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Are you looking for a Professional Referral?
These referrals are for your benefit. I have either worked with them or have had clients use these companies with satisfying results. There is no compensation to our company for these referrals or guarantees of the quality of their work. We simply offer these to you as a direction that may be helpful to you in the pursuit of TAX or LEGAL advice that we do not offer. If you have additional advisors, you believe should be on this list let us know. This is a resource we are making available with no endorsement on our part |
Wills and Trust
Puget Sound Wills and Trusts
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Legal Documents
Do It Yourself Documents 30808 Pacific Highway South, Ste B Federal Way, WA 98003 Phone: 253.946.0325 Fax #: 888.377.2397 [email protected] www.doityourselfdocuments.com |
Tax Services
Security Tax Services 2910 Colby Ave Suite 200 Everett, WA 98201 Phone 425-339-2400 Fax 425-259-1099 [email protected] www.securitytaxservices.com Vertical Divider
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S-Corp Tax Services
Formations Corporation 625 4th AVE, Suite 203 Kirkland, WA 98033 Phone: 425-292-2059 Ask for Isaac Andresky [email protected] www.formationscorp.com |
Investment Advisory Services
Robert Reaburn Managing Director, Head of Wealth Management Book an appointment (888) 543-3776 ext 3262 (858) 430-4558 fax [email protected] Address: 11512 El Camino Real, Suite 100, San Diego, CA 92130 |
Property and Casualty Agent
CHLOE BRADSHAW Account Executive 817-880-0995 | CALL/TEXT 214-838-5122 | SERVICE www.goosehead.com/Scott-Cross |