Integrated Tax
and Retirement Planning
Makes all the Difference
An effective strategy for mitigating your taxes, managing your income, and preserving your assets. Learn more
Team
We enjoy our work, enjoy working with each other, and most of all, we enjoy working with you! Learn more
Get Answers
Tax and investment professionals are here year round to answer your questions so you can decide with confidence and get back to enjoying your life. Learn more

Integrated Tax and Retirement Planning in Issaquah, WA

Tax and retirement planning can be the source of stress and sleepless nights. There are many moving parts - tax laws change, your situation changes - it can be a lot to keep up with. The closer retirement is the more stressful it can become.

The Benefits of an Integrated Approach

At Seeley & Associates, we utilize an integrated approach to tax and retirement planning. By focusing on this integrated strategy you work with someone who can explain your range of investment options AND the tax consequences of different financial decisions. Combined, Seeley & Associates professionals have more than four decades in the tax and financial services industries - so you know you will be working with a seasoned, highly trained professional.

  • Integrated tax and retirement planning at Seeley & Associates means we look at your whole financial picture. The ability to integrate tax and retirement planning at one source means a holistic and more effective approach to mitigating your taxes while potentially enhancing the use of your income sources.

  • An experienced, friendly team makes any task more enjoyable. We enjoy our work, enjoy working with each other, and most of all, we enjoy working with you! Our clients are like our family and appreciate having someone who knows them well enough to be objective and honest when it comes to their finances.

  • Come in year round for answers to your tax and financial questions. Virtually every financial decision has tax implications. As a client, we encourage you to consult with us regarding any and all financial concerns anytime during the year at no additional charge. You'll get sound advice in plain English based on a full understanding of your tax and financial situation. You'll find it easier to make a decision with confidence so you can get back to enjoying your life.

Call 425-313-1040 today to schedule an appointment.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.


Discover the simplicity and ease of an integrated tax and retirement plan.

 

Home|Services| Tax Resources| About Us|Team|Directions|Contact Us

240 NW Gilman Blvd., Suite 2
Issaquah, WA 98027

Phone:
425.313.1040
Fax: 425.313.1118
E-mail:

Debbie Seeley is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional.

 

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA / SIPC.

 

The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents in the following states: AZ, CA, CO, FL, GA, HI, IA, ID, IL, ME, MI, OH, SC, WA, and WI.

 

Tax preparation services offered through Seeley and Associates, LLC, a separate entity from LPL Financial. LPL Financial does not provide tax advice.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER™ and  in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.