Jeff Baker & Associates

Business Details

45 Years

experience

Certified Tax & Accounting Services in Tacoma

Jeff Baker & Associates has been a trusted partner in financial and tax services for over four decades, serving individuals and businesses across Tacoma and Pierce County. Our team of certified public accountants brings a wealth of experience and a personalized approach to every client relationship, focusing on transparency, reliability, and results-driven solutions. Founded in 1981, our firm is built on core values of positivity, adaptability, and collaboration, ensuring that each client receives tailored guidance for both personal and business financial success. We specialize in navigating complex tax situations, offering expertise in IRS representation, estate planning, multi-state filings, and business consulting.

Our commitment to ongoing education and local market knowledge allows us to provide proactive advice that aligns with evolving regulatory landscapes. With a focus on community involvement and long-term client partnerships, we prioritize clear communication and ethical standards to build lasting trust. From tax preparation to strategic financial planning, our services are designed to enhance lives and foster sustainable growth for every client we serve.

Services

Tax Preparation IRS Representation Estate Planning Business Consulting Multi-State Filings QuickBooks Support Financial Reporting Tax Credit Services Rental Property Tax Retirement Planning

Details

Year established: 1981

Highlights and features

We provide over 40 years of experience in complex tax and accounting solutions
Our team delivers personalized service with local market expertise in Tacoma
We offer proactive planning to minimize tax liabilities and maximize financial opportunities
Our CPAs specialize in IRS audit representation and multi-state tax compliance
We prioritize client education and transparent communication for lasting trust

Associations and certifications

What people say

Experts in complex tax situations Responsive and professional service Proactive financial guidance Trusted advisors for decades Efficient IRS representation

Website

Update Listing

Services

Tax Preparation

Our tax preparation services ensure compliance while optimizing deductions for individuals and businesses. Specializing in complex scenarios including rental properties, self-employment income, and multi-state filings, we provide accurate returns with strategic planning. With over 100 years of combined CPA experience, we help clients maximize refunds and minimize liabilities through proactive year-round advisory.

IRS Representation

We offer expert IRS representation for audits, collections, and tax debt resolution. Our CPAs navigate federal and state tax controversies, ensuring proper documentation and negotiation. With decades of experience in audit defense, we protect client interests while resolving issues efficiently. Our services include streamlined communication with tax authorities and implementation of payment plans when required.

Estate Planning

We provide comprehensive estate planning services including trust establishment, asset transfer strategies, and tax-efficient legacy planning. Our team guides clients through probate processes and business succession planning to ensure smooth intergenerational wealth transfer. Focused on minimizing estate taxes and preserving family assets, we create customized plans aligned with long-term financial goals.

Business Consulting

Our business consulting services cover financial reporting, tax strategy, and operational planning for startups and established companies. We specialize in industry-specific solutions for construction, healthcare, and real estate sectors. With tailored QuickBooks support and cost segregation analysis, we enhance profitability through strategic tax planning and compliance management.

Multi-State Filings

We handle complex multi-state tax filings for businesses operating across state borders. Our expertise includes nexus determination, apportionment calculations, and compliance with varying state regulations. By maintaining accurate non-resident filings and coordinating with local jurisdictions, we minimize compliance risks while optimizing tax positions for geographically diverse operations.

People

Nicole Fisher

President

Nicole Fisher, CPA and President, leads with strategic vision and client-focused solutions. With expertise in business tax planning and community engagement, she drives team development and client success. Her leadership combines technical excellence with a commitment to personalized service.

Rick Peterson

CFO

Rick Peterson, CPA and CFO, brings four decades of experience in taxation and financial planning. Specializing in partnership taxation and client advisory, he provides technical expertise while mentoring staff. His approach balances analytical precision with accessible client relationships.

Jeff Baker

CEO

Jeff Baker, CPA and CEO, founded the firm in 1981 and oversees strategic growth. With a focus on professional development and community service, he maintains client relationships while guiding firm operations. His leadership emphasizes integrity and long-term client success.

Caroline Morales

Director of Operations

Caroline Morales, CPA and Director of Operations, manages firm operations and client service delivery. Her background in business taxation and financial consulting supports both clients and team growth. She combines technical excellence with personalized client interactions.

Jeffrey Jackson

Client Manager

Jeffrey Jackson, CPA and Client Manager, specializes in accounting and tax advisory services. With over a decade of experience, he provides strategic solutions for business clients. His approach focuses on practical financial guidance and client education.

Questions

How do I prepare for an IRS audit?

We recommend organizing all relevant documents and ensuring financial records are accurate. Our team will represent you, prepare responses, and ensure compliance with audit requirements.

What tax credits are available for small businesses?

Common credits include the Employee Retention Credit, Work Opportunity Tax Credit, and energy efficiency incentives. We help identify applicable credits to reduce tax liabilities.

How does multi-state tax filing work for my business?

We determine tax obligations in each state where you operate, manage filings, and ensure compliance with varying regulations to minimize double taxation.

Can you help with rental property tax complexities?

Yes, we optimize depreciation schedules, handle 1031 exchanges, and manage cost segregation studies to maximize returns on real estate investments.

What estate planning services do you offer?

We provide trust creation, asset transfer strategies, and tax-efficient inheritance planning to preserve wealth and ensure smooth succession for families and businesses.

Do you offer QuickBooks consulting for small businesses?

Yes, our certified Pro Advisor team provides setup, training, and ongoing support to optimize QuickBooks for accurate financial management and reporting.