Joseph & Associates

A Team of Experienced Professionals Committed to Financial Success

Joseph, Williams, Lane & Associates, LLC provides comprehensive tax and financial planning services to individuals and closely held businesses in the Greater Seattle and Kitsap County area. With over 40 years of combined experience, our team of dedicated professionals will partner with you to minimize your tax burden, make informed financial decisions, and maximize your prosperity.

Our Approach

We take a proactive, personalized approach to understanding your financial goals and concerns. We believe in working alongside you, not just reacting to financial situations. Our experienced professionals will take the time to get to know you, your business, and your unique financial situation. We'll work together to develop a customized plan that aligns with your specific needs and aspirations.

Areas of Expertise

• Individual Taxes: Comprehensive tax preparation, planning, and guidance for individuals of all income levels.
• Closely Held Businesses: Specialized expertise in tax compliance and planning for businesses owned by individuals or families.
• State & Local Taxes: Assistance with state and local tax filings, including sales tax, property tax, and various local fees.
• Tax Planning & Strategies: Development of comprehensive tax plans that take advantage of available deductions, credits, and retirement options.

Our Team

Our team consists of seasoned professionals who are passionate about helping clients achieve financial success.

Melissa A. Lane, EA: With over 20 years of experience, Melissa specializes in tax planning and compliance for high net-worth individuals and closely held businesses.

Carrie M. Williams, CPA: Carrie brings extensive experience in individual taxation and closely held businesses to the team.

Our Commitment

At Joseph, Williams, Lane & Associates, LLC, we are committed to:

• Providing personalized attention and making ourselves easily accessible to our clients.
• Delivering accurate and timely information and updates throughout the process.
• Using our expertise to help you make informed financial decisions.
• Building lasting relationships with our clients and becoming trusted advisors.