We see beyond the numbers

We see beyond the numbers to learn about your family and your personal financial goals.  We learn about your business and factors affecting your industry. We know our clients and they know us. It’s that knowledge that sets us apart.  Since 1981, WZB has been serving the Puget Sound region. In many cases, we’ve been serving clients for generations. If you are a potential client, we’d like to develop that connection with you as well.

Of course we handle compliance whether it be reviewing your company’s financial statements or preparing your tax return.  However, we like to hear from our clients about potential changes that can affect their business or personal tax returns and be proactive in the tax planning process.

Are you planning to sell your company? Developing a succession plan? Are you wondering what the tax implications are for your latest stock awards? Thinking of starting a new business? Pondering retirement decisions?  Let’s have a conversation.