Sos Office Solutions LLC

Bellingham based financial planners, Capstone Wealth Advisors focus on wealth management, risk management, retirement planning, tax management, estate planning, and education funding services. From our Bellingham, WA office, we serve Whatcom County clients in Ferndale, Lynden, Blaine, Everson, Birch Bay, and Fairhaven, in addition to our client-base across the U.S. Our Registered Investment Advisory firm (RIA) charges a fee-only and does not accept funds from investment companies. We only charge for the management of your assets. Unlike a broker-dealer, we do not sell company investment products and commissions are not influenced by our recommendations. We form long-term relationship with clients, making sure when you do well, we do well.

Wanek Stein Tax Advisory Group is a professional tax advisory firm based in Bellingham, WA. Specializing in tax planning and consulting services, the company assists individuals and businesses in navigating complex tax regulations. With a focus on personalized solutions and strategic tax advice, Wanek Stein Tax Advisory Group aims to help clients optimize their financial strategies and minimize tax liabilities. The firm's experienced team provides reliable guidance to support clients in achieving their financial goals.Generated from their business information

HistoryGene Bell & Associates has been a strong, trusted practice in Bellingham for over 15 years, offering a wide variety of services to individuals and businesses alike.SpecialtiesWhether your tax needs are simple or complex, personal or business, we can help. We will guide you through the tax process and assist with all major decisions so you feel confident and comfortable with your tax situation. Many taxpayers receive correspondence from the Internal Revenue Service or a State taxing authority. As an IRS Enrolled Agent, Gene Bell can represent you, without limitations, before the IRS. Whether you are being examined by the IRS, are unable to pay your tax due, or are behind on filing your taxes; Gene Bell & Associates has the expertise to assist you and resolve your matter with the IRS. Our tax services include: - Individual tax planning and preparation (Federal & State) - Business tax planning and preparation (Federal & State) - Estate & gift tax planning and preparation - IRS representation