We are a full service accounting firm located in Oak Harbor, Washington. For more than 35 years, we have been providing tax preparation, business consulting, IRS problem resolution, retirement and tax planning and many other accounting and payroll services to a wide range of clients. These clients include both businesses and individuals throughout Whidbey Island and the U.S., as well as clients working abroad.
We have developed a reputation for professional excellence through the consistent high quality of services we perform for our clients. Please feel free to browse our website to see the services we offer as well as the many helpful resources we provide. Enter various payment options and determine how long it may take to pay off a credit card.
We have developed a reputation for professional excellence through the consistent high quality of services we perform for our clients. Please feel free to browse our website to see the services we offer as well as the many helpful resources we provide. Enter various payment options and determine how long it may take to pay off a credit card.
Services
My reason for this career path was quite personal: I saw that many members of my own family, as well as friends, were not getting the kind of help they needed to plan financially for the future. I was confident that with my understanding of personal finance, coupled with my training as a financial professional, I could help people better prepare for the future.
We provide a systematic and personalized client interview which focuses on our your individual needs and concerns. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.
My independent business model ensures I have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as I stand behind you to help you pursue your financial dreams, I have teams standing behind me and supporting my business. These firms also strengthen my relationship with you by providing the resources I need to better serve you.
You may opt for onetime payment or set your payments up on a monthly schedule. Once you have printed and filled out your information, please call or email or office and we will get you set up. This letter will ensure that you are aware of our policies and procedures regarding the preparation and filing of your tax return.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Reviews (1)
Candice Campbell
Sep 26, 2019
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Oh my gosh, Harriet Berg is an amazing woman. I found her to be very efficient, excellent communicator, professional, and understanding. A very warm and genuine person oh, and I found her home and assistant to be the same. I would highly recommend Harriet Berg for all your tax needs. I would have to say she was just the person I've been looking for, and local right here on Whidbey Island.
