Business Details
15 Years
experience
Your Trusted Accountants in Vancouver, WA
Founded in 2011, Nelson & Swaite, CPAs, CPAs, LLC specializes in providing personalized tax planning and accounting services tailored to the unique needs of business owners. Our approach centers on building lasting relationships, leveraging technology to enhance efficiency, and offering year-round support to help clients navigate financial complexities. With decades of combined experience, our team prioritizes proactive tax strategies, on-site consultations, and cloud-based solutions to ensure clients maintain compliance and optimize financial outcomes. We differentiate ourselves by focusing on understanding each client's operations firsthand, delivering customized guidance, and fostering partnerships that extend beyond traditional accounting.Our commitment to continuous education ensures clients benefit from the latest industry insights and technological advancements. By maintaining a paperless, client-centric practice, we aim to simplify financial management while empowering business owners to make informed decisions. Our services encompass tax preparation, IRS audit representation, QuickBooks training, and strategic financial planning, all designed to alleviate stress and promote long-term success for growing businesses.
Services
Tax Planning
Cloud Consulting
QuickBooks Setup
IRS Audit Representation
Financial Strategy
Business Formation
Cash Flow Management
Payroll Processing
Sales Tax Compliance
Succession Planning
Details
- Year established: 2011
Highlights and features
- We offer personalized tax planning tailored to your business needs.
- Our team provides proactive tax strategies to optimize financial outcomes.
- We specialize in cloud-based accounting solutions for operational efficiency.
- On-site consultations ensure deep understanding of your business operations.
- Decades of combined CPA experience support comprehensive financial guidance.
Services
Tax Planning
Our tax planning services focus on minimizing liabilities while aligning with long-term business goals. We analyze federal, state, and local regulations to create customized strategies, ensuring compliance and maximizing savings. Clients receive ongoing guidance to adapt to changing laws and leverage deductions specific to their industry.
Cloud Consulting
We help businesses adopt cloud-based accounting systems for enhanced accessibility and efficiency. Services include platform selection, data migration, and training to streamline financial processes. Our paperless approach reduces administrative burdens and supports real-time collaboration between clients and our team.
IRS Audit Representation
Our firm provides expert representation during IRS and state tax audits. We prepare documentation, communicate with authorities, and advocate for clients to resolve issues efficiently. This service ensures compliance while minimizing disruptions to business operations and financial stability.
QuickBooks Setup
We specialize in configuring QuickBooks for businesses, including chart of accounts setup, report customization, and payroll integration. Training sessions ensure clients master software features to maintain accurate records and generate actionable financial insights independently.
Financial Strategy
Our strategic advisory services cover cash flow management, budgeting, and succession planning. We analyze financial statements to identify growth opportunities and risks, helping owners make data-driven decisions that strengthen profitability and long-term sustainability.
People
Gregory J. Nelson
CPA
With over 30 years of tax expertise, Gregg Nelson specializes in federal and state compliance. He champions technology adoption to simplify client workflows and enjoys mentoring business owners on financial best practices.
Jami L. Satterthwaite
CPA
Jami Satterthwaite focuses on operational efficiency and cloud accounting systems. Recognized as a CPA Practice Advisor 40 Under 40 honoree, she prioritizes accuracy and community engagement through financial innovation.
Liliya P. Mulyar
CPA
Liliya Mulyar provides holistic financial guidance, emphasizing client education and lifestyle optimization. Her analytical approach ensures tailored solutions that align with both business objectives and personal goals.
Questions
What accounting services do you specialize in?
We specialize in tax planning, cloud accounting, IRS audit representation, QuickBooks setup, and financial strategy tailored to growing businesses.
How do you support business owners year-round?
We provide ongoing tax advice, cloud system access, and strategic consultations to help owners adapt to changing financial needs and regulatory requirements.
Can you assist with transitioning to digital accounting?
Yes, we offer cloud consulting, software training, and paperless process implementation to modernize financial management efficiently.
What sets your firm apart from other CPAs?
We prioritize personalized service, on-site visits, and technology integration to build partnerships focused on long-term client success.
Do you work with specific business industries?
Our expertise applies to diverse industries, with a focus on businesses requiring customized tax and accounting solutions rather than one-size-fits-all approaches.
