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H&R Block

11737 124th Ave NE
Kirkland, WA 98034 425-823-6660

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Great customer service and advice. Will be returning next year. - Jul 16, 2022

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Visse & Company

610 Market St #200
Kirkland, WA 98033 425-454-4880

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Was referred by a financial planner who has long experience with this firm.... - Jan 31, 2020

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Martin Bircher Thompson

11400 98th Ave NE #200
Kirkland, WA 98033 425-827-3041

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No raters have left a written comment.

Norris Lutkewitte

4030 Lake Washington Blvd NE #300
Kirkland, WA 98033 425-250-0550

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I have been going to Donna Lutkewitte for years. She knows me and my family... - Aug 07, 2023

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Hren, Jane H

794 6th St S
Kirkland, WA 98033 425-827-0880

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We have used Jane for many years and have been very happy with her. - Mar 29, 2018

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PHD Tax

12006 98th Ave NE #105
Kirkland, WA 98034 425-242-0636

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I've used PHD for years, including 2 weeks ago. They are consistently prompt,... - Oct 21, 2016

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Cathy Villemure

610 Market St #104
Kirkland, WA 98033 425-250-1555

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Has performed our taxes the last few years without issue. Uses a secure portal... - Jun 23, 2024

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Hersman Serles Almond

PO Box 789 - 520 Kirkland Way #300
Kirkland, WA 98033 425-822-6557

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30 years a client--always feel like I have the best accounting service. - Apr 09, 2020

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William L Hawes

6427 NE 129th Pl
Kirkland, WA 98034 425-823-5818

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Bettinger Anderson CPA Group

4040 Lake Washington Blvd NE #203
Kirkland, WA 98033 425-827-8771

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Pedersen & Associates

811 Kirkland Ave #201
Kirkland, WA 98033 425-305-2929

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small, local CPA firm, does great work - Sep 20, 2018

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Staudacher CPA & Associates

910 Market St
Kirkland, WA 98033 425-828-3862

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good service, fair cost - Mar 13, 2018

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Voldal Wartelle

10510 Northup Way #300
Kirkland, WA 98033 425-250-0051

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.