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
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
Washington State POLST Form
We appreciate your Online Review!
Resource Page
​Vendor Bookings
Ring Central
Birdseye Financial Inc
136 Hillside Dr E
Burleson, TX 76028
Main # 360-722-7889
Texas # 817-704-3544
Fax #425-412-6865
​INFO@BIRDSEYEFINANCIAL.COM
The content of the Birdseye Financial website, email, fax, social media, text messages, online meetings, and phone calls are for educational purposes only. Any material and its attachments, links, downloads, and/or any emails from Birdseye Financial employees/contractors 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 communication (via Website, Email, Fax, Text, Social Media, in person, or by phone) is not intended 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/contractors are not tax, legal, or investment advisors and are not operating in such a manner. Any advice you receive should be taken as non-tax, not legal, and non-investment advice and only educational in nature. Should our clients need a licensed investment advisor, we recommend LifePro Asset Management. Please know investments in the market carry an inherent element of risk. No investment in the market or strategy can guarantee a profit or prevent a loss. Any illustrations used in the sales or service process are to be considered hypothetical and for explanatory purposes only. 

MEDICARE MANDATORY DISCLAIMER
“We do not offer every plan available in your area. Currently in WA State we represent seven organizations which offer 34 products in Snohomish County and 33 products in King County and 19 products in Whatcom County. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all your options.” All calls regarding Medicare may be recorded by phone or online and a SCOPE of appointment required by Medicare will be obtained 48 hours prior to any sales meeting to discuss plan details. (NOTE - The organizations and plans can vary by state and county, we can validate these numbers upon request.)

Birdseye Financial and its employees/contractors are not employees/contractors of Medicare, the government, insurance company or any other agency. We are independent licensed agents. All calculators and illustrations shown or sent from our website, email or any other means are designed to be informational and educational only. They do not constitute investment advice. We encourage you to review your insurance and investment strategies periodically as your financial circumstances may change. On many products it is important to note that PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS OR INTENDED TO PREDICT ACTUAL PERFORMANCE. ACTUAL INTEREST CREDITING RESTULTS WILL VARY BASED ON MARKET CONDITIONS, INDEX ALLOCATIONS, AND INTEREST CAPS, RATES, SPREADS, PARTICIPATION RATES and possible Fees. The use of different time periods and funding amounts can cause results to differ from other products. Illustrations may be based on hypothetical historical data. 
 
State Licenses
LICENSES: AZ #7101306, CA #4140429, FL #W825259, GA #3621424, ID #863617, KS #7101306, MA #2176921, NV#3879853, NC #7101306, OK #3001663224, OR #7101306, TX #2695866, WA #190780. Note that in California, our DBA is Birdseye Financial and Insurance Services.

S&P 500 and S&P are registered trademarks of Standard and Poor's Financial Services LLC. No annuity or financial product discussed herein is sponsored, endorsed, sold, or promoted by Standard and Poor's Financial Services LLC, S&P Dow Jones Indices LLC, or their affiliates, and none of the Stand and Poor's Financial Services LLC, S&P Dow Jones Indices LLC, or their affiliates make any representation regarding the advisability of purchasing an insurance or financial product. This applies to all indexes used.