Your trusted advisor for a lifetime of financial security
At Weiss & Associates, P.S., we are a team of experienced tax advisors and consultants dedicated to helping individuals and businesses achieve their financial goals. With over 39 years of combined experience, our team has honed our skills to provide innovative and personalized tax solutions that cater to the unique needs of each client.
Our Services
At Weiss & Associates, P.S., we offer a range of services designed to help our clients succeed in both their personal and professional lives. Our services are categorized into three main areas: tax planning and preparation, business consulting, and estate and trust planning.
Tax Planning and Preparation
We take a proactive approach to tax planning and preparation, working closely with our clients to ensure they achieve the most favorable tax outcome possible. Our tax planning services include:
- Comprehensive tax planning services on an annual or as-needed basis
- Proactive guidance on tax issues and regulations
- Year-end projections and accounting software expertise
- Regular check-ins to ensure compliance and identify potential issues
Business Consulting
We understand that businesses face unique tax challenges, which is why we offer customized business consulting services to help our clients thrive. Our services include:
- Entity selection and restructuring
- Business restructuring and valuation
- Mergers and acquisitions
- IRS representation
Estate and Trust Planning
Estate and trust planning is a crucial aspect of our services, as it ensures financial security for loved ones and maintains a smooth succession of ownership for businesses. Our estate and trust planning services include:
- Effective estate and trust planning to ensure financial security for loved ones
- IRS representation in cases of estate and trust disputes
- Guidance on estate and trust administration
At Weiss & Associates, P.S., we pride ourselves on our:
- Highly personalized and innovative tax services
- Deep understanding of taxation and regulation
- Proactive approach to tax planning and preparation
- Experienced and dedicated team of professionals
- Competitive fees and flexible service options
Get in Touch
At Weiss & Associates, P.S., we are committed to providing exceptional service and support to our clients. If you would like to learn more about our services or schedule a consultation, please do not hesitate to contact us:
Weiss & Associates, P.S.
11429 NE 120th St
Kirkland, WA 98034
Phone: (425) 827-3031
Email: john@weisscpas.com
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