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
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Family Conversations on Retirement, Legacy, and Finances
Practical guidance for discussing retirement plans, support, and financial values with family before transitions occur.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
How Families Can Build a Financially Informed Legacy
How Families Build a Financially Informed Legacy: From Wealth Creation to Stewardship Across Generations
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.



