Tax Services
Personalized service is the key to an effective working relationship. Each client is unique. Each requires individual attention and understanding. We continually improve and expand our team, expertise, facilities and programs to keep pace with our clients’ requirements and to anticipate their future needs.
Individual
Determining one’s filing requirements and identifying tax incentives, deductions, and exceptions are common challenges for all tax payers and tax types. How do you meet obligations, while maximizing opportunities for savings and minimizing your rise? With ever-changing guidance from the IRS, our team of experts works diligently to stay abreast of new tax legislation so that you don’t have to.
Business
We provide comprehensive tax strategies to businesses of all sizes. Let us help you get back to focusing on why you are running this business to begin with. Understanding your business and the risks you face is our number one priority. We start by gaining a solid understanding of your situation and your goals to ensure that we know your position within your industry. We’re here to help you evaluate and optimize tax and accounting strategies, as well as keep you in compliance.
Upcoming Tax Deadlines
- There are no upcoming events.
- There are no upcoming events.
What Sets Us Apart?
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Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Home offices at 175 E Penny Rd #1 Wenatchee, WA 98801; phone (509) 663-1661.
Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
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