise with proven IRS resolution success
- Our team includes four certified CPAs and specialized QuickBooks professionals
- We provide holistic financial guidance beyond basic tax compliance
- Our client-driven growth reflects consistent satisfaction through word-of-mouth referrals
- We combine technical expertise with personalized service in a collaborative environment
Associations and certifications
- CPA (Certified Public Accountant)
Services
Tax Return Preparation
We prepare individual, corporate, partnership, and nonprofit tax returns with meticulous attention to compliance and deduction optimization. Our CPAs ensure accurate reporting while identifying tax-saving opportunities. Clients receive strategic guidance to minimize liabilities and avoid penalties through proactive year-round planning.
IRS Resolution
Our specialists negotiate with the IRS on installment agreements, audits, and Offers in Compromise. We represent clients during examinations and resolve back tax debt through proven strategies. This service helps businesses and individuals achieve compliant status while protecting financial interests.
QuickBooks Support
We implement, customize, and maintain QuickBooks systems for small businesses. Services include file setup, data cleanup, training, and ongoing technical support. Our expertise ensures accurate financial tracking and streamlined accounting processes tailored to specific business needs.
Payroll Services
We manage complete payroll cycles including tax filings, W-2 processing, and compliance reporting. Our services cover Washington state excise tax returns and 1099 reporting. Clients receive accurate, timely payroll processing with expert guidance on compensation structures.
Business Consulting
We provide strategic financial guidance for business decisions including asset purchases, ownership transitions, and operational improvements. Services include financial statement analysis, internal control reviews, and succession planning to enhance business performance and sustainability.
People
Marlysbourmcpa
Founder
CPA with 35+ years experience, founder of the firm. Specializes in tax strategy and IRS resolution. Balances family life with professional excellence while maintaining technical proficiency in accounting standards.
Paul Assink
CPA
Certified cross-border tax expert with 20+ years in accounting. Manages payroll tax reporting and technical support. Combines outdoor enthusiasm with professional dedication to client service and software solutions.
Jessica Nevins
CPA
Experienced tax preparer and HR manager. Focuses on IRS issue resolution and office operations. Balances family life with community involvement while maintaining CPA certification and client service excellence.
Adam VanderHeiden
CPA
Specializes in payroll processing and tax returns. Combines technical expertise with client-focused approach. Active in community while maintaining software proficiency and continuing professional education.
Kimberly Monks
Bookkeeper
Experienced bookkeeper with farm-to-business transition background. Provides full-charge bookkeeping services while leveraging accounting software expertise. Focuses on client collaboration and financial accuracy in daily operations.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive services including bookkeeping, payroll processing, financial reporting, entity selection, IRS resolution, and QuickBooks implementation tailored to small businesses.
Do you handle IRS audit representation?
Yes, we specialize in IRS audit defense, installment agreements, and Offer in Compromise negotiations with proven success resolving tax disputes.
Can you help with QuickBooks setup and training?
We offer complete QuickBooks setup, ongoing support, and customized training for businesses of all sizes to ensure accurate financial management.
What makes your firm different from other accounting services?
Our combination of CPA expertise, personalized service, 35+ years of local experience, and technology-focused solutions creates unique value for clients.
Do you provide financial planning services for individuals?
Yes, we offer tax planning, retirement strategies, debt analysis, and budgeting guidance to help individuals achieve financial security.
