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Seattle Wealth Management is No Longer Exclusive to Billionaires

Most Seattle wealth management focuses solely on brokerage, but completely misses at least 29 other areas. Our comprehensive family office services give you convenient access to 70+ professionals usually only afforded by billionaires.
Serving the greater Seattle area’s 3,643,765 residents and 95,306 businesses spanning Ballard, Fremont, First Hill, and beyond for all of your Seattle small business accounting needs.
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Seattle Wealth Management Services
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Case Study

How We Helped a Couple Save $160,000 in Taxes After a Big Whoopsie!

Break Into the Top 2%

According to a recent Spectrum study, 78% of high-networth clients expect “wealth transfer advice” and “trust services” from their advisors, but only 2% receive it.
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Making Billionaire Family Office Services Attainable for Everyone

To grow and retain your wealth today and for generations to come, you’ll need a team of experts comprised of attorneys, accountants, financial advisors, risk mitigation specialists, and business advisors.

The full-time in-house employment of all of these professionals for wealth management is known as a “family office,” and it’s usually reserved for billionaires because hiring all of these services individually could break your bank.

Plus, do you have the time and know-how to assemble this team?

That’s why we’ve done it for you!

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Our Wealth Management
Solutions Are for You if You Want…

Protect Your Wealth
Your Wealth to Be Protected
We go beyond expectations, helping you structure and preserve your wealth in this lifetime and beyond.
Team of Professionals
Access to a Team of Professionals
Our family office services give you convenient access to all the accountants, lawyers, and advisors you need.
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To Ward Off Issues Before They Happen
With our proactive and holistic guidance, we’ll plan ahead so you and your family always end up on top.
«We’ve assembled 70+ professionals in our family office so you have all the wealth guidance and support you need to ensure your legacy wealth is secured for you and your family.»
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Trusted by Seattle Business Owners



“They were quick to get back to us and set up an in person appointment to discuss final taxes on an estate. The office was professional and in a great easy to get location.”

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Doddie Dunbar



“We have had our taxes done here for many years. They have always been professional and provided excellent customer service.”

Rhiannon O'Brien



“Tim is wonderful. Easy to work with and very thorough, saving me money on my business taxes. I wouldn't use anyone else.”

Tessie Adams

CPAs With a Passion for Family Office Services

Established in 1964 in Portland’s Hollywood district, this firm already offered extraordinary tax planning services. Since then, I have evolved our company beyond the typical Seattle accounting firm to include estate planning and wealth advisory because I wanted to take care of my family’s legacy wealth and help others do the same.

Over the years, clients have passed away and I’ve seen the disaster it creates for those who don’t have a plan in place. I truly want better for you and your family.

I know what good estate planning looks like for a bereaved family. It takes unnecessary stress off their plate and leaves them in a very good situation for decades.

On behalf of my family and our amazing team at Downing & Co, I look forward to working with you so you can save in taxes today and ensure your legacy for the future.

Tim Downing

Tim Downing Signature

Tim Downing, CPA, Oregon | Downing & Co. Managing Principal

We’re Not Your Average Seattle Wealth Management Firm. Here’s What You’ll Get When You Hire Us…

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Close to 0% Tax Liability
Our family office wealth management services will ensure your tax payments are as close to $0 as possible, so you can keep more of what you worked so hard for.
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Up to 10x ROI
Your results are our success, so we design our wealth management solutions to generate at least a 3x return on investment, and in most cases, we hit a 10x ROI.
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Streamlined & Convenient
Our comprehensive team of 70+ experts provide a holistic strategy that includes: legal services, wealth management, tax planning, risk mitigation, and business advisory.

Our 5 Phases of
Proactive Planning

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Proprietary Client Interview
Customized Proactive Action Plan
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Wide Access to Experts
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Implementation
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Regular
Check Ins

Meet Your Seattle CPA Team

Tim Downing, CPA

Tim Downing, CPA, Oregon

Managing Principal
Jeannie Ryall, EA

Jeannie Ryall, EA

Tax Manager
Dachelle Hattan

Dachelle Hattan

Tax Accountant
Lee Schwartz

Lee Schwartz

Advanced Planning Team Lead
Shirley McArthur

Shirley McArthur

Office Manager

Your Comprehensive Family Office
Wealth Management Services

Personal Planning Focus

Financial Planning

✓  Investments
✓  Retirement
✓  Social Security 
✓  College Expenses
✓  Safe Money Options

Advanced Planning

✓  Personal Tax Reduction 
✓  Asset Protection Planning
✓  Wealth Transfer Advisory
✓  Tax Advantaged Wealth

Legacy Planning

✓  Trust Planning
✓  Estate Planning 
✓  Charitable Planning

Insurance/Risk Management

✓  Risk Management
✓  Life Insurance
✓  Personal Health Insurance
✓  Long Term Care
✓  Disability Insurance

Business Planning Focus

Business Strategy

✓  Business Direction/Vision
✓  Business Growth
✓  Leadership Skills
✓  Culture & Accountability
✓  Succession Planning

Business Finance/Costs

✓  Financing Options
✓  Reducing Operational Costs
✓  Business Tax Strategies

Business Protection/Risk Management

✓  Buy-Sell Agreements
✓  Key Man Coverage
✓  Property & Casualty Insurance

Employee Benefits

✓  Reducing Health Costs
✓  Employee Retention
✓  Employee Retirement Plans

Book a Free
Consultation

We’ll start your journey through our proprietary client interview process to review your unique situation and develop actionable recommendations that meet or exceed your tax, bookkeeping, estate, or wealth planning needs quickly and conveniently.

Fixed Fee

No Surprises
Guarantee

We believe in full transparency and respect, which is why we offer a fixed fee for our family office and wealth management services. That way, there are never any surprises!
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Yes, We Offer Small Business Accounting in Seattle, Washington

Bellevue, WA
Tacoma, WA
Everett, WA
Kent, WA
Renton, WA
Federal Way, WA
Kirkland, WA
Auburn, WA
Redmond, WA
Sammamish, WA
Shoreline, WA
Olympia, WA
Lacey, WA
Edmonds, WA
Bremerton, WA
Puyallup, WA
Lynnwood, WA
Issaquah, WA
Lake Stevens, WA
Marysville, WA
Lakewood, WA
Maple Valley, WA
Mercer Island, WA
Bothell, WA
Burien, WA
Wenatchee, WA
Mount Vernon, WA
Walla Walla, WA
University Place, WA
Bainbridge Island, WA

Adams
Asotin
Benton
Chelan
Clallam
Clark
Columbia
Cowlitz
Douglas
Ferry
Franklin
Garfield
Grant
Grays Harbor
Island
Jefferson
King
Kitsap
Kittitas
Klickitat
Lewis
Lincoln
Mason
Okanogan
Pacific
Pend Oreille
Pierce
San Juan
Skagit
Skamania

Seattle Small Business Accountants is near Space Needle which is close to Normandy Park, Des Moines, and Gig Harbor. Seattle Center, Pike Place Market, and the Museum of Pop Culture are also nearby.

FAQs

What does wealth management do?
Wealth management provides comprehensive financial services, including investment management, tax planning, estate planning, and retirement planning. It helps individuals grow, protect, and transfer wealth through personalized strategies. By integrating financial planning with risk management, wealth management ensures long-term financial security and helps clients achieve their financial goals.
Who should hire a wealth manager?
Individuals with significant assets, business owners, high-net-worth individuals, and those planning for retirement should hire a wealth manager. Anyone seeking expert guidance on investments, tax strategies, estate planning, and financial growth can benefit. A wealth manager helps optimize wealth, minimize risks, and achieve long-term financial security.
What services are offered by wealth management?

Wealth management offers investment management, financial planning, tax optimization, estate planning, retirement planning, risk management, and philanthropic advising. These services provide personalized strategies to grow and protect wealth, ensuring financial security and efficient wealth transfer while aligning with clients’ long-term financial goals.

What is the aim of wealth management?
The aim of wealth management is to help individuals grow, protect, and transfer their wealth through strategic financial planning. It focuses on investment management, tax efficiency, estate planning, and risk mitigation to ensure long-term financial security, optimize wealth, and achieve personal and financial goals.

1 Fun And 1 Interesting Fact About Seattle!

Starbucks_street_musician

Seattle is famous for giving rise to the global coffee giant Starbucks, which opened its first store in 1971 in the historic Pike Place Market. This bustling city is also known for its Space Needle, an iconic landmark built for the 1962 World’s Fair. Standing at 605 feet, it offers panoramic views of the downtown skyline, Mount Rainier, Puget Sound, and the surrounding islands.

Seattle Small Business Accounting Resources

Washington Association of Accounting & Tax Professionals

PO Box 13579
Spokane Valley, WA 99213

 
(509) 993-2307

Washington Society of Certified Public Accountants

170 120th Ave
NE Ste E101
Bellevue, WA 98005

(425) 644-4800

What is the Washington Association of Accounting and Tax Professionals?
The Washington Association of Accounting and Tax Professionals (WAATP) is a professional organization dedicated to supporting accountants and tax professionals in Washington state. WAATP offers its members educational resources, networking opportunities, and professional development workshops to enhance their skills and knowledge in the field of accounting and taxation. The association also provides legislative advocacy and updates on regulatory changes affecting the accounting profession. By fostering a community of knowledgeable and ethical professionals, WAATP aims to improve the quality of accounting and tax services in Washington.
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What is the Washington Board of Accountancy?
The Washington State Board of Accountancy is a regulatory body that governs the accounting profession in Washington State. It is responsible for licensing and regulating Certified Public Accountants (CPAs) and CPA firms to ensure compliance with state laws and professional standards. The Board oversees the examination process for CPA candidates, maintains standards for continuing professional education, and enforces ethical practices among its licensees. By doing so, it protects the public by ensuring that accounting services are provided by qualified and ethical professionals. The Board also handles complaints and disciplinary actions to uphold the integrity of the accounting profession.

Seattle, Washington Local Resources

Small Business Accountant Seattle

2410 S Washington St
Seattle, WA 98144

 
(206) 203-0555

Seattle Metro Chamber

1301 Fifth Avenue
Suite 1500
Seattle, WA 98101

(206) 389-7200

Seattle Office of Finance

700 Fifth Ave.
4th Floor
Seattle, WA 98104

(206) 684-8484

Seattle IRS Taxpayer Assistance Center

915 2nd Ave #3260
Seattle, WA 98174

(844) 545-5640

Seattle Police Department

610 5th Avenue
Seattle, WA 98104

(206) 625-5011

City of Seattle

600 4th Ave
Seattle, WA 98104

(206) 684-2489

Top Companies in Seattle, Washington

Amazon

440 Terry Ave N
Seattle, WA 98109

(206) 266-1000

Starbucks

2401 Utah Ave S
Seattle, WA 98134

(206) 467-2766

Nordstrom

500 Pine St
Seattle, WA 98101

(206) 628-2111

Alaska Airlines

19300 International Blvd
Seattle, WA 98188

 
(206) 433-3200

Expeditors

1015 3rd Ave
Seattle, WA 98104

 
(206) 674-3400

Zillow

1301 2nd Ave
Floor 31
Seattle, WA 98101

(877) 313-8601

More About Small Business Accounting in Seattle, Washington

Seattle, Washington, is a bustling urban hub renowned for its scenic landscapes, including vast waterfronts and forested areas. As of recent estimates, Seattle’s population is approximately 750,000, making it the largest city in Washington state and a major player on the West Coast. Known for its rainy climate, the city also boasts a diverse demographic, with a significant representation of Asian, African American, and Hispanic communities alongside the majority Caucasian population. This rich cultural mix is reflected in the city’s wide array of festivals, culinary offerings, and cultural institutions.

Residents of Seattle are known for their environmentally conscious and tech-savvy nature, which aligns with the city’s strong emphasis on sustainability and innovation. The city serves as home to major technology companies, influencing the local culture and economy. Seattleites are typically engaged in various forms of activism, particularly in environmental and social justice causes, mirroring their community-oriented and progressive values. This blend of technological influence and commitment to sustainability shapes the unique character of Seattle, fostering a community that is both forward-thinking and deeply connected to its natural surroundings.

Small business accounting in Seattle is a crucial component of the city’s dynamic economic landscape, marked by a thriving community of startups and small enterprises. The city’s strong technological and entrepreneurial environment demands accounting services that are not only proficient in basic financial management but are also adept at leveraging technology for efficiency and strategic advantage. Seattle’s accountants provide a wide range of services, including innovative financial technology solutions, tax planning, and compliance assistance, which are essential for navigating the complex business regulations prevalent in the region.

Furthermore, Seattle’s commitment to environmental sustainability and social responsibility resonates within its small business community, prompting a demand for specialized accounting services that align with these values. Accountants in Seattle are increasingly offering expertise in green business practices and corporate social responsibility reporting, helping small businesses minimize their environmental impact while maximizing their economic performance. This approach not only aids businesses in adhering to local regulations but also in building a brand that reflects the community’s progressive ethos, enhancing their appeal to a conscientious consumer base.

Downing & Co works with businesses and high-networth individuals to minimize their taxes and grow their bottom line, while building and preserving their legacy. Offering tax planning, accounting services, estate planning, and wealth management services in the greater Seattle area, we work holistically and proactively for you. Our clients love our quick response time, fixed fees, friendly advisors, and our creative, results-focused approach.

Your Proactive & Holistic Small Business Accountant

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We’re Proud Members of

AICPA OSCPA OSCPA
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Available to US-based business owners through scheduled consultations and secure online collaboration. Services are subject to applicable state rules and engagement acceptance.