Tax Services in Washington

Serving Clients in Bellevue and the Surrounding Area

Read below to learn more about how Gregorek and Associates, PLLC can help you manage your taxes with regard to your estate planning and business planning. We are not an accounting firm and do not prepare tax returns. Rather we work with you and your CPA to develop sound personal and business practices that reduce or eliminate various income, capital gains, inheritance and estate taxes.

General Information

Smart tax planning practices are the cornerstone to successful money management. No matter if you are an individual, the head of a household or a business owner, the value of quality estate, financial and tax planning advice cannot be understated. It can yield more money in your pocket, bank account, investments or business.

Carefully considering tax planning options and the possible consequences ahead of time allows you to determine the optimal time to spend, move, donate or save your money. This will help you reduce or eliminate unnecessary taxes and preserve your wealth. Regardless of your financial situation, our experienced tax professionals at Gregorek and Associates can help you maximize your assets.

There are plenty of opportunities for smart money management, no matter what your financial situation or income level. These include donating to charity in a savvy way, avoiding tax preparation scams and understanding the tax basics of IRAs and Social Security retirement income. Contact us today to discuss these options.

Our Services

Every client has varying goals and objectives when it comes to family, investments, business interests and retirement planning. It is our job to fully understand every client’s situation and, in concert with the financial advisor and CPA, applying the most effective and efficient tax strategies available.

At Gregorek and Associates we consider the client’s total estate and asset holdings to evaluate their options and opportunities when it comes to taxes. We create the necessary documents, which may consist of revocable and irrevocable trusts, business entities such as corporations, profit and not for profit, limited liability companies and limited partnerships. We offer offer more extensive services as well.

When your legal and tax planning is combined and optimally managed, superior results can be achieved. Contact us today to discuss ways for you to optimize your money management.

Estate and Business Planning Opportunities:

• Retirement planning
• Asset protection
• Estate Planning
• Elder care
• Tax problems and IRS settlements
• Corporations (S and C)
• Business formation
• Business succession exit planning

When your legal and tax planning is combined and optimally managed, superior results can be achieved. Contact us today to discuss ways for you to optimize your money management.

Retirement planning

Retirement planning includes handling financial issues such as 401(k)s, Individual Retirement Accounts (IRAs), Roth IRAs, SEP-IRAs, and IRA rollovers. It is best to plan for the future so you can enjoy the present knowing that you have taken steps to secure your assets later in life.

Estate Planning

Federal estate taxes have long been a challenge for many taxpayers. Currently the federal estate tax exemption is $11,200,000 per individual. This historically high exemption amount means that most Americans will not be subject to estate taxes at the federal level. Presently however, there are a number of states that have either an estate tax or an inheritance tax. For instance Washington residents have an inheritance tax or all assets exceeding a $2,000,000 exemption which is annually adjusted. So, while federal estate taxes are an issue for a few, many more will be subject to the Washington State Inheritance tax. Proper tax and estate planning can greatly reduce these taxes or in some cases eliminate them all together.

Asset protection

With the economy in constant flux, and common fears about how your investments, properties, and assets will be impacted in the future, it is important to take steps now to ensure that the things you have worked so hard for will be safe for years to come. Consult with Gregorek and Associates to form a plan that will do just that.

Elder care

It is important to plan for the future when it comes to aging family members and loved ones. Addressing these matters head on is important, and the sooner you deal with planning for the future, the safer and more secure your family members will feel.

Tax problems and IRS settlements

If you owe back taxes or are experiencing problems with the IRS, reach out to Gregorek and Associates, PLLC. Our attorneys can help bring structure and organization to your situation, and represent your best interests. We have experience in helping many clients settle their tax conflicts in a positive manner.

Corporations (S and C)

We are experienced in dealing with every conceivable type of business enterprise from non-profits to large corporations. Having a strong legal team behind your enterprise is an invaluable tool and when it comes to best tax practices our firm offers exceptional service, guidance, strategizing, and planning.

Business formation

Give your business venture the solid foundation it needs for success. Our attorneys can help you select the type of business entity best suited to your situation, as well as prepare and file all necessary documentation with the IRS and with the Secretary of State to establish your business in good standing under state laws. We can also assist with name searches, registrations, licenses, and permits. We can also assist you with business transactions, on-going business management and purchases of assets and leases of real and personal property. Give Gregorek and Associates a call to see how we can enhance your business whether it is well established or a startup.

Business succession exit planning

Every business needs an exit strategy—it is one of the pillars of structuring your enterprise in the most successful way possible. We can assist with this type of exit planning so when the time comes to move on from your business venture your assets are protected and you can pursue other ventures without restriction.