[WSBAPT] Recommendations for Tax Preparer for Estate

Lisa E Schuchman lisa at lisaschuchman.com
Thu Jun 6 20:27:23 PDT 2019


I highly recommend Ter Claeys, ter at cwa.tax<mailto:ter at cwa.tax>, in Madrona.

Lisa E. Schuchman

I learn, I give. – Gloria Steinem

On Jun 6, 2019, at 4:53 PM, Tara M. Roberts <pugetsoundlaw at gmail.com<mailto:pugetsoundlaw at gmail.com>> wrote:

Any recommendations for a tax preparer closer to the South end of Seattle.  My recommendation on Queen Anne is too far North for the client and the other isn’t taking new clients.

PR of the Estate needs to have the Federal 1041 Estate Income Tax Return prepared and may need help with a WA Estate Tax return.  There is estate income from rental property and from family LLC interests.

Thanks in advance.

Tara M. Roberts
Puget Sound Law pllc
152 3rd Ave S Ste 107
Edmonds, WA 98020
Phone 206-285-3361
roberts at pugetsoundlaw.com<mailto:roberts at pugetsoundlaw.com>

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