About Us
Experience
We’ve been helping clients find tax savings opportunities for over 30 years. Through our experience, we find creative tax solutions that meet your unique needs and explain your options in basic language.
What Makes Us Different?
Advanced knowledge:
We specialize in finding tax savings opportunities that a less experienced agent could miss.
We’re dedicated to constantly deepening our knowledge through industry seminars, Ed Slott certification courses, and teaching tax classes at the local college. Our 30 years of experience is filled with continued learning to continue serving our clients as best we can.
Clear Advice:
We understand taxes can be intimidating to the unfamiliar. We’re here to help you make sense of your options and provide insight so you can make confident, informed decisions.
Customer Service:
Our clients receive the services they came for and get a trusted professional relationship to help navigate their future tax concerns.
We provide continued, dedicated support to our clients that you can’t get from big corporations.
Community Involvement
“Giving Back” is the foundation of our business and charitable endeavors
Community Workshops:
- We host a number of workshops at the Edmonds College to teach financial planning and tax strategies to the community
Coaching:
- “At the annual Pacific Little League auction Dick Harsin was presented with a Lifetime Achievement Award for his long service with Pacific Little League. Dick has been the minor division coordinator for 14 years and a minor division manager (ages 9 -11) for 14 years. Additionally, he has been a minor division manager for total of 23 years.”
Charities & Foundations:
- Board member of Clothes for Kids and
- President-Elect of Edmonds Daybreaker Rotary Club
- Served as trustee for National Exchange Foundation for the Prevention of Child Abuse
- Board member of the Deaconess Children’s Services
Professional Recognition
