Dedicated tax advisory in University Place, Washington

Mickelson Wealth Management, located at 2518 Bridgeport Way West in University Place, Washington, is a finance institution dedicated to helping individuals plan for a comfortable and well-positioned retirement. Whether you are nearing retirement or already retired, our team can create tax-smart retirement plans tailored to your specific needs and goals. We utilize tax-efficient strategies to help you save, invest, and distribute your retirement assets for your golden years. As a Certified Financial Planner™, Erik Mickelson is committed to always putting clients' interests first. Our investment services are structured to align with your goals, timeframe, and risk tolerance, creating customized, well-diversified, and tax-efficient portfolios. We aim to reduce unnecessary costs and taxes while allowing you to capture your fair share of the market's returns.

Messina Frank J CPA is a reputable accounting and finance institution located at 2601 70th Avenue West in University Place, Washington, United States. With years of experience in the industry, they offer a wide range of services to help individuals and businesses with their financial needs. Whether you need help with tax preparation, bookkeeping, or financial planning, the team at Messina Frank J CPA is dedicated to providing top-notch service and expertise. Trust them to help you navigate the complexities of accounting and finance with ease.

L.C. Miller CPA, PS is a reputable accounting and finance institution located at 4007 Bridgeport Way West in University Place, Washington, United States. With a team of experienced certified public accountants, they provide a wide range of financial services including tax preparation, bookkeeping, auditing, and financial planning. Their dedication to professionalism and accuracy has earned them a strong reputation in the local community. Whether you are an individual or a business owner, L.C. Miller CPA, PS is committed to helping you achieve your financial goals.