Office: 206.783.6200 ext. 4
VIRTUAL TAX SERVICE
Please access SCHEDULE A MEETING to book a remote appointment at your convenience. I will collaborate with you through email, telephone and the secure client portal for document exchange.
Ways to provide your documents:
Client Portal: A personalized, secured password protected online portal is available to access important financial documents from anywhere at anytime. If you are a new client or an existing client who has not previously used the portal please request portal access by emailing firstname.lastname@example.org. New clients please upload a copy of your previous year tax return. SECURE CLIENT PORTAL LOGIN
Drop off: documents in an envelope labeled “Attention Mike” to the mail slot located next to the front door of the office. Please email me and schedule a time to do so.
Mail documents to the office labeled “Attention Mike” to 7000 15th Ave NW Seattle, WA 98117.
Organizers are available below for reference while gathering your documents:
Mike grew up in Edmonds and later attended the University of Washington. Mike focuses on helping his clients with wealth management strategies, developing smart personalized tax planning and income tax preparation. He has held his real estate license for over 20 years which gives him extensive knowledge in real estate and the tax implications that come with property ownership.
Given the continuous financial and technical innovation growth in Seattle, stock-based compensations have been one of the competitive incentives granted by employers. Understanding how to navigate the complexity of these options and its overall impact on personal finances is key. Thus it is important to strategically plan and leverage stock options, RSU’s, ISOs, and ESPPs while considering tax implications to maximize the advantage to your financial investments and goals.
New clients are welcome to schedule an introductory appointment.
Schedule your appointment by clicking below!