Empowering You to Make Informed Financial Decisions
Seeley & Associates is a trusted financial services firm based in Issaquah, WA, specializing in integrated tax and retirement planning. Our dedicated team of professionals has more than four decades of combined experience in the tax and financial services industries, making us the go-to source for comprehensive financial guidance. Our integrated approach allows us to provide personalized advice on investment options and their corresponding tax implications, enabling our clients to make informed decisions confidently. At Seeley & Associates, we treat our clients like family, providing objective and honest advice based on a deep understanding of their unique tax and financial situations.
Our Services
At Seeley & Associates, our primary goal is to help you preserve and grow your assets through our extensive range of tax and retirement planning services. Our service offerings include:
- Tax Planning and Preparation: Our certified public accountants are committed to ensuring that our clients pay the least amount of taxes required by law. We help you navigate the complexities of tax laws and optimize your deductions, credits, and other tax-saving opportunities, resulting in significant savings over time.
- Retirement Planning: Our CERTIFIED FINANCIAL PLANNER professionals, led by Debbie Seeley, specialize in creating customized retirement plans that maximize your retirement income sources and minimize your tax liabilities to ensure a worry-free and enjoyable retirement. Our expertise in investment vehicles and tax planning makes us uniquely qualified to provide the most effective and efficient strategies for your needs.
- Integrated Tax and Retirement Planning: We take pride in providing a truly integrated tax and retirement planning solution that considers all aspects of your financial picture for a more holistic and efficient approach. Our combination of tax and retirement planning expertise allows us to identify and leverage the different tax implications of various financial decisions throughout the retirement planning process.
- Ongoing Advice and Support: We believe that a successful financial strategy requires continuous monitoring and adjustments to changing circumstances. We are readily available year-round to answer your tax and financial questions at no additional charge, empowering you to make informed decisions confidently based on the latest facts and trends.
Meet the Team
At Seeley & Associates, we take pride in our dedicated team of experienced professionals. Our roster includes Debbie Seeley, a certified public accountant and CERTIFIED FINANCIAL PLANNER professional, Yasmine Ureta, a CPA, Dirk Petersen, a tax professional, Connie McGuiggan, an accountant, and Fiona and Gigi, our office staff. Together, our team is committed to delivering exceptional service that exceeds our clients' expectations. We invite you to learn more about us HERE.
Overall Experience
The reviews of Seeley & Associates are mixed, with some clients describing their experience as excellent, while others were extremely dissatisfied.
Professionalism and Service
Some reviewers praised the professionalism and helpfulness of the staff, particularly Debbie Seeley and her team. For instance, Jeanette Marchand appreciated how they handled her mother's taxes, and Samantha Germann enjoyed her interactions with Debbie for her tax preparation and financial advice. On the other hand, Shama Keskar complained about poor service and rudeness, while Brad Epker experienced a stressful and ineffective communication with Deb Seeley.
Communication and Honesty
Communication issues were a common problem, with several clients expressing frustration about appointment scheduling, no-shows, and poor follow-up. Yasmine's missed appointment and lack of apology caused disappointment for Liz DiLoreto, and Debbie Seeley's argumentative behavior towards Brad Epker during the audit process added to his stress.
Recommendation
Despite some negative experiences, several reviewers highly recommend Seeley & Associates, citing their professionalism, knowledge, and helpfulness. Jeanette Marchand, Samantha Germann, and Robbie Robinson all praised the company, while Erin R. appreciated Debbie's care and attention to detail.
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