Business Details
Your Trusted Partner for Accounting Solutions in Shelton
We are a full-service accounting and financial consulting firm dedicated to providing professional, personalized services to clients throughout the South Puget Sound region. With decades of combined experience, our team specializes in tax planning, compliance, financial reporting, and business advisory services. We prioritize professionalism, responsiveness, and quality, ensuring clients receive tailored solutions for their unique financial needs.Our expertise spans industries including construction, healthcare, law, and nonprofit organizations. We maintain deep knowledge of evolving tax regulations to keep clients informed and prepared. Through comprehensive financial planning, audit support, and QuickBooks services, we help individuals and businesses build a solid foundation for long-term success.
Services
Tax Preparation
Accounting Services
QuickBooks Setup
Financial Planning
Audit Support
Payroll Services
Business Advisory
Cryptocurrency Accounting
IRS Representation
Estate Planning
Highlights and features
- We offer 30+ years of CPA expertise in tax and financial consulting.
- Our team provides rapid response to client requests with personalized service.
- We specialize in industry-specific solutions for construction, healthcare, and law firms.
- Our services include comprehensive audit support and IRS representation.
- We combine technical expertise with clear, client-focused communication.
What people say
Rapid response
Professional expertise
Clear communication
Successful audits
Tailored solutions
Services
Tax Preparation
We prepare accurate individual and business tax returns while maximizing deductions and credits. Our team stays current with federal and state tax laws to ensure compliance. Clients receive strategic planning to minimize liabilities and optimize refunds through electronic filing and timely submissions.
Accounting Services
Comprehensive accounting solutions include payroll processing, financial statements, and internal controls. We help businesses maintain organized records, improve cash flow, and meet regulatory requirements. Our services support informed decision-making through detailed financial analysis and reporting.
QuickBooks Setup
We configure QuickBooks systems tailored to business needs, including chart of accounts and payroll integration. Our setup ensures accurate financial tracking from day one. We provide training and ongoing support to optimize software use for accounting, tax, and management purposes.
Financial Planning
Personalized financial plans address retirement, estate, and investment goals. We analyze risk tolerance, tax implications, and income strategies to create sustainable wealth preservation frameworks. Services include Roth IRA conversions and retirement income distribution planning.
Audit Support
We provide expert representation during IRS audits, handling correspondence and negotiations. Our team minimizes liability risks through documentation preparation and compliance verification. Services include appeal support and resolution of tax disputes for individuals and businesses.
People
Michael Wittenberg
CPA/Owner
With over 30 years in public accounting, Michael specializes in tax planning and business consulting. He serves diverse industries and contributes to local organizations as a board member. He graduated with honors from the University of Washington.
Kristy Coots
Staff Accountant
Kristy provides payroll and accounting services, leveraging prior small business ownership experience. She joined the firm in 2016 after working with the Chamber of Commerce. She focuses on excise reporting and administrative support.
Victoria Black
Staff Accountant
Victoria joined in 2019, offering bookkeeping expertise from local nonprofit experience. She holds an Associate Degree in Accounting Technology and manages payroll and office operations in Shelton.
Pam Callea
Staff Accountant
Pam joined in 2023, bringing full-charge accounting experience from Olympia businesses. She earned her Associate Degree in Science and specializes in payroll, tax reporting, and accounting reviews.
Samantha Tatum
Staff Accountant
Samantha transitioned to full-time in 2022 after 15 years in nonprofit financial operations. She holds advanced degrees in accounting and nonprofit management, focusing on tax preparation and annual reviews.
Questions
What accounting services do you offer for small businesses?
We provide payroll, financial statements, cash flow analysis, budget forecasting, and internal controls tailored to small business needs.
How can you help with IRS audit representation?
Our team handles all audit correspondence, minimizes liability risks, and represents clients during IRS negotiations and dispute resolutions.
Do you offer QuickBooks training and setup?
Yes, we configure your accounting system, train staff, and provide ongoing support for optimal QuickBooks implementation.
What tax planning services are available?
We offer strategic tax planning to minimize liabilities, including deductions, credits, and compliance strategies for individuals and businesses.
How do you support nonprofit organizations?
We provide specialized accounting, tax compliance, and budget planning services tailored to nonprofit financial management needs.
What industries do you specialize in?
We serve construction, healthcare, law firms, dentists, manufacturers, and real estate professionals with industry-specific expertise.
