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.comIncome Tax Services
Helpful Content
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Smart Retirement Habits for Retirement Success and Security
Build financial confidence and a fulfilling, secure retirement with habits that help protect your wealth and lifestyle.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Smart Retirement Habits for Retirement Success and Security
Build financial confidence and a fulfilling, secure retirement with habits that help protect your wealth and lifestyle.
Building Your Legacy
A four-step framework for building a personal legacy.
Understanding FDIC Insurance
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
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Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
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The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Saving for College 101
Here's a crash course on saving for college.



