About our Seattle, WA CPA Firm – Erickson Wealth & Tax Management
Taxes and investing can seem difficult due to the constantly changing tax laws and the enormous amount of irrelevant (or just misinformed) noise that surrounds personal finance. Our mission is to simplify your investing experience and to create an understandable tax strategy. We accomplish this by providing education and reducing the complexity of your finances. By being proactive and not reactive, our clients achieve true peace of mind.
Our proven four factor investment strategy allows investors to face an unknown tomorrow with an empowering investment strategy that realizes market rates of return (net of expenses) and true global diversification. Our investment policy does not have hidden expenses or behaviors that can cripple investment returns. Effective tax coaching does not rely on being aggressive or searching for grey areas. Good tax coaching, yes, reduces your tax bill, but it also brings you peace of mind and helps you prepare for possible changes without over-reacting.
We have helped people with their finances since this evolved firm began over 60 years ago and we still aim to illuminate the essential truths about taxes and investing in as many places and for as many people as possible. There is very little more beautiful than that "aha!" experience that people have when it all comes together.
Let us help you experience your finances and your future from a perspective of abundance, rather than scarcity. After all, you shouldn't have to worry about taxes and investments - you probably have more exciting things to think about.
Statement of Purpose
We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long.
Certified Public Accountant, licensed in Washington State.
Registered Investment Advisor-Washington State CRD 127537.
Personal Financial Specialist (PFS) Designation, American Institute of Certified Accountants.
Member: American Institute of Certified Public Accountants.
Member: Washington Society of Certified Public Accountants.