Our Services
Build wealth.
Plan ahead.
Vashon Island Professionals believes financial planning, tax planning and tax preparation are a team effort. We ask questions and more importantly we listen to yours. We will collaborate with you to reach your goals — everything from selling a business to life changes like retirement — we know different strategies to help you along the way.
Financial Planning
Information, Analysis and Advice regarding taxes, investments, insurance, retirement and estate planning
Preparation of Tax Returns — Individual, Fiduciary and Gift
Tax Planning – Learn tax implications BEFORE you make a financial decision.
IRS Correspondence – We will help you respond to IRS notices.
Review Investment portfolio to ensure it aligns with your current goals and values
Review Insurance holdings and compare to current insurance needs — Medicare, too
Retirement Planning — Are you on track to meet your goals? You can thrive on your current income.
Estate Review — Does your will and trust meet your current needs and tax laws?
Cash Flow Management — Unsure where your money is going each month? Our cash flow management sessions can help.
Tax Planning
With a little tax planning big tax bills can be avoided. Our Registered Tax Planner Temple Parker will help you be more proactive to find the best tax advantage strategies throughout the year to reduce your taxes.
Individuals will benefit from VIP’s solid tax planning strategy. Individuals (who owe taxes or make estimated payments) can reduce or sometimes even eliminate tax payments.
VIP will match you to tax advantages that fit your business. We will help owners (LLC, Sole Proprietor, Partnerships or S Corp) maneuver their business toward the plethora of tax breaks available.
And for those who are earning over $150,000 and think they no longer qualify for tax credits, we want you to talk to us. We will offer creative ways to help you reduce your taxes owed.
