PROCESS FOR TAX PREPARATION WITH BILL:
Make an in-office or phone appointment by clicking on the Book an Appointment link above.
YOUR OPTIONS TO SUBMIT DOCUMENTS:
1. Mail to Pacific Tax c/o Bill Romischer @ 7000 15th Ave NW Seattle WA 98117
2. Deliver to Pacific Tax in an envelope addressed to Bill and put through the drop box located by the front door.
3. Fax scanned documents directly to him @ 206-928-9891
4. Upload documents to a secure client portal: CLIENT PORTAL LOGIN
If you are new to the client portal, email him for an activation email.
TAX ORGANIZERS TO FILL OUT:
Brand New Clients please submit the previous year’s tax return or most current.
Bill is the founder of Pacific Tax, opening the firm in 1975. He has been serving the Ballard community and surrounding Seattle area for over 51 years. Bill grew up in Seattle, attending Odea High School, University of Washington, and Seattle University. In his spare time, he likes to travel, spend time with his family and loves watching sports. Bill specializes in retiree tax planning & consulting.