My uncle told me on multiple occasions that experience is what you get when you don't get what you want. Serving in diverse financial leadership positions, I earned plenty of experience - and success. I opened our practice to offer business owners what they want from a trusted advisor:
- Access to knowledgeable professionals
- Relevant and accurate information
- Transparent pricing for services
- Open communication
- Recognizing the value of relationships
As we have grown, we developed a practice primarily serving self-employed individuals and members of closely held businesses, a.k.a. small businesses, who operate in the real estate, construction and technology industries.
We maintain offices in Maple Valley and Snohomish Washington, and are licensed to practice in Washington and Nevada. When planning a visit to either of our office locations, please call to schedule your appointment as we often work with customers at their business locations.
Finding the right accountant to move your company forward is a choice not to be taken lightly. That’s why we offer consultations to understand your needs, the scope of your goals and your constraints.
certified public accountant
Tate began his career in public accounting in June of 2000, after graduating from Gonzaga University. While working with large regional and national public accounting firms, he primarily served publicly traded companies in gaming, hospitality and manufacturing industries. Having been exposed early in his career to heavily regulated industries, requiring strict adherence to internal control systems and regulatory standards, Tate was prepared to accept leadership positions in gaming and financial institution industries. He has served as the Controller for a large casino resort in northern Nevada, as well as the Chief Financial Officer of a sixteen-branch community bank serving rural northwest communities.
The knowledge gained by being on “both sides of the desk” helps separate Tate from others in public practice, as he appreciates the challenges of closely held entities that do not enjoy the same resources afforded to publicly traded companies or those with significant private equity. His background with heavily regulated industries is also drawn from when developing compliance programs and recognizing process improvement opportunities.
Bachelor of Business Administration, Accounting, 2000
Activities & Affiliations
American Institute of Certified Public Accountants
Master Builders Association of Snohomish and King County
Seattle King County Realtors
Certified Public Accountant (WA & NV)
Certified Intuit Quickbooks ProAdvisor
Toby began his administrative career in non-profit arts administration in June 2004, managing a visual arts center after graduating from the University of Oregon. With the changing times and recession, Toby worked many jobs ranging from design consulting, kitchen planning and cabinetry sales, estate sale planning, and title work for banking subordinations. Toby was recruited to the firm in July, 2015.
While sometimes working remotely, Toby also assists with the care of aging relatives and has mastered the art of multi-tasking. In his spare time, he’s an avid kayaker, hiker, and promoter of several local associations and museums mostly related to model railroading and light-rail expansion.
UNIVERSITY OF OREGON
Bachelor of Science, Multi-Media Design
and Business Administration
Certified Intuit QuickBooks ProAdvisor
Tug and Maple
Our team of chocolate Labradors are playful and friendly. If they bark during a phone conversation, we promise to feed them treats and rub their bellies.
(At least they are cute)