April 03, 2016 | Should You Worry When You File for a Tax Extension? The IRS has given us 3 more days to file a tax return this year due to an unusual bit of timing. Emancipation Day,… Read more
April 01, 2016 | IRS Phone Scam Education Watch out for phone scammers this tax season! These scammers are con-artists calling innocent people to try and intimidate them into sending money. Read more
February 02, 2016 | Expanding in Portland: New Team Members and Location February 2, 2016 — Today we announce new additions to our team and a new location for the Portland office. Read more
December 18, 2015 | Important Tax Law Changes for 2016 The House and Senate have passed, and the President has signed, the “Protecting Americans from Tax Hikes Act of 2015.” What does it… Read more
February 13, 2015 | 7 Principles of Comprehensive Wealth Management There are several effective ways to manage your wealth, from reducing internal expenses to practicing broad diversification. Check out our article in Seattle… Read more