Business Details
36 Years
experience
Trusted Accounting & Tax Services in Seattle
Peters is a full-service accounting firm dedicated to providing professional, personalized financial services to individuals and businesses throughout the Seattle area. With decades of combined experience, our team specializes in tax planning, financial planning, investment management, and compliance services, helping clients minimize taxes and achieve long-term financial goals. Our approach emphasizes a systematic decision-making process that considers the interrelationship of competing financial choices. We offer tailored solutions including estate and succession planning, insurance needs evaluation, and QuickBooks-based accounting services for businesses.Our team brings extensive expertise from roles at major CPA firms, the IRS, and international organizations, ensuring clients receive comprehensive, authoritative guidance. We prioritize transparency, with fixed fees negotiated in advance and hourly rates disclosed before service agreements. Beyond professional excellence, we are committed to community service through volunteer work, charitable initiatives, and local development projects. Our mission remains focused on empowering clients to meet financial objectives while maintaining the highest standards of integrity and client-centric service.
Services
Tax Planning
Financial Planning
Estate Tax Planning
Investment Management
QuickBooks Accounting
Corporate Tax Preparation
Payroll Services
Details
- Year established: 1990
Highlights and features
- We offer 30+ years of experience in accounting and tax services since 1990
- Our team includes CPA, PFS, and CFP-certified professionals
- We provide personalized investment management based on asset value percentages
- Our tax minimization strategies have benefited clients since 1990
- We combine local expertise with international financial experience
Associations and certifications
- CPA (Certified Public Accountant)
- PFS (Personal Financial Specialist)
- CFP (Certified Financial Planner)
Services
Tax Planning
Our tax planning services help individuals and businesses minimize tax liabilities through strategic income deferral, deduction optimization, and estate tax reduction techniques. We develop customized plans considering current regulations and future projections. Our CPA-certified team ensures compliance while maximizing savings for long-term financial success.
Financial Planning
We create comprehensive financial plans through detailed fact-gathering and analysis, covering retirement needs, investment strategies, and risk management. Our CFP professionals develop actionable roadmaps tailored to clients' goals. Regular reviews ensure plans adapt to changing life circumstances and market conditions.
Estate Tax Planning
Our estate tax planning focuses on minimizing transfer taxes through trust structures, gifting strategies, and succession planning. We coordinate with legal professionals to implement wills, trusts, and advanced directives. Services include life insurance planning and business succession frameworks to preserve family wealth.
Investment Management
We offer asset management services with transparent fee structures based on portfolio size. Our approach combines tax-efficient strategies with risk-appropriate allocations. Regular performance reviews and rebalancing ensure alignment with clients' financial objectives and market developments.
QuickBooks Accounting
Our QuickBooks-based accounting services include financial statement preparation, payroll processing, and tax compliance for businesses. We offer both consulting support and full-service bookkeeping solutions. Services ensure accurate financial reporting and timely regulatory compliance for growing businesses.
People
Stephen F. Peters
Founder & CPA
Stephen Peters is a CPA/PFS and CFP professional with 30+ years of experience. He founded Peters in 1990 after working with major CPA firms and the IRS. He holds advanced degrees in taxation and business, and actively contributes to community organizations like Northwest Harvest and Bellevue Breakfast Rotary Club.
Line Ghislaine Nya-Ngatchou
Senior Staff Accountant
Line Ghislaine is a senior accountant with an MBA in financial management. She specializes in tax compliance and QuickBooks financial reporting. With international experience in sustainable development projects, she brings a global perspective to client services while maintaining expertise in US tax regulations.
Mary Beth Villani
Staff Accountant
Mary Beth Villani provides accounting services with experience in systems analysis and financial reporting. She holds a Bachelor of Arts degree from New York University and contributes technical expertise to the firm's accounting and tax preparation services.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statement preparation, and tax compliance services for small businesses using QuickBooks.
Do you offer investment management services?
Yes, we offer investment management services with fees based on a percentage of asset value negotiated in advance.
What tax planning services are available?
We specialize in estate tax minimization, income tax deferral strategies, and comprehensive tax planning for individuals and businesses.
Are your fees fixed or hourly?
Most services have fixed fees negotiated upfront, with hourly rates starting at $100 disclosed before service agreements.
Do you serve clients outside Washington State?
As a Washington-registered investment adviser, we primarily serve local clients but may assist out-of-state clients through proper registration.
