Business Details
39 Years
experience
Trusted Tax and Accounting Services in Longview, WA
Boatsman William R CPA, CPA, has served the Longview, Washington area since 1987, delivering comprehensive tax and accounting solutions tailored to individual and business needs. With over 30 years of experience, our firm prioritizes personalized service, strategic financial planning, and meticulous attention to detail. We specialize in income tax preparation, financial statement reporting, and estate planning, serving diverse industries including retail, construction, and real estate.Our small client base ensures dedicated support, combining technical expertise with a commitment to long-term client success. As a locally rooted practice, we emphasize transparency, reliability, and actionable guidance to help clients optimize financial outcomes.
Services
Tax Preparation
Accounting Services
Financial Planning
Business Planning
Estate Planning
Details
- Year established: 1987
Highlights and features
- 30+ years of experience in tax and accounting services.
- Personalized attention with a small client base.
- Expertise in financial planning and estate strategies.
- Specialized support for retail, construction, and real estate industries.
- Timely, transparent communication for all client needs.
Services
Tax Preparation
Comprehensive personal and business tax preparation services ensure compliance and maximize refunds. Our team stays updated on evolving tax laws to provide accurate, strategic filings. Clients receive detailed guidance to understand their returns and optimize future tax positions.
Accounting Services
Full-service accounting includes bookkeeping, financial statements, and payroll management. We streamline financial operations for businesses, ensuring organized records and actionable insights. Our focus is on clarity and efficiency for informed decision-making.
Financial Planning
Personalized financial planning addresses short- and long-term goals, from retirement strategies to budgeting. We analyze individual circumstances to create actionable plans, emphasizing sustainable growth and risk mitigation tailored to client priorities.
Business Planning
Expert guidance for business formation, succession planning, and operational strategies. We help entrepreneurs navigate legal structures, tax implications, and growth frameworks. Our services support startups and established businesses seeking scalable, profitable models.
Estate Planning
Estate planning ensures assets are distributed according to client wishes while minimizing tax burdens. We collaborate with legal professionals to create wills, trusts, and legacy plans. Our approach prioritizes family needs and long-term financial security.
People
William (Bj) Boatsman
CPA
Certified Public Accountant with 30+ years of experience in tax, financial, and estate planning. Graduated from Southern Oregon University and founded the Longview office in 1987. Specializes in strategic client advisory across industries.
Carolyn L. (Chris) Nelson
Tax Preparer
Tax preparer with over 30 years of experience in accounting and tax services. Joined the firm in 1990, specializing in individual and business tax returns. Expertise includes payroll, financial reports, and client-focused bookkeeping solutions.
Jacki J. Brady
Office Manager
Office manager with 20+ years of administrative experience. Joined in 2018, overseeing daily operations and client coordination. Passionate about efficient practice management and fostering positive client relationships through organized support.
Questions
What services does William R. (Bj) Boatsman offer?
We provide tax preparation, accounting, financial planning, business startup/succession planning, and estate planning services for individuals and businesses.
How long has the firm been in operation?
William R. (Bj) Boatsman has served clients since 1987, offering over 30 years of expertise in accounting and financial advisory.
How do I schedule an appointment?
Contact us at 360-425-0212 or visit our Longview office during business hours (Monday-Friday 9:00 AM–5:00 PM January–April; Monday-Thursday 9:00 AM–4:00 PM May–December).
Which industries do you specialize in?
We serve clients in retail, logging, construction, trucking, professional services, and real estate development with tailored financial solutions.
What sets your firm apart from others?
Our personalized approach, small client base for dedicated attention, and decades of local expertise ensure strategic, reliable financial guidance focused on client success.
