Personalized tax planning and accounting for individuals and businesses along the Washington coast. Clear guidance, proactive strategies, and a partner who actually returns your calls.
From individual tax preparation to complex business structuring, every engagement is built around your specific goals and circumstances.
Proactive year-round tax strategy — not just filing season work. We identify deductions, credits, and structures that minimize your liability before the year ends.
Bookkeeping, financial statements, and cash flow management for small businesses. Clean books mean better decisions and fewer surprises at tax time.
Retirement planning, wealth management, and long-term financial strategy. We help you connect today's numbers to tomorrow's goals.
Audit support, correspondence resolution, and negotiation with tax authorities. When the IRS comes calling, you'll have someone in your corner.
Entity selection, startup accounting setup, and compliance planning. Getting your business structure right from day one saves money and reduces risk.
Payroll processing, payroll tax filings, and regulatory compliance. Keep your team paid correctly and stay on the right side of every deadline.
Brian M. McLeod has been serving individuals and businesses in the Seaview community and surrounding areas for over two decades. What started as a practice built on word-of-mouth referrals has grown into a trusted financial resource for the entire region.
The approach is straightforward: take the time to understand your situation, explain your options clearly, and recommend what's actually in your best interest — not what's most convenient. That philosophy has kept clients coming back year after year.
Every client relationship begins the same way — with a conversation about where you are and where you want to be.
We start with a free consultation to understand your financial situation, goals, and any challenges you're currently facing. No obligation, no pressure — just a genuine assessment of how we can help.
Based on what we learn, we develop a tailored plan — whether that's tax minimization, business accounting setup, retirement planning, or a combination. You'll know exactly what we're doing and why before anything begins.
Financial planning isn't a one-time event. We stay engaged throughout the year, adjusting strategies as your situation changes and keeping you informed about deadlines, opportunities, and developments that matter.
Long-standing relationships built on trust and results speak louder than any marketing copy.
Brian took the confusion out of our business taxes entirely. He's proactive about planning, not just reactive when April approaches. Our entire operation is clearer now.
After working with a firm that treated us like a number, the difference is night and day. Brian remembers details, follows through, and actually explains things in plain language.
He helped us restructure our entity and saved us thousands in taxes — not through loopholes, but through legitimate planning we fully understood. That's the kind of accountant you need.
We had an IRS notice and panicked. Brian handled everything — the communication, the documentation, the resolution. We didn't lose a sleep over it. That's priceless.
Schedule a complimentary consultation and discover how a proactive approach to tax and accounting can work for you.
