Erickson Wealth
& Tax Management

EricksonTV

<<< Check the new link out now! It has been updated with all new episodes hosted by Curtis Erickson, CPA, PFS. Topics included on EricksonTV, but certainly not limited to: weekly focus on current market events, long term investing and minimizing taxes.

At Erickson Wealth and Tax Management our purpose is for our clients to achieve financial peace of mind and have a secure retirement. We are an innovative tax and financial planning team committed to offering exceptional service with the utmost integrity.

Wealth Management Services
Our team at Erickson Wealth And Tax Management specializes in an innovative and empowering investor coaching to help clients develop peace of mind about their future and investments.

For new clients, in our first meeting we will visually discuss and plot out your personal MAP for Retirement. In your MAP for Retirement meeting, we can identify and quantify your greatest opportunities and risks for retirement, allowing you to make comfortable and educated decisions when planning and implementing your personal plan for retirement.

Our clients have access to an institutional low-cost and low-turnover fee-only managed asset program called Matrix Asset Allocation that features unique diversification portfolios.

Tax & Accounting Services
Tax preparation for both businesses and individuals include an initial consultation, review of prior year's tax return, and a tax interview to assess what your needs will be and what will be required to complete your tax return.

We can take you through the process for Seattle Incorporation and setup of new entities like LLC’s for your new business.

With a Certified Quickbooks Proadvisor on staff we provide setup, troubleshooting, and one-time consultations for your accounting needs.

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