The Firm of Mary J. Hollen, CPA
Member Washington Society of CPAs since 1985
QuickBooks ProAdvisor since 2007
PRACTICE AREAS
- Federal/State income tax – advise, consult, prepare and submit returns, work with your attorney on setting up partnerships, corporations, wills, estates and trusts
Individuals
Partnerships
LLCs
C Corporations
S Corporations
Estates and Trusts
- IRS Representation
- QuickBooks technical assistance for our tax clients
QuickBooks Online
QuickBooks Desktop recent editions
- Form Of Doing Business analysis
CLIENT TYPES (Current and Former)
- Medical professionals
- Executives
- Construction contractors and subcontractors
- Attorneys
- Retailers
- PPP Loan Participants
- ESOP Owners
- Investors
- Trust/estate owners and beneficiaries
- Property Management Companies
- Mortgage companies
- Agricultural producers
Services/Client Meetings
Following a seventeen-year career in public power providing controllership oversight of large corporations and utilities - leading remote teams of attorneys, financing professionals, and risk managers for the Bonneville Power Administration - Mary returned to her former practice of public accounting in tax, opening an office in Coupeville. After seven years in that location, she relocated her firm to the Lagoon Point area on Whidbey Island. That move and COVID 19 protocols led the firm to return to remote meetings. The firm continues providing exceptional tax services to its Clients, now using Zoom.
Initial Meeting
- You will use your secure video enabled computer. Operating system must be updated to latest version. See requirements for Zoom, above.
- If you are brand new to Zoom, please be sure to download the Zoom app to your computer as least 15 minutes prior to our scheduled meeting.
- Have relevant documents available in digital format to share. If you only have hard copy available, you will need to scan the document to your computer using a document scanner, or create a digital file using a scanning app on a cell phone.
- Discussion of your expectations for services and this firm’s skills and resources to meet those expectations.
- Copy of your last year’s tax return to share.
- Description of your accounting system
- Permission to contact your former CPA/Tax professional if questions arise
- Advance on fees appropriate to engagement: checks or money orders accepted
Using Zoom Tutorials
For best results, view videos in full screen.
Contact us for an Appointment
We work with Clients virtually using Zoom. This virtual meeting and document sharing tool requires you to create a free Zoom account and install Zoom on your computer. You can find hardware requirements for using Zoom here.
Here is a link for Zoom assistance if you are having trouble opening the Zoom meeting link I send you once we have arranged a meeting:
Zoom Assistance.