I am a sole practitioner Certified Public Accountant, licensed in the State of Washington since 1978.

A lifelong Bellevue resident and University of Wahington Alumni, I have decades of experience in audit, review, and financial reporting. My faith in Jesus Christ has shaped both my personal and professional life, guiding my commitment to integrity and service.

For over 30 years, I served with Bible Study Fellowship, leading discussions on applying biblical principles to modern life. Now, I focus on building relationships across diverse backgrounds, fostering connection and community through my home and local multicultural church.

From decades of experience, I have learned that a person can live rich and give effectively without high net worth, investing unneeded current income in the future of self, family and others and valuable causes, as one’s heart directs- ultimately leaving a lasting legacy.

All Services

Love

Unconditionally expressed through action, especially to those who need more than deserve it.

Integrity

In everything distilled to the simplest level of being worthy of trust ; what you see is what is.

Charity

To those in need, from those who have more than they need.

“A new command I give you: Love one another. As I have loved you, so must you love one another. By this everyone will know that you are my disciples, if you love one another.”

~John 13:34-35

My Services

Tax Preparation & Planning – All types

Helping you understand how the latest federal and state tax legislation and other developments affect you and your business

  • Proactively managing both your Personal and your Business tax issues
  • Individual LLC, Partnership LLC, S-Corporation or Trust tax-reporting basis
  • Assisting your entity in planning for efficient operation and safety of your non-profit status with IRS
Accounting and Reporting for Business and Not for Profits

Based upon 40 years of experience in small business accounting programs like QuickBooks, I can assist your business or not-for-profit in:

  • Setup and operation of appropriate accounting charts of accounts and procedures
  • Facilitation of reporting to taxing authorities as well as other parties
  • Ensure accurate financial reporting of the entity’s financial position and results of operations
Charity & Legacy Planning

With four decades of service to donors and non-profit entities, including public and private charities, I am pleased to advise and assist you in passing on the fruits of life’s work to current and future generations.

  • Optimally using existing public charities and self-directed charitable foundations, your IRA, and even establishing your a new, tax-deductible 501(c)(3) entity
  • Pursuant to whatever Resources and goals God has put in your hands and heart, balanced with retaining the right amount for heirs, and minimizing taxes due currently and upon death.

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