Integrated Tax Preparation

Virtually every financial decision you make has tax implications. Seeley & Associates is aware of that and integrates tax and financial decisions in every meeting you have with us.

At Seeley & Associates you meet one-on-one with a tax professional in a private office. With our combined 40+ years of experience there is rarely a scenario we haven't encountered.

Questions You May Have Regarding Your Tax Return

  • I sold my home, how much tax will I owe?
  • We always owe money with our tax return; how can I fix that?
  • I need money - should I take it from my 401k or IRA?
  • I lost my job and am looking at becoming a contractor or starting my own business.
  • I inherited money; how much tax will I owe?
  • I'm setting up a business; which legal structure is best? Proprietor, LLC, corporation?
  • I'm changing companies; how do I rollover my 401k?
  • Am I investing enough in my 401k or IRA?

Types of Tax Returns We Prepare

We prepare all types of income tax returns, including:

  • Individual tax returns (1040)
  • *Trust and Estate tax returns (1041)
  • *Partnership tax returns (1065)
  • *Corporate tax returns (1120C, 1120S)

Our focus is mainly individual returns and our professional experience covers a wide array of complicated scenarios.

At Seeley & Associates every tax appointment allows us to review how you are doing in terms of your financial goals, retirement plans, investments and related matters. We strive to integrate all financial decisions in terms of both tax and investment implications at every meeting – making it easier to update and clarify your financial goals and plans.

* Trust and estate, corporate and partnership tax return preparation services are available to our clients for whom we prepare an individual income tax return.

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


You can't live happily ever after if you don't take care of your money. It's as simple as that.

 

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, OR, 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.