Terry Greer, C.P.A.

About

Terry W. Greer, Inc., P.S. is a comprehensive accounting firm located in Stanwood WA, who are committed to helping our clients improve their long-term financial success. We strive to be a positive partner to provide accounting and other services to assist clients in the financial areas of their lives and businesses. Our company was founded upon principles that place the utmost value on our clients’ goals and objectives. We’re in the business of building long term, solid relationships that are based upon trust and quality client service. Our staff are experienced professionals with a “hands on” approach. We are dedicated to providing professional service, sound guidance, technical expertise and personalized client care. At our firm, we provide expert assistance in the following areas: INVESTMENTS* •Mutual funds •Brokerage Accounts •Roth IRA/Traditional IRA •Simple IRA •Variable Annuities •College Savings Plans •Educational IRA •UGMA Accounts •Section 529 Plans TAX SERVICES •Individual •Corporate •Non-Profit •Partnership •LLC •Trust and Estate •State Income Tax •Audit FINANCIAL PLANNING •Estate Plans •Retirement Planning •Financial Planning •Profit Sharing Plans •Tax Planning •Entity Selection •401 (k) Planning •403 (b) Planning ACCOUNTING SERVICES •Audit of Financial Statements •Review of Financial Statements •Compilation of Financial Statements Federal Income Taxation •We design strategies to minimize the impact of taxes. •We provide reasonable, well researched income tax advice in every area of tax law. •We handle representation before the Internal Revenue Service including Offer-In-Compromise negotiations. •We prepare federal income tax returns for all entities including: ◦Individual income tax returns ◦Corporate income tax returns ◦Partnership income tax returns ◦Trust and Estate income tax returns ◦Nonprofit income tax returns Estate Planning and Taxation •Proper estate planning can save your beneficiaries large amounts of estate tax. •Our goal is to educate our client regarding the rules of estate taxation and help them implement an estate plan that provides for both the client and their family. •We prepare Estate Tax returns for the Internal Revenue Service (Form 706), as well as the new Washington State Estate and Generation Skipping Tax Form. State Income Taxation •We prepare income tax returns for all entities for every state that imposes an income tax. •We have the ability to prepare resident tax returns, part-year resident, or non-resident returns based on the specific situation in that state.

Contact

9332 271st Street NW
Stanwood, Washington 98292
United States

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Fax: 360-629-9365

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