Business Details
50+ Years
experience
Trusted Accounting & Tax Services in Bellevue, WA
Johnson & Shute PS, P.S. has been dedicated to providing personalized accounting and consulting services since 1975. Our approach centers on understanding the unique interworkings of each client's business and aligning financial strategies with their long-term goals. We collaborate closely with clients to develop tailored plans that address both immediate needs and future objectives, ensuring comprehensive follow-through to maximize results. Our commitment to independence in financial reporting has earned trust from banks, sureties, and other third parties. As a member of the AICPA with a clean peer review history since 2022, we maintain rigorous professional standards.Our team combines large-firm expertise with small-firm personal attention, offering specialized services in tax compliance, estate planning, business succession, and multi-state tax strategies. We prioritize timely communication and technical excellence, leveraging decades of experience to deliver actionable insights. Our proactive approach helps clients navigate complex regulatory environments while focusing on sustainable growth. This dedication to client-centric solutions has solidified our reputation as trusted advisors in the accounting profession.
Services
Tax Compliance
Auditing
Estate Planning
Business Consulting
Multi-State Tax Services
Details
- Year established: 1975
Highlights and features
- We have over 45 years of experience in accounting and tax consulting.
- Our team includes specialists in multi-state tax compliance and estate planning.
- We maintain a clean peer review report from the AICPA since 2022.
- We combine large-firm expertise with personalized small-firm attention.
- We offer proactive strategies for business succession and tax optimization.
Associations and certifications
- AICPA
- Washington Society of Certified Public Accountants
Services
Tax Compliance
We prepare federal and state tax returns for businesses and individuals while ensuring compliance with multi-state tax regulations. Our team helps clients understand filing requirements and optimize tax positions through strategic planning. With expertise in estate and trust taxation, we provide comprehensive solutions for complex financial situations.
Auditing
We conduct audits to meet third-party requirements, ensuring financial statements conform to GAAP standards. Our procedures include testing records, examining evidence, and analyzing internal controls to provide assurance on financial reporting accuracy while identifying operational efficiencies.
Estate Planning
Our estate planning services help clients preserve wealth through customized strategies involving trusts, gifting programs, and tax-efficient transfers. We collaborate with attorneys to design plans that minimize estate taxes and align with personal legacy goals.
Business Consulting
We assist with business succession planning, merger structuring, and growth strategies. Our consultants help clients optimize cash flow, manage multi-state operations, and implement tax-efficient transaction frameworks for acquisitions and sales.
Multi-State Tax Services
We help businesses navigate complex state tax landscapes, including nexus analysis, sales tax determination, and liability assessments. Our services ensure compliance across jurisdictions while minimizing tax exposure through strategic planning.
People
Kimberly K. Green
Shareholder
Specializes in tax consulting, business advisory, and estate planning for closely-held businesses and high-net-worth individuals. Provides strategic guidance on tax compliance and management solutions.
George J. Koutelieris
Shareholder
Focuses on complex tax transactions including mergers, acquisitions, and multi-state tax issues. Serves as a resource for other CPAs on difficult tax matters and provides expert consultation.
Holly M. Chan
Shareholder
Offers tax compliance and planning expertise for real estate and professional services industries. Provides tailored solutions for business owners navigating complex tax regulations.
Lyubov S.Y. Newhall
Shareholder
Specializes in financial reporting, retirement planning, and bookkeeping services for healthcare and professional services industries. Delivers comprehensive accounting solutions to closely-held businesses.
Donna Weber
Principal
Manages assurance services including audits and tax compliance for closely-held businesses. Provides consulting services and serves as client advocate for financial and business strategy needs.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, payroll processing, and business tax compliance services tailored to small business needs.
Do you handle multi-state tax compliance?
Yes, we specialize in multi-state tax planning and compliance, including nexus analysis and state tax liability assessments.
How do you approach estate tax planning?
We create customized estate plans using trusts, gifting strategies, and tax-efficient transfer methods to preserve family wealth.
What audit services do you provide?
We perform financial statement audits, reviews, and agreed-upon procedures for privately-held companies across various industries.
How can you help with business succession planning?
We develop strategies for transferring business ownership while minimizing tax consequences and ensuring continuity.
