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Lake Stevens
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Lake Stevens
Showing 1 to 10 of 21 CPAs in Lake Stevens, Washington
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Paul W. Brandstetter
Certified Public Accountant
Verified Licensed
Location Lake Stevens, Washington 98258
Based in Lake Stevens, Washington, Paul W. Brandstetter provides comprehensive accounting services to small and medium-sized businesses and family-owned enterprises in the region. With over 15 years of experience, Paul specializes in basic accounting services, business tax services, and small business accounting, helping clients navigate financial complexities and achieve their goals. As a certified public accountant, Paul also offers expert IRS representation, ensuring that clients receive fair treatment and resolution in the event of audits or disputes.
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Robert J. Alberg
Certified Public Accountant
Verified Licensed
Location Lake Stevens, Washington 98258
Based in Lake Stevens, Washington, Robert J. Alberg is a certified public accountant providing financial guidance to local entrepreneurs and small to medium-sized businesses. With over 15 years of experience, he specializes in basic accounting services, small business accounting, and financial planning to help clients navigate complex financial landscapes. Alberg's expertise extends to IRS representation, bookkeeping, and financial statement compilation, ensuring businesses are in compliance with regulatory requirements and financial reporting obligations.
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Kimberly E. Meagher
Certified Public Accountant
Verified Licensed
Location Lake Stevens, Washington 98258
Based in Lake Stevens, Washington, Kimberly E. Meagher provides expertise in financial planning and tax compliance to small and medium-sized businesses, entrepreneurs, and startups. With over 10 years of experience in basic accounting services and tax planning consulting, Meagher helps clients navigate IRS representation and achieve tax efficiency. Her practice focuses on guiding entrepreneurs and small business owners through financial planning, tax compliance, and tax planning and consulting to ensure regulatory adherence and business success.
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Susan K. Materi
Certified Public Accountant
Verified Licensed
Location Lake Stevens, Washington 98258
Susan K. Materi is a certified public accountant based in Lake Stevens, Washington. With over 15 years of experience in the field, Materi provides comprehensive accounting services to small and medium-sized businesses, as well as family-owned enterprises. Her areas of specialization include general accounting, business tax services, and individual tax services, with a focus on personalized advisory and tax return preparation for individuals and businesses. Based in Lake Stevens, Materi serves the local community and surrounding areas, bringing a wealth of knowledge and expertise to her clients.
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Frank A. Rokosz
Certified Public Accountant
Verified Licensed
Location Lake Stevens, Washington 98258
Frank A. Rokosz, a certified public accountant, has been serving the accounting needs of clients in Lake Stevens, Washington, for over 20 years. His expertise includes providing general accounting and advisory services, as well as IRS representation, to small and medium-sized businesses operating as S-Corps, partnerships, and LLCs. Rokosz's specialization in basic accounting services, individual tax services, and small business accounting enables him to address a range of financial needs.
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Barbara D. Brown
Certified Public Accountant
Verified Licensed
Location Lake Stevens, Washington 98258
Barbara D. Brown, a certified public accountant based in Lake Stevens, Washington, brings over 12 years of experience in providing financial guidance to entrepreneurs and startups. Her expertise extends to basic accounting services, financial planning, and individual tax services, ensuring clients' financial health and compliance with tax laws. Notably, Brown offers specialized sales tax compliance and payroll processing & compliance services, simplifying the administrative tasks for small and medium-sized businesses. With a focus on personalized support and in-depth knowledge of tax regulations, she helps her clients navigate complex financial situations.
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Thomas J. Farmer
Certified Public Accountant
Verified Licensed
Location Lake Stevens, Washington 98258
Based in Lake Stevens, Washington, Thomas J. Farmer is a certified public accountant with over 15 years of experience providing personalized accounting services to a diverse range of clients. His expertise lies in bookkeeping and financial statement compilation, as well as individual and business tax return preparation, catering to various business structures, including S-Corps, partnerships, and LLCs. As a seasoned accounting professional, Farmer specializes in basic accounting services, small business accounting, and tax compliance, serving entrepreneurs, startups, and other small businesses in the area.
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Courtney C. Williams
Certified Public Accountant
Verified Licensed
Location Lake Stevens, Washington 98258
Located in Lake Stevens, Washington, Courtney C. Williams provides comprehensive accounting services to entrepreneurs and startups, as well as family-owned enterprises. With over 10 years of experience, Williams specializes in basic accounting services, tax compliance, and small business accounting, helping clients navigate complex financial regulations. As a certified public accountant, she offers IRS representation, payroll processing, and compliance services, ensuring that businesses stay up-to-date with changing tax laws and regulations.
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Dalrene L. Smith
Certified Public Accountant
Verified Licensed
Location Lake Stevens, Washington 98258
Dalrene L. Smith is a licensed certified public accountant based in Lake Stevens, Washington. With over 10 years of experience in accounting and tax services, she provides expertise in areas such as financial planning, business tax services, and basic accounting services. Her services include IRS representation and retirement account tax reporting, primarily serving individuals and families, as well as various business structures, including S-Corps, partnerships, and LLCs.
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Diane S. Gau
Certified Public Accountant
Verified Licensed
Location Lake Stevens, Washington 98258
Diane S. Gau is a certified public accountant based in Lake Stevens, Washington. With more than 15 years of experience in public accounting, she specializes in providing basic accounting services, individual tax services, and financial planning to entrepreneurs and small to medium-sized businesses. Her expertise includes preparing individual and business tax returns, as well as retirement account tax reporting, helping clients navigate complex tax regulations and ensure compliance. Her extensive experience serving a diverse range of clients makes her a valuable resource for those seeking personalized tax guidance and financial planning advice.

Washington's thriving CPA market serves a no-income-tax state with robust technology, aerospace, and international trade sectors. The Washington State Board of Accountancy requires 150 semester hours for licensure. CPAs must complete 120 hours of continuing professional education every three years, including 4 hours of ethics and minimum technical requirements.

Key Tax Considerations: Washington has no state income tax but relatively high sales tax (including Business & Occupation tax on gross receipts) and complex local tax variations. CPAs focus on federal tax compliance, B&O tax (which applies to gross receipts regardless of profitability), sales and use tax, and preserving Washington's tax advantages. The concentration of technology companies creates strong demand for equity compensation planning, stock option taxation, and serving employees with restricted stock units. Multi-state issues are common, particularly with Oregon which has high income tax but no sales tax. Cross-border tax planning for Vancouver, WA (no income tax) versus Portland, OR (no sales tax) creates unique opportunities.

Industry Specializations: Technology and software (Seattle tech hub), aerospace and aviation (Boeing), international trade and logistics (major Pacific Rim port), healthcare systems, agriculture, forest products, tourism, manufacturing, and professional services are key practice areas. Seattle CPAs often specialize in technology startup accounting, equity compensation, venture capital, or serving the unique needs of employees at major tech companies with complex stock grants.

For CPA Professionals: The Washington Society of CPAs provides extensive resources across a geographically diverse state. Seattle dominates the market with technology concentration and sophisticated client base commanding top compensation, while Bellevue, Tacoma, Spokane, and Vancouver provide alternatives. The no-income-tax advantage attracts both practitioners and clients (especially from California and Oregon), though high cost of living in the Puget Sound area is a consideration. The combination of major technology companies, international trade, and Pacific Northwest lifestyle creates dynamic opportunities. The state's continued growth and business-friendly reputation maintain strong demand across practice areas.