Ready for Tax Planning That Works In Sync?
Let's Talk.
If you're ready for tax planning that is integrated with your wealth and lending decisions, we'd welcome a conversation. We provide advanced tax planning and preparation for individuals, families, business owners, and fiduciaries who need everything working in sync.
We'll review your current structure, identify key opportunities, and outline how our coordinated approach can support your long-term goals. Not sure if we're the right fit? That's okay. We'll assess your situation and, if needed, connect you with the right expert within our integrated network.
Schedule Your Consultation
We'll review your current tax situation in a confidential 30-minute consultation. We'll determine if we're the right fit and how our coordinated approach can support your goals.
What to Expect:
- Review of your current tax structure and planning
- Discussion of coordination opportunities
- Clear outline of how we can help
- No obligation—just expert guidance
Typical response time: Within 24 hours
Our Approach to Client Fit
Advanced Tax Planning
We provide proactive, year-round strategies for high-income earners, business owners, executives, and multi-entity families. Multi-state planning, entity coordination, and strategies integrated with wealth and lending decisions.
Integrated Solutions
Direct coordination with Hohimer Wealth Management (35+ years of investment advisory) and Lendinco (30+ years of lending expertise). One cohesive plan, one coordinated team.
Right-Fit Referrals
Honesty first: If your situation doesn't require our coordinated approach, we'll connect you with a trusted professional better suited to your needs. Your success matters more than our ego.
Prefer to Call?
Call
(206) 709-5955
Nationwide Reach, Coordinated Service
With offices in key markets and remote consultation capabilities, we serve clients with multi-state footprints, multiple properties, and income sourced across jurisdictions. Wherever you're located, we coordinate your tax, wealth, and lending strategies.
Seattle, Washington
600 University Street, Ste 2401
Seattle, WA 98101
(206) 709-5955