We believe proactive tax planning and coaching is the key to successfully reducing your tax liability or to increase your return. Our Seattle CPAs offer individual clients and small businesses numerous resources when planning their financial future. We go beyond tax compliance and proactively recommend tax-saving strategies to maximize your after-tax income and prepare for life changing events such as retirement, marriage, birth of a child or divorce.
Erickson Wealth & Tax Management also offers financial coaching to help you plan appropriately in the event of moving to a new state and job changes, or to understand your employee stock incentive plans. We help you use your assets to their full advantage and prepare for whatever life throws at you.