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Services

Financial Services

Tracking your spending is the first step to see where the leaks are and how to stop them. This first step is not enough to create a lasting improvement in your finances. We take it one step further and help you with cash flow planning.
Shifting from saving for retirement to spending down the funds during retirement can be a difficult transition. We help you plan for and navigate those decisions without the sales pitch.
Have you been filing your return on your own, but this year suddenly got more complex? Put your mind at ease and hire an enrolled agent to prepare your income tax return. We are accepting new clients and would like the opportunity to meet with you about our services.
Thinking about retiring soon? Buying or selling a business or property? Please call us before you make any significant financial decisions that could impact the amount of income taxes you pay. Timing is everything when it comes to tax planning.
Have you recently received a letter in the mail from the Internal Revenue Service? This can be an unsettling experience. As an enrolled agent, Ellen Bigelow has unlimited representation rights and can represent you before the Internal Revenue Service on any tax matter.
There are many types of trusts and various reasons for creating them but determining the filing requirements for the trust can be complex. We can help you navigate the record keeping and tax return filing for your trust.

All services are fee-only, no financial products recommended or sold.

Business bookkeeping and payroll services are not currently offered.

We are no longer accepting new S-Corporation or Partnership income tax returns.

We recommend Olympia CPA, PLLC for services we do not offer. https://www.olycpa.com/

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