Stacie Cfp's Contact Details

Stacie Cfp's Company Details

NR Smith and Associates

Olympia, WA, US • 10 - 19 Employees
Accounting

BUILDING RELATIONSHIPS, CREATING VALUE.... Our clients are the individuals, business owners, nonprofit organizations, and entrepreneurs who make our region diversified and successful. The relationship building with our clients, partnered with excellence in services, is our motivation.We are a traditional certified public accounting firm with an emphasis on financial planning. As certified public accountants, we serve with the integrity expected of a CPA. This means we will perform with the utmost professional skill in a timely manner. Our Certified Financial Planners (CFP) are fee-only planners who focus on your needs with objective advice. This unique combination of skills blends to allow the highest level of financial planning service.Good personal financial planning is more than investment management advice. It should include goals setting, risk analysis, investment planning, advice, and estate tax planning. This is where our clients receive value from the integrated staff of certified public accountants and certified financial planners.As traditional certified public accountants, we provide services such as financial statements, tax services, and management consulting. Our financial statement services include auditing, review, and compilation support. Tax services range from preparation of tax reporting forms, to tax accounting work, including tax court preparation. Management consulting consist of a full range of services, from strategic planning to lease vs. buy decisions, performed by certified public accountants with over 40 years of experience.Check out our website at nrsmith.com for an opportunity to become acquainted with us and our services.