[WSBAPT] reasonably priced cpa to do Washington estate tax returns

[Diane Wies]

Our clients regularly use Doug Foster (Doug at dougfostercpa.com<mailto:Doug at dougfostercpa.com>) and Alan Williamson (alan at alanwilliamsoncpa.com<mailto:alan at alanwilliamsoncpa.com>) for the filing of Washington State estate tax returns.  Both are reasonably priced.

Diane

_____________________________________________________________________________________
Diane L. Wies, Esq.
MULLAVEY, PROUT, GRENLEY & FOE, LLP
2401 N.W. SIXTY-FIFTH
P.O. Box 70567
SEATTLE, WASHINGTON  98127
(206) 789-2511
FAX:  (206) 789-4484
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From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Eric Nelsen
Sent: Thursday, January 15, 2015 7:50 PM
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] reasonably priced cpa to do Washington estate tax returns

I usually go to Stephen Zevenbergen at Willett, Zevenbergen & Bennett. I thought he was reasonable last time I did one--it's been a few years.
http://www.wzbcpa.com/

Sincerely,

Eric

Eric C. Nelsen
SAYRE LAW OFFICES, PLLC
1320 University St
Seattle WA  98101-2837
phone 206-625-0092
fax 206-625-9040



From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Martin Silver
Sent: Thursday, January 15, 2015 5:54 PM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] reasonably priced cpa to do Washington estate tax returns

Colleagues:

    Got a call from a person who got my name from an accountant wanting me to do an estate tax return for a 2.5M estate, with a surviving spouse and a trust.  Will has been probated and I am told trust was established.  I am uninterested in doing a return under these circumstances and I cannot understand why her attorney did not at least refer her to someone who would if the attorney doesn’t want to do it her/himself.   I would appreciate a couple of names for reasonable priced return preparers in this area.  BTW the estate is apparently 100% cash and listed securities.  Should not be difficult although I did sense a certain tenseness in the client as we talked over the phone.  Thanks.


MARTIN SILVER, LLM TAXATION, NYU
ATTORNEY AT LAW

1420 - Fifth Avenue, Suite 3000
Seattle, Washington 98101

Tel: (206) 224-3461
Fax: (206) 224-3459

Web: http://silvertaxlaw.com

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