To download this list of Professional Referrals, just click the button below.
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 ​THE PACKAGES (Check for updated prices)
Vertical Divider
​Legal Documents
Do It Yourself Documents
30808 Pacific Highway South, Ste B
Federal Way, WA 98003

Phone: 253.946.0325
Fax #: 888.377.2397
​
contact@doityourselfdocuments.com
www.doityourselfdocuments.com
Tax ​Services
Security Tax Services
2910 Colby Ave Suite 200
Everett, WA 98201

Phone 425-339-2400
Fax 425-259-1099

info@securitytaxservices.com
www.securitytaxservices.com
Vertical Divider
S-Corp Tax ​Services
Formations Corporation
625 4th AVE, Suite 203
Kirkland, WA 98033

​Phone: 425-292-2059
Ask for Isaac Andresky
isaac@formationscorp.com
www.formationscorp.com
We appreciate your Online Review!
The contents of this website are for educational purposes only. Any material and its attachments, links, downloads, and/or any emails from our company are not intended to provide legal or tax advice. To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal or state tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. Please seek the advice of appropriately licensed individuals for legal or tax advice relating to your individual situation. Birdseye Financial and its employees are not tax or legal advisors and are not operating in such a manner. Birdseye financial and those working for the company are not licensed Investment Advisors which prohibits us from offering such advice. Any advice you get should be taken as non-investment advice and only educational in nature. Should our clients need a licensed investment advisor, we often work with LifePro Asset Management. *Investing carries an inherent element of risk. No strategy can guarantee a profit or prevent a loss. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary or investment advice. Any illustrations used are hypothetical and were used for explanatory purposes only. THANK YOU!