Client Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.


As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.


Accounting Services

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

*General ledger & financial statement preparation

*Bookkeeping (Monthly/Quarterly/Annual)

*Business tax return preparation (Sales & Use/Business Property)

*Personal financial statements

*Litigation support

Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

Reviews & Compilations

Review - some analytical procedures and inquiry of management conducted with limited assurance. A review may be a cost effective alternative to an audit.

*Compilation - based upon client information provided and used primarily for internal use.

Tax Services

Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

*Tax planning & return preparation

- Individuals

- Corporations

- Partnerships

- LLCs/LLPs

- Estates, trusts & gift

- Not-for-profit organizations

*Taxing authority representation

Nonprofit Tax Preparation

We have prepared hundreds of Form 990, as well as presenting classes in the changes in the 2008 form. We have established cost effective preparation techniques which provide a quality product for your organization.

Miscellaneous

Nonprofit Audits, Reviews and Compiliations

We specialize in nonprofit attestation services, serving over one hundred organizations in the last ten years. Nonprofit reporting is unique, and we are very familiar with those differences.

Martha was a national speaker for the AICPA, traveling throughout the United States teaching compliance and auditing issues for not-for-profit organizations and governmental entities.

Single Audit (Governmental)

The Firm specializes in audits performed under OMB Circular A-133 (Single Audits) and Government Auditing Standards (2007 Revised Yellow Book). We have over fifteen years of compliance audit experience under reporting regulations that include Federal Compliance Circulars (such as OMB Circulars A-87, A-110, A-122, A-128 and A-133).

Martha was a national speaker for the AICPA, traveling throughout the United States teaching compliance and auditing issues for not-for-profit organizations and governmental entities. As a "specialist" for compliance audits under OMB Circular A-133, she is a reference for CPAs both locally and nationally. Martha also acts as a consultant for several local Seattle firms in compliance issues.

HomeFirm ProfileClient ServicesInfo CenterNewslettersFinancial ToolsLinksMartha Lindley NewslettersContact Us