Providence Tax and Estate Partner | Bellevue, WA

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

• Cash
• Check
• Credit Card
• Google Pay
• PayPal
• Samsung Pay
• Venmo
• Zelle

Services Offered

Accounting needs

• Bookkeeping
• Preparing tax returns
• Preparing fin. statements
• Managing AR and AP

Entity type

• Individual or sole proprietorship
• Partnership
• C-Corp / Corporation
• S-Corp
• Non-profit

Industry

• Sales & marketing
• Healthcare
• Technology / IT
• Manufacturing
• Financial services
• Education
• Retail / consumer goods
• Real estate
• Construction
• Non-profit
• Other

Annual income

• Less than $100K
• $100K - $500K
• $500K - $1M
• $1M - $5M
• $5M - $10M
• Greater than $10M

Accounting software

• QuickBooks
• Xero
• Sage
• Quicken
• TurboTax
• NolaPro

Work location

• My customers travel to me
• I travel to my customers

About

Since 2003, we have been providing only the best services. We specialize in areas of:

• Strategic advisory

• Business support

• Tax management, tax advisory, tax preparation

• Estate planning, Wills & Trusts

Contact us today for a free 30-minute consultation session over the phone, where we can prove just how much we can help you.

Some of the services we do:

• Provide ideal tax management solutions to save you money.

• Reduce estate and income taxes.

• Lead you to financial security.

• Finalize your will or trust.

• Lower or remove capital gains taxes

• Business suppory: exit planning, key employee incentives, employee benefits, 401k/ROTH.

How we are different?

1. We provide "what-if" scenarios for Trax planning to show you the money.

2. We give you asset assessment to show the likelihood of running out of money during retirement.

3. We proactivly work to lower your future income tax

4. We remove optional taxes like:

◇Capital Gains Tax,

◇Estate (death) tax,

◇Tax on Social Security

◇Tax on selling houses, investments, businesses

◇and more...

We use revocable living trusts to avoid that nasty probate which saps away control of your estate, forget it! We can make that invisible by reducing the process or even eliminating it all together. Not many could do this, especially at our affordable prices.

You are our top priority. We will be there for you every step of the way, providing expert solutions and advice to help you get what you want. This is a business that helps people. Let us help you.

This is just a glimpse of what we could achieve. Have questions about something else? Just ask, and we will answer. Don’t leave it until it’s too late.

Contact my team and I today for a free 30-minute strategy session.

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License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

• Background Check
  • Michael Dyal
  • Completed on 7/19/2022

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