We build lasting relationships.
Whatcom CPA Group is a team of business and tax advisors focused on strategic planning,
consulting, and compliance to help businesses and individuals reach their goals.
Tax Planning / Preparation
We offer tax planning and compliance services for businesses and individuals. Taxes are stressful and complicated. Let us do the heavy lifting when it comes to navigating federal and state taxes, so that you can focus on the important stuff. With a strong emphasis on planning, we look for the most favorable tax advantages and savings so more of what you earn stays in your pocket.
We work with clients to provide:
- Strategic, proactive tax planning
- State and local tax analysis and planning
- Annual federal tax filings
- State and local tax filings
We offer business advisory services for firms of all types, from startups needing some initial setup assistance and planning to mature companies looking for a transition plan. Mergers and acquisitions can be complex, expensive, and time-consuming, so we work hand-in-hand to guide you through the process. On the sell-side, we help you to understand your current business worth, prepare for a “no surprises” due diligence process, and put you in the best position to transfer your business for the value you deserve. On the buy-side, we determine your goals, explore your best options in the marketplace, pilot the due diligence process, and implement an optimal plan for transition and integration after close.
- Part-time CFO services
- Cash flow planning
- Margin analysis
- Expansion planning
We offer cross-border tax planning and compliance services for businesses and individuals. The U.S. tax law has many intricacies when it comes to global involvement by U.S. entities and involvement in the U.S. by foreign entities. The penalties for not filing in these situations can be significant, so it’s important to partner with an expert in the international taxation arena.
- Federal, state, and local tax planning for businesses expanding into the U.S.
- Transfer pricing analysis
- Business structure analysis
- Income tax planning for U.S. citizens living abroad
- Annual federal tax filings including required foreign reporting
- International estate and trust planning
We offer a suite of small business accounting solutions enabling business owners to spend less time on their books and more time running and growing their business. Our services are a cost-effective way to keep your firm’s accounting records clean and up-to-date without the financial commitment of a full-time bookkeeper or accountant.
- Bookkeeping services
- Accounting set-up and process implementation
- Monthly or quarterly account reconciliations
- Payroll services and related tax fillings
meet the team
We are a group of forward-thinking advisors who have a genuine desire to see our clients succeed. With over 20 years of experience, our knowledge and expertise empower us to partner with our clients as their trusted business and tax advisor.
cpa – Partner
I love getting to know my clients and working with them to develop a strategic plan that provides the best pathway for their success. Leveraging my diverse professional relationships in the local business community, my approach includes connecting our clients with the right partners to help them accomplish more. My background is in cross-border planning, tax and business planning and consulting, and M & A where I can use my creative thinking to ensure clients get the best value from their business. I am passionate about fostering lasting relationships with clients as an integrated part of their team.
cpa – Partner
My passion lies in helping people. To me, success is providing clients with the right guidance to operate as effectively and efficiently as possible. I love puzzling together financial records that clients can use to make educated business decisions. My experience is with closely-held companies and their owners in a variety of industries, from manufacturing and construction to retail and hospitality. A born and raised Bellinghamster, I feel strongly that connections help drive a business, so I enjoy using my strong relationships to introduce clients to other professionals who can help accelerate the success of their firm.
Client Service Coordinator
Client Service Coordinator
Business Manager, Director of HR