Integrated Tax and Retirement Planning Services

Integrated Tax and Retirement Planning Services

An integrated plan makes it easier to mitigate your taxes while potentially enhancing the use of your income sources. Seeley & Associates professionals have specialized education and training and more than 40 years of combined experience in both tax preparation and retirement planning.

  • Get Organized. Most financial decisions have tax consequences. Seeley & Associates is available year round to discuss your financial concerns, the tax consequences, and together make an informed decision aiming to allow you to rest assured and get back to enjoying your life.

  • Save Time. Integrated planning at Seeley & Associates aims to save you time by providing the simplicity of getting your investment and tax advice in one place. We know our clients so well that many times we can discuss, create, finalize and then implement a strategy in just one meeting.

  • It's Easy. By delegating your tax and retirement planning needs to one source you free up your time to focus on what's most important in your life. Never again get caught in the middle trying to relay recommendations between your tax and investment advisors.

Current clients: please contact us any time you have tax or financial questions. Because we have a clear picture of your tax and financial situation, Seeley & Associates will typically be able to answer your questions on the spot so you can make a decision with confidence then get back to enjoying life.

Call 425-313-1040 today to schedule an appointment.


Enjoy the cohesion and simplicity of getting your tax and investment advice from one source.

 

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Seeley & Associates, LLC logo
240 NW Gilman Blvd., Suite 2
Issaquah, WA 98027

Phone: 425-313-1040
Fax: 425-313-1118
E-mail:

Debbie Seeley is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional.

 

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA / SIPC.

 

The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents in the following states: AZ, CA, CO, FL, GA, HI, IA, ID, IL, ME, MI, OH, OR, SC, WA, and WI.

 

Tax preparation services offered through Seeley and Associates, LLC, a separate entity from LPL Financial. LPL Financial does not provide tax advice.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER™ and  in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.