Business Details
11 Years
experience
Your Trusted CPA for Personalized Tax & Financial Planning
As a locally rooted CPA firm in Port Townsend, we combine deep community ties with specialized expertise in tax and financial planning. With over a decade of experience in accounting, including a focus on international tax scenarios and nonresident aliens, our practice prioritizes personalized service tailored to each client's unique needs. We emphasize proactive tax strategies, leveraging continuous education on evolving tax laws to minimize liabilities while fostering long-term financial security.Our approach integrates cash flow analysis, retirement projections, and legacy planning, supported by modern digital tools for seamless client communication. We are committed to creating a judgment-free environment where clients feel empowered to discuss financial matters openly, ensuring solutions align with their personal and professional goals.
Services
Tax Preparation
Cash Flow Planning
Retirement Planning
Estate Planning
Multi-state Returns
Details
- Year established: 2015
Highlights and features
- We provide year-round tax advisory services, not just seasonal preparation.
- Our practice specializes in complex returns for fiduciaries and multi-state filers.
- We offer tailored financial projections to ensure long-term asset sustainability.
- Our boutique approach eliminates 'one-size-fits-all' financial advice.
- We prioritize electronic communication to accommodate modern workforce needs.
Associations and certifications
- Certified Public Accountant (CPA)
What people say
Personalized approach
Tax expertise
Proactive planning
Judgment-free environment
Services
Tax Preparation
Comprehensive tax preparation for individuals, fiduciaries, and multi-state returns. Our service includes trust and estate tax filings, with a focus on minimizing liabilities through proactive planning. We specialize in complex scenarios requiring international tax expertise.
Cash Flow Planning
Personalized cash flow projections to assess financial sustainability. We analyze assets, liabilities, and spending patterns to create long-term income/expense forecasts, helping clients understand asset longevity and optimize financial decisions.
Retirement Planning
Custom retirement planning incorporating tax-efficient withdrawal strategies and asset allocation. We develop multi-year projections to ensure financial security while addressing unique client circumstances like international residency considerations.
Estate Planning
Holistic estate planning services focusing on asset distribution optimization. Our approach combines tax minimization strategies with personalized legacy goals, including guidance on trust structures and intergenerational wealth transfer.
Multi-state Returns
Specialized preparation of multi-state tax returns with emphasis on compliance and credit optimization. We navigate complex state-specific regulations to ensure accurate filings across jurisdictions while identifying tax-saving opportunities.
People
Laurel K Zeeman
CPA
Certified Public Accountant with expertise in tax planning and financial strategy. Graduated from University of Washington in 2015, specializing in international tax matters and fiduciary returns. Combines technical proficiency with personalized client service.
Questions
What tax services do you specialize in?
We specialize in individual returns, fiduciary/trust tax filings, multi-state returns, and complex estate tax preparation with international tax expertise.
Do you offer year-round financial planning?
Yes, we provide ongoing cash flow analysis, retirement projections, and legacy planning services in addition to tax preparation.
How do you handle multi-state tax requirements?
We prepare multi-jurisdiction returns while identifying state-specific credits and deductions to optimize tax outcomes across all applicable jurisdictions.
What makes your practice different from large firms?
We offer boutique-style personalized service with direct CPA access, avoiding automated processing and standardized templates used by larger firms.
How can I submit documents for processing?
We accept electronic document uploads and offer in-person drop-off during tax season, with virtual consultations available year-round.
