Tukwila Office
Office: 206-241-5033
tukwila@atstax.comMaple Valley Office
Office: 425-432-5450
jonv@atstax.comFederal Way Office
Office: 253-941-4609
fedway@atstax.comAccounting Services
Let us help take the confusion out of doing your books.
Income Tax Services
Understanding tax strategies and managing your tax bill should be part of any sound financial approach.
Financial Services
Let us provide you with the guidance that can help you understand and better define your financial goals.
Helpful Content
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
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Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.