Business Owners + Individuals

Strategic Planning

The future is approaching, are you ready? Whether you have a good plan, a poor plan or no plan at all, strong guidance from a patient professional can help take the worry out of retirement. It might seem overwhelming and complex, but we have the knowledge and tools to help you not only draw up a realistic roadmap but actually guide you down the path toward comfort and stability.

Strategic Planning: Patience can lead to Significant savings

Keeping it simple doesn’t always provide the best results.

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News & Insights

News and insights

The Long-Term Care Trust Act: The Country’s First State Program to Help Pay for Long-term Care

By Tina Keller, Staff Accountant, Falco Sult In April 2019, Washington state made history by passing the country’s first state program to help pay for long-term care.…

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New Business For Sale: Regional Café Restaurant Chain Company, Puget Sound Area

Cafés specializing in high quality traditional breakfast, lunch and dinner menu, with local cuisine made from scratch available for purchase. With 7 locations in the Puget Sound…

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Upcoming Deadlines

Upcoming deadlines



Trust/Estates If you requested/obtained a 5 1/2-month tax extension, file your income tax return (Form 1041) and pay any tax due by this date.

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Individuals If you requested/obtained a 6-month tax extension, file your income tax return (Form 1040, 1040A, or 1040EZ) and pay any tax due by this date. Corporations…

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